Updates & Insights

RILA Lessons Learned: Closing the Books on the Initial N-4 Conversion Cycle

After the conclusion of the initial Form N-4 RILA conversion cycle, topics have emerged from issuers converted prior the May...

August 8, 2025 Guy Stanzione - Director, SEC Compliance Services

What if document edit tracking was effortless? Meet Smart Track.

Facing a scramble to find a single change in a prospectus? Manually comparing versions is a major drain on time...

August 7, 2025 Mike Schlanger - Vice President, Solution Sales

Tired of document formatting fights? Say hello to effortless document creation.

Legal professionals in capital markets often spend countless hours addressing document formatting issues, such as stubborn page breaks and inconsistent...

July 31, 2025 Mike Schlanger - Vice President, Solution Sales

Best Practices for Modern Health Plan Marketing

Health plan marketing is rapidly becoming a strategic priority as plans face rising member expectations, shifting CMS regulations, and increased...

July 30, 2025 Meagan Strandberg - Field Marketing Manager

We’ve changed the game. Meet Quinn.

Powerful and flexible, Quinn radically simplifies the process of creating complex documents by eliminating arduous, low-value formatting tasks, endless review...

July 29, 2025 Bob Bergstrom - Chief Revenue Officer

Toppan Merrill unveils Quinn, an industry-changing SaaS platform for creating complex Capital Markets documents

NEW YORK and ST. PAUL, July 24, 2025 - Toppan Merrill, a global leader in simplifying the complexity of regulatory...

July 23, 2025 Toppan Merrill

SEC filing fee tables: How to convert and accurately apply iXBRL tags

Beginning July 31, 2024, SEC large accelerated filers were required to submit filing fee data in iXBRL format. The final...

July 2, 2025 Theresa Jasper - Senior SEC Product Specialist

SEC Mandates Inline XBRL Tagging for SPAC Filings: What You Need to Know

The SEC mandates new disclosures and Inline XBRL tagging for SPACs and the companies they acquire. The tagging compliance begins...

June 16, 2025 Jennifer Froberg - Sr SEC Product Specialist

Social Determinants of Health and Supplemental Benefits

Social determinants of health (SDOH) directly influence healthcare outcomes – and Medicare Advantage plans are responding by expanding supplemental benefits...

June 4, 2025 April Chambers - Healthcare Service Technology Manager

EDGAR Next Transition: Guide to Enrollment and Delegation

The transition to EDGAR Next, which requires active SEC filers to enroll through the new Filer Management website and delegate...

May 28, 2025 Jennifer Froberg - Sr SEC Product Specialist