Updates & Insights

500+ Proxy statements contain up to multi-million dollar XBRL tagging errors

A recent review of the 2024 filed Pay versus Performance proxy disclosures has uncovered an alarming number of filings containing...

Shelly Wavrin - Advisor, XBRL Consulting Services

May 16, 2024

Corporate Compliance

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

May 15, 2024

Health Plans

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...

Cooley LLP

May 6, 2024

Corporate Compliance Financial Services

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

April 18, 2024

Corporate Compliance

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

April 17, 2024

Health Plans

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

DLA Piper

April 4, 2024

Corporate Compliance

Tailored Shareholder Reports: 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

March 29, 2024

Financial 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

March 29, 2024

Corporate Compliance

MAOs need to digitally transform the member experience—here’s how

Medicare Advantage payers need to digitally reinvent the way they present their member experience to beneficiaries. Allowing for more omnichannel...

Jen Trewick - Principal Product Manager

March 27, 2024

Health Plans

SEC Adopts Climate Reporting Requirements

In a blog posted on March 7, 2024, Cooley discusses the final climate disclosure rule adopted by the SEC on...

Cooley LLP

March 15, 2024

Corporate Compliance