Navigating Year 1 ESEF compliance – with an eye on the future
To help companies find a path to ESEF iXBRL compliance that addresses both the here-and-now and the future, here is...
Bartek Czajka - Director of XBRL Consulting ServicesUpdates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: Cybersecurity risk management, strategy, governance and incident disclosure [10:54]
On The Dot (Episode 1) - A conversation with Jennifer Froberg, Senior SEC Product Specialist, about the new cybersecurity disclosure requirements for domestic and foreign issuers.
Updated: October 16, 2025
Bartek Czajka - Director of XBRL Consulting Services
Advertising Practices Prohibited Under the New Modern Marketing Rule
With the new Modern Marketing Rule that the Securities and Exchange Commission (SEC) unveiled in December of 2020, firms need...
What can a dynamic health insurance welcome kit do for you? (part 2)
It's easy to get caught up in the words when you're creating a new health plan member welcome kit, but...
What Does ‘Fair and Balanced’ Marketing Mean for Firms?
Marketing practices have evolved since the 1960s but until recently, the laws governing the advertisements of Securities and Exchange Commission...
The value of new member welcome kits for health plans (part 1)
Welcome kit materials should be driven by the member’s perspective from concept to final product. For government-sponsored plans specific standardized...
Why you need a content management system for your health plan marketing
Health plan marketing is no longer just about slick advertising and word of mouth in the community. Consumers today are...
SEC implies examination of websites for Rule 498A compliance
Focusing on meeting the ruling standards and the right solution, must be taken into consideration when adopting Rule 498A.
Guy Stanzione - Director, SEC Compliance Services
6 communication strategies to boost health plan member engagement
For health plans, every point of engagement with members offers an opportunity to build trust, enhance the overall customer experience...
Everything You Need to Know About Inline XBRL (iXBRL)
What is Inline XBRL? iXBRL (Inline XBRL) is a filing format that merges the aesthetic benefits of a human-readable HTML...
Closed-End Fund rule changes and instructions for SEC Form N-2 filers
The SEC adopted an expansive final rule in March 2020, Securities Offering Reform for Closed-End Investment Companies, designed to streamline...
Jennifer Froberg - Sr SEC Product Specialist