Nine steps to ensure member delivery preferences are met The 2025 Medicare Advantage and Part D final rule introduces critical changes that directly impact how plans manage member communication... Jen Trewick - Principal Product Manager April 30, 2025 Health Plans
SEC updates EDGAR on Jan. 3, 2023, for Form 13F rule changes On Jan. 3, 2023, the SEC updated the EDGAR system to implement changes related to Form 13F, which is filed... Jennifer Froberg - Sr SEC Product Specialist January 4, 2023
The A-B-Cs of SOX compliance At its core, the Sarbanes-Oxley Act of 2002 is a law that was enacted in 2002 to protect the investing... Elizabeth Epler Jones, CPA - Partner, AXIA Partners December 1, 2022
Block Tagging: 7 ESEF compliance insights and best practices As originally mandated in the ESEF iXBRL requirements, effective for financial years starting on or after 1 Jan 2022, issuers... Toppan Merrill September 30, 2022
Climate Change and Corporate Governance – Where is the intersection for public companies? A new 3-part webinar series from Toppan Merrill provides a roadmap to building, enhancing and future-proofing an ESG disclosure strategy... Clockwork Admin September 9, 2022
Pay Versus Performance: SEC modernization brings Inline XBRL tagging to the proxy statement The SEC adopted a significant new rule, Pay Versus Performance, on Thursday, August 25, 2022 requiring companies to disclose information... Toppan Merrill August 30, 2022
Sarbanes-Oxley (SOX) Act – we’ve come a long way since 2002 The Sarbanes-Oxley Act was passed in 2002. The Public Company Accounting Oversight Board (PCAOB) was born, and with it, the... Elizabeth Epler Jones, CPA - Partner, AXIA Partners August 1, 2022
Keys to ESEF iXBRL filing success based on Year 1 implementation I had the opportunity to be a part of a webinar series hosted by Accountancy Europe that focused on success... Bartek Czajka - Director of XBRL Consulting Services July 26, 2022
EDGAR modernization continues: Form 144 moves from paper to structured data XML In 2021, the SEC received over 30,000 Form 144 filings. Of those, only 234 were submitted electronically on the EDGAR... Jennifer Froberg - Sr SEC Product Specialist July 8, 2022
Building business advantage through effective ESG Disclosure: A 3-part webinar series The rising importance of environmental, social and governance (ESG) disclosure hit a tipping point in the last year. Entering a... Toppan Merrill June 1, 2022
SEC fee payment method changes effective May 31, 2022 In 2021, the SEC adopted a significant final rule, Filing Fee Disclosure and Payment Methods Modernization, to modernize how companies... Jennifer Froberg - Sr SEC Product Specialist May 25, 2022