E-Delivery as the default: An inside look at the SEC’s proposal The SEC’s proposed Regulation E-Delivery could change how investor communications are delivered. The proposal would allow e-delivery as the default... Guy Stanzione - Director, SEC Compliance Services August 11, 2026
Reducing SEC compliance risk with automated document distribution workflows Many providers of retirement plans, IRAs and 403(b) plans, variable product issuers, intermediaries and plan sponsors still rely on fund... Guy Stanzione - Director, SEC Compliance Services July 28, 2026
Expanding the shelf: How the SEC could open capital markets to more issuers In May 2026, the SEC announced its Registered Offering Reform proposal, the latest in the trio of proposals aimed at... Jennifer Froberg - Sr SEC Product Specialist July 21, 2026
A closer look at the SEC EGC accommodations and filer status simplification proposal In May 2026, the SEC introduced three proposed rules intended to streamline the IPO process, encourage more companies to go... Jennifer Froberg - Sr SEC Product Specialist July 9, 2026
The shift from annual updates to always-on communication: How leading companies strengthen shareholder communication and investor relationships Effective shareholder engagement is no longer a once-a-year effort, it’s an always-on strategy. Today’s leading public companies are building year-round... Toppan Merrill June 17, 2026
Redefining the SEC compliance reporting cadence: Inside the SEC’s Semiannual Reporting proposal The SEC has introduced three proposed rules aimed at reshaping the current reporting cadence, part of a broader effort to... Jennifer Froberg - Sr SEC Product Specialist June 5, 2026
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 Specialist May 28, 2026
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)... Toppan Merrill May 8, 2026
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 April 22, 2026
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 February 27, 2026