New SEC Section 16 requirements for Foreign Private Issuers
Beginning March 18, 2026, officers and directors for certain FPIs will need to comply with Section 16 of the 1934...
Jennifer Froberg - Sr SEC Product SpecialistUpdates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: Why Every SEC Filer Needs to Prepare for EDGAR Next Now [9:07]
On The Dot (Episode 3) - A conversation with Gordon Ruckdeschel about the EDGAR Next proposal and the steps SEC filers can take now to be ready for the final rule.
Updated: March 17, 2026
Jennifer Froberg - Sr SEC Product Specialist
From regulation to readability: Improving Medicaid NOABDs
Health plans have long treated Medicaid Notice of Adverse Benefit Determinations as a compliance exercise, but these high-impact communications shape...
Kimulet Winzer | Healthcare Client Account Manager
Everything you need to know about Inline XBRL (iXBRL)
Originally posted on Sept. 20, 2021. Updated May 8, 2026. What is iXBRL tagging? iXBRL (Inline eXtensible Business Reporting Language)...
AI in Medicare & Medicaid: Better member access
Artificial intelligence is rapidly moving from concept to reality across the healthcare industry. Reports show that a full 70% of...
Kimulet Winzer | Healthcare Client Account Manager
Form 11-K Inline XBRL compliance: Key requirements and timing
In 2022, the SEC announced a final rule requiring 11-K annual reports to be filed in Inline XBRL (iXBRL) format...
Jennifer Froberg - Sr SEC Product Specialist
Future of health plan member communications: AI and digital
Healthcare communication is entering a pivotal new chapter, where rising expectations and advancing technology are reshaping how health plans connect...
Kimulet Winzer | Healthcare Client Account Manager
New climate disclosure rules in California, New York and the EU signal a shifting landscape
Within just the first quarter of 2026, climate and sustainability disclosure requirements continue to evolve, and companies face an increasingly...
Chelsi Tryon - Director of ESG
RILA: The next steps for compliance
After the conclusion of the initial conversion cycle for the use of amended Form N-4, topics emerged from issuers that...
Guy Stanzione - Director, SEC Compliance Services
Notices & communications required for an annual meeting of shareholders
Overview A successful annual meeting of shareholders relies on accurate, effective and timely communication. It also requires shareholder engagement and...
Mike Spelman - Director, Proxy Solutions
Beyond technology: The discipline behind exceptional SEC filings
Regulatory disclosure is complex and constantly evolving. SEC filers need a partner with deep expertise, a disciplined process and responsive...
Al Cutrone - Client Services, Vice President