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 ServicesUpdates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: MIC trends to watch: Advancements and innovations for 2026 [7:26]
On The Dot (episode 11) - A conversation with MIC expert Jason Barnard as he shares key trends to elevate your 2026 Management Information Circular.
Updated: October 1, 2025
Shelly Wavrin - Advisor, XBRL Consulting Services
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
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...
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
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
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
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
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
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
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