Navigating the annual proxy season Proxy season is a critical time for companies and investors. Understanding key trends, regulatory updates, and best practices can help... Mike Spelman April 24, 2025 Corporate Compliance
ANOC and EOC model document management: Health plan marketing communication essentials Health plan marketing materials are largely formulaic. The Centers for Medicare & Medicaid Services (CMS) publishes standardized templates in the... Summer Beach – Associate Director, Medicare Compliance Solutions April 24, 2024 Health Plans
SEC Modernizes Beneficial Ownership Reporting on Schedule 13D and 13G with XML format Our Toppan Merrill experts break down the SEC’s final rule to update beneficial ownership reporting for Schedule 13D and 13G... Jennifer Froberg - Sr SEC Product Specialist April 18, 2024 Corporate Compliance
5 steps to move toward omnichannel member experiences As more and more people enroll in Medicare Advantage there is an increase in the amount of digital savvy members.... Jen Trewick - Principal Product Manager April 17, 2024 Health Plans
Canada’s Supply Chains Act: What to consider when preparing your first report DLA Piper provides key considerations for Canadian companies to be in compliance with the Supply Chains Act DLA Piper April 4, 2024 Corporate Compliance
SEC FAQs: Binding allowance and website availability for Variable Insurance Products The FAQ provided needed clarity about document assembly and binding, but left uncertainty about the website hosting requirement of underlying... Guy Stanzione - Director, SEC Compliance Services March 29, 2024 Financial Services
SEC Climate Disclosure Rule: Timing Uncertain as Legal Challenges Move to Eighth Circuit In a blog posted on March 26, 2024, Wiley highlights the topic of uncertain timing for the SEC Climate Disclosure... Wiley March 29, 2024 Corporate Compliance
How MAOs Can Improve Medicare Member Engagement Medicare Advantage Organizations must digitally reinvent the way they market and present their member experience to beneficiaries. Toppan Merrill shares... Jen Trewick - Principal Product Manager March 27, 2024 Health Plans
SEC Adopts Climate Reporting Requirements In a blog posted on March 7, 2024, Cooley discusses the final climate disclosure rule adopted by the SEC on... Cooley LLP March 15, 2024 Corporate Compliance
Podcast: TSR ready. Are you absolutely sure? Tackling the data and content management challenges. [9:12] A conversation with Guy Stanzione about the SEC Tailored Shareholder Reports mandate and tackling the data and content management challenges... Guy Stanzione - Director, SEC Compliance Services March 8, 2024 Financial Services
Streamlined Growth: Toppan Merrill invests heavily in technology and talent in Sartell Recently Enterprise Minnesota visited to learn more about our Sartell, MN operations and why in an era in which printing... Toppan Merrill March 7, 2024 Financial Services Health Plans News Release