Updates & Insights

What to know about the upcoming Resource Extraction filing requirements

Resource Extraction filings require oil, gas and mineral companies to report payments in standard XBRL format. Jennifer Froberg shares the...

Jennifer Froberg - Sr SEC Product Specialist

June 20, 2024

Corporate Compliance

Registered Index Linked Annuities (RILA) expected to gain interest

A Registered Index Linked Annuity (RILA) is one of several types of annuity contracts offered by insurance companies. An investor’s...

Guy Stanzione - Director, SEC Compliance Services

June 20, 2024

Financial Services

ESG, 10-K and Proxy report design: Solving consistency and content challenges

Consistency across all legal and financial reporting is not only a “nice to have,” but a “must have,” in this...

Mike Spelman - Director, Proxy Solutions

Karen Fisher - Proxy Advisory Services

June 4, 2024

Corporate Compliance

Common XBRL tagging issues in proxy statements

A recent review of the 2024 filed Pay versus Performance proxy disclosures has identified a number of filings with common...

Shelly Wavrin - Advisor, XBRL Consulting Services

May 16, 2024

Corporate Compliance

5 essential outcomes for health plan data analytics

Why aren’t health plans making better use of their Medicare Advantage member data? Because while the broader potential is clear,...

Jen Trewick - Principal Product Manager

May 15, 2024

Health Plans

What Fund Managers Need to Know About SEC Form N-PX

In a blog posted on April 30, 2024, Cooley discusses how, beginning August 2024, institutional investment managers that file on...

Cooley LLP

May 6, 2024

Corporate Compliance Financial Services

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