Updates & Insights

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...

November 28, 2022 Summer Beach – Associate Director, Medicare Compliance Solutions

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...

November 22, 2022 Toppan Merrill

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...

November 17, 2022 Guy Stanzione - Director, SEC Compliance 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...

November 14, 2022 Summer Beach – Associate Director, Medicare Compliance Solutions

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...

November 9, 2022 Summer Beach – Associate Director, Medicare Compliance Solutions

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...

September 30, 2022 Toppan Merrill

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...

September 27, 2022 Guy Stanzione - Director, SEC Compliance 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...

September 9, 2022 Clockwork Admin

Guide to M&A transactions: M&A types, corporate examples and process

M&A transactions (mergers and acquisitions) are typically the largest transaction types in the corporate world — and both the number...

September 9, 2022 Toppan Merrill

Pay Versus Performance: SEC modernization brings Inline XBRL tagging to the proxy statement

The SEC adopted a significant new rule, Pay Versus Performance, on Thursday, August 25, 2022 requiring companies to disclose information...

August 30, 2022 Toppan Merrill