The state of ESEF – Part 2: What is next for ESEF?
In this second blog of a three-part ESEF series, Danny Northey, Bartek Czajka and Martin Lorentsson share their thoughts on...
Updates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: Simplifying the annual proxy planning process [12:59]
On The Dot (episode 10) - A conversation with Proxy expert Mike Spelman discussing how issuers can simplify annual meeting prep, cut costs, and streamline the proxy process.
Updated: August 20, 2025
SEC modernizes cybersecurity reporting for public companies: Inline XBRL overview
The SEC adopted a new cybersecurity reporting rule affecting domestic and foreign private issuers. Issuers will be required to iXBRL...
Jennifer Froberg - Sr SEC Product Specialist
Drawing within the lines during Medicare Advantage sales presentations
Prevent marketing complaints by helping your sales force understand which materials are required during sales discussions.
Summer Beach – Associate Director, Medicare Compliance Solutions
The state of ESEF – Part 1: Taking stock of the first few years
After this year’s filings, we are seeing a shift in conversations with filers: The focus is more on quality and...
Podcast: Cybersecurity risk management, strategy, governance and incident disclosure [10:54]
On The Dot (Episode 1) - A conversation with Jennifer Froberg, Senior SEC Product Specialist, about the new cybersecurity disclosure...
Jennifer Froberg - Sr SEC Product Specialist
Medicare Advantage Special Enrollment Periods. Ready to assist enrollees with plan choices?
When unique circumstances hit your membership, they can miss their chance to enroll entirely, or to change plans. Look here...
Summer Beach – Associate Director, Medicare Compliance Solutions
New N-PX reporting requirements for 13F filers (Institutional Investment Managers)
Mutual Funds are required to report annually on Form N-PX the proxy votes they exercise for securities the fund holds....
Jennifer Froberg - Sr SEC Product Specialist
The SEC modernizes Form N-PX to require Mutual Funds to report proxy votes in XML
Mutual Funds are required to report annually on Form N-PX the proxy votes they exercise for securities the fund holds....
Jennifer Froberg - Sr SEC Product Specialist
Crossing the finish line: Final review for your 2024 ANOCs and EOCs
Toppan Merrill understands complex, and simple edits are important to your CMS-required ANOC and EOC benefits documents.
Summer Beach – Associate Director, Medicare Compliance Solutions
Important Topics Related to Insider Trading Disclosure and iXBRL Tagging
The SEC continues their focus on effective corporate governance and transparent executive compensation disclosure with the adoption of the Insider Trading...
Jennifer Froberg - Sr SEC Product Specialist