Updates & Insights

SEC fee payment method changes effective May 31, 2022

In 2021, the SEC adopted a significant final rule, Filing Fee Disclosure and Payment Methods Modernization, to modernize how companies...

May 25, 2022 Jennifer Froberg - Sr SEC Product Specialist

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...

May 20, 2022 Jennifer Froberg - Sr SEC Product Specialist

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,...

May 4, 2022 Summer Beach – Associate Director, Medicare Compliance Solutions

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...

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

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...

March 15, 2022 Summer Beach – Associate Director, Medicare Compliance Solutions

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. 

March 1, 2022 Toppan Merrill

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...

February 18, 2022 Summer Beach – Associate Director, Medicare Compliance Solutions

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...

February 17, 2022 Toppan Merrill

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...

February 16, 2022 Summer Beach – Associate Director, Medicare Compliance Solutions

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...

February 1, 2022 Toppan Merrill