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: Why Every SEC Filer Needs to Prepare for EDGAR Next Now [9:07]
On The Dot (Episode 3) - A conversation with Gordon Ruckdeschel about the EDGAR Next proposal and the steps SEC filers can take now to be ready for the final rule.
Updated: March 17, 2026
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
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
Marketing communication for health plans
To increase member enrollment and satisfaction, having effective health planmarketing strategies to communicate with current and potential customers is necessary....
Five steps to integrate print and digital communications: integrated marketing strategy (part 2)
Firms need to find new ways to cut through the digital noise. Still, many remain heavily focused on digitization, shifting...