Updates & Insights

Inline XBRL taxonomy for closed-end funds (CEFs) and business development companies (BDCs)

In 2020, the SEC adopted a final rule, Securities Offering Reform for Closed-End Investment Companies, modernizing disclosure and the offering...

Jennifer Froberg - Sr SEC Product Specialist

May 20, 2022

Financial Services

Medicare, Medicare Advantage and CMS. A timeline from 1901 to today

In social settings, when someone asks, “What is Medicare?” or “What is CMS?” the common adage used to be, “Oh,...

Summer Beach – Associate Director, Medicare Compliance Solutions

May 4, 2022

Health Plans

Oh, my CMS stars! Yes, sales and marketing can impact Star Ratings

If you are an insurer who operates as a Medicare Advantage Organization (MAO), you’re well-aware how a plan’s 5-Star Rating...

Summer Beach – Associate Director, Medicare Compliance Solutions

April 14, 2022

Health Plans

Back to the future: CMS sales and marketing guidelines

With the ever-changing landscape of Center for Medicare and Medicaid Services (CMS) guidelines, let’s take a look at the recent...

Summer Beach – Associate Director, Medicare Compliance Solutions

March 15, 2022

Health Plans

Accessibility in healthcare: how providers can pivot for Section 508 compliance

Social awareness, diversity, and equality are all common topics, and all have a common thread — accessibility. 

Toppan Merrill

March 1, 2022

Health Plans

The revised MCMG: what’s happening for 2024?

Medicare Communications and Marketing Guidelines (MCMG), the Medicare Advantage and Part D health plan industry will be sifting through rubble...

Summer Beach – Associate Director, Medicare Compliance Solutions

February 18, 2022

Health Plans

The complete IPO readiness checklist: Proven best practices

Going public offers private companies significant growth opportunities but introduces scrutiny from government regulators, analysts, and investors, along with ongoing...

Toppan Merrill

February 17, 2022

Capital Markets

The return of the Multi-Language Insert (MLI): where did it ever go?

CMS instituted a requirement in 2012 for Medicare Advantage Organizations (MAOs) and Part D Plans to communicate the availability of...

Summer Beach – Associate Director, Medicare Compliance Solutions

February 16, 2022

Health Plans

How a Strategic Communications Plan Impacts Customer Trust and Loyalty in Financial Services (Part 2) 

It is crucial for financial services firms to meet customer expectations when it comes to communications to establish trust, build...

Toppan Merrill

February 1, 2022

Financial Services

SEC launches modernization of filing fee disclosures, Inline XBRL to follow

In October 2021, the SEC adopted the Filing Fees and Payment Method Modernization final rule. The mandate was far-reaching, transforming...

Jennifer Froberg - Sr SEC Product Specialist

January 27, 2022

Corporate Compliance