Updates & Insights

5 CMS-required documents health plan marketers must know

Navigating the modern requirements and insurance documents of Medicare insurance can be a complex and a demanding task for many...

Summer Beach – Associate Director, Medicare Compliance Solutions

December 12, 2022

Health Plans

The A-B-Cs of SOX compliance

At its core, the Sarbanes-Oxley Act of 2002 is a law that was enacted in 2002 to protect the investing...

Elizabeth Epler Jones, CPA - Partner, AXIA Partners

December 1, 2022

Corporate Compliance

How customers shop for health plans through digital marketing

The growing popularity of mobile apps and digital platforms is challenging many Medicare Advantage (MA) plans to rethink their digital...

Summer Beach – Associate Director, Medicare Compliance Solutions

November 28, 2022

Health Plans

6 ways to boost the accessibility for your financial institution

People with disabilities deserve digital access to their financial institution's information. Just as financial institutions added Braille to ATMs and...

Toppan Merrill

November 22, 2022

Financial Services

SEC modernizes investor communication with Tailored Shareholder Reports (including iXBRL)

On October 26, 2022, by a vote of 5-0, the SEC adopted amendments to the requirements for Annual Report and...

Guy Stanzione - Director, SEC Compliance Services

November 17, 2022

Financial Services

The Inflation Reduction Act’s impact on drug benefits for health plans 

The Inflation Reduction Act of 2022 (IRA) made substantial changes to federal healthcare provisions and will help reduce the cost...

Summer Beach – Associate Director, Medicare Compliance Solutions

November 14, 2022

Health Plans

Why is the CMS Readiness Checklist important? What value does it bring to health plans?

The infamous CMS Readiness Checklist was created by the Centers for Medicare & Medicaid Services (CMS) as a tool for...

Summer Beach – Associate Director, Medicare Compliance Solutions

November 9, 2022

Health Plans

Block Tagging: 7 ESEF compliance insights and best practices

As originally mandated in the ESEF iXBRL requirements, effective for financial years starting on or after 1 Jan 2022, issuers...

Toppan Merrill

September 30, 2022

Corporate Compliance

Inline XBRL becomes a reality for variable product issuers

Effective January 1, 2023, Variable Product issuers of actively sold contracts are required to file registration statements and definitive updates...

Guy Stanzione - Director, SEC Compliance Services

September 27, 2022

Financial Services

Climate Change and Corporate Governance – Where is the intersection for public companies?

 A new 3-part webinar series from Toppan Merrill provides a roadmap to building, enhancing and future-proofing an ESG disclosure strategy...

Clockwork Admin

September 9, 2022

Corporate Compliance