Updates & Insights

New climate disclosure rules in California, New York and the EU signal a shifting landscape

Within just the first quarter of 2026, climate and sustainability disclosure requirements continue to evolve, and companies face an increasingly...

March 25, 2026 Chelsi Tryon - Director of ESG

RILA: The next steps for compliance

After the conclusion of the initial conversion cycle for the use of amended Form N-4, topics emerged from issuers that...

March 16, 2026 Guy Stanzione - Director, SEC Compliance Services

Notices & communications required for an annual meeting of shareholders

Overview A successful annual meeting of shareholders relies on accurate, effective and timely communication. It also requires shareholder engagement and...

March 11, 2026 Mike Spelman - Director, Proxy Solutions

Beyond technology: The discipline behind exceptional SEC filings

Regulatory disclosure is complex and constantly evolving. SEC filers need a partner with deep expertise, a disciplined process and responsive...

February 27, 2026 Al Cutrone - Client Services, Vice President

Quinn transforms customer success at Toppan Merrill

Quinn is redefining customer success at Toppan Merrill — blending powerful technology with proactive, personalized support to enable customers to...

February 26, 2026 Anita Roberts - SVP, Global Customer Success

SEC fee data issues will now trigger filing suspensions

All filers are now mandated to use Inline XBRL for their SEC filing fee data. Beginning March 16, 2026, some...

February 20, 2026 Jennifer Froberg - Sr SEC Product Specialist

6 Strategies to boost healthcare member communications

For health plans, every interaction with members is a chance to build trust. It helps improve the customer experience with...

February 19, 2026 Meagan Strandberg - Field Marketing Manager

Best practices for SEC Form ID and CIK management

Form ID applications and continuing filing code management (i.e. delegations, annual confirmation, etc.) are now exclusively handled on the EDGAR...

February 6, 2026 Nadejda Kalinin - Senior SEC Product Specialist

Podcast: SEC Section 16 requirements for Foreign Private Issuers beginning March 18, 2026 [7:27]

On The Dot (Episode 13) - A conversation with Jennifer Froberg on the new requirement for officers and directors of...

January 21, 2026 Jennifer Froberg - Sr SEC Product Specialist

Toppan Merrill announces new Quinn platform to broad market acceptance

Consultative technology leader backed by 55+ years of industry and service expertise NEW YORK and ST. PAUL, Dec. 22, 2025...

December 22, 2025 Toppan Merrill