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7 Things to Do When You Change a Company’s Name (With the SEC & Otherwise)
In a blog posted on June 13, 2024, Ben Dale, from the law firm Perkins Coie, discusses 7 key factors...
Perkins Coie
Updates & Insights
6 ways AI will transform health plan operations and the member experience
Health plans can improve member communications, increase efficiencies, allow for more personalization and reduce the healthcare spending by implementing AI...
Jen Trewick - Principal Product Manager
SEC FAQs: TSR compliance date and Inline XBRL issues
With the rapidly approaching initial cycle for Tailored Shareholder Reports (TSR) just around the corner, the focus is shifting to...
Guy Stanzione - Director, SEC Compliance Services
SEC FAQs: Electronic delivery of Shareholder Reports
With the rapidly approaching initial cycle for Tailored Shareholder Reports (TSR) just around the corner, the focus is shifting to...
Guy Stanzione - Director, SEC Compliance Services
What to know about the upcoming Resource Extraction filing requirements
Resource Extraction filings require oil, gas and mineral companies to report payments in standard XBRL format. Jennifer Froberg shares the...
Jennifer Froberg - Sr SEC Product Specialist
Registered Index Linked Annuities (RILA) expected to gain interest
A Registered Index Linked Annuity (RILA) is one of several types of annuity contracts offered by insurance companies. An investor’s...
Guy Stanzione - Director, SEC Compliance Services
Common XBRL tagging issues in proxy statements
A recent review of the 2024 filed Pay versus Performance proxy disclosures has identified a number of filings with common...
Shelly Wavrin - Advisor, XBRL Consulting Services
5 essential outcomes for health plan data analytics
Why aren’t health plans making better use of their Medicare Advantage member data? Because while the broader potential is clear,...
Jen Trewick - Principal Product Manager
What Fund Managers Need to Know About SEC Form N-PX
In a blog posted on April 30, 2024, Cooley discusses how, beginning August 2024, institutional investment managers that file on...
Cooley LLP
ANOC and EOC model document management: Health plan marketing communication essentials
Health plan marketing materials are largely formulaic. The Centers for Medicare & Medicaid Services (CMS) publishes standardized templates in the...
Summer Beach – Associate Director, Medicare Compliance Solutions