Updates & Insights

New SEC Section 16 requirements for Foreign Private Issuers

Beginning March 18, 2026, officers and directors for certain FPIs will need to comply with Section 16 of the 1934...

May 28, 2026 Jennifer Froberg - Sr SEC Product Specialist

From regulation to readability: Improving Medicaid NOABDs

Health plans have long treated Medicaid Notice of Adverse Benefit Determinations as a compliance exercise, but these high-impact communications shape...

May 27, 2026 Kimulet Winzer | Healthcare Client Account Manager

Everything you need to know about Inline XBRL (iXBRL)

Originally posted on Sept. 20, 2021. Updated May 8, 2026. What is iXBRL tagging? iXBRL (Inline eXtensible Business Reporting Language)...

May 8, 2026 Toppan Merrill

AI in Medicare & Medicaid: Better member access

Artificial intelligence is rapidly moving from concept to reality across the healthcare industry. Reports show that a full 70% of...

April 28, 2026 Kimulet Winzer | Healthcare Client Account Manager

Form 11-K Inline XBRL compliance: Key requirements and timing

In 2022, the SEC announced a final rule requiring 11-K annual reports to be filed in Inline XBRL (iXBRL) format...

April 22, 2026 Jennifer Froberg - Sr SEC Product Specialist

Future of health plan member communications: AI and digital

Healthcare communication is entering a pivotal new chapter, where rising expectations and advancing technology are reshaping how health plans connect...

March 31, 2026 Kimulet Winzer | Healthcare Client Account Manager

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