toppan merrill
  • Insights
  • About Us
  • Contact
  • Client Login

    Toppan Merrill Bridge™

    Content Control

    My Workspace

    Toppan Merrill Document Delivery

    Toppan Merrill Insurance Solutions

    Section16Direct

    SEC Connect

    SOX Automation

  • EN

    English

    简体中文 (Simplified Chinese)

    繁體中文 (Traditional Chinese)

  •  
  • Capital Markets Transactions

    • Capital Markets Transactions

      Equity, Debt & IPO Offering Management Services

      M&A

       

       

       
       

      Capital Markets Transactions Resources

      Insights & Analysis

      Events

      SEC Resources

      EDGAR Resources

      XBRL Resources

       

       

      Capital Markets Transactions Products

      Bridge

      Built on the Microsoft® Office® platform, Bridge makes disclosure content management easier, faster and more accurate.

       

       

       

  • Regulatory Disclosure

    • Regulatory Disclosure for Corporations

      Annual Meeting & Proxy Solutions

      Annual Meeting & Proxy Consulting

      Periodic & Interim Reporting

      SEC Reporting Software for IXBRL & EDGAR Filings

      iXBRL for ESEF Filings

      SEDAR Filings

      Section 16 Filings

      Automated SOX Compliance

       

       

      Regulatory Disclosure for Investment Management

      Periodic & Interim Reporting and Prospectuses

      Component Content Management & Output

      Website Document Hosting

      Shareholder Preference Center

      Compliance Center for Variable Products

       

       

       

      Regulatory Disclosure Resources

      Insights & Analysis

      Events

      SEC Resources

      EDGAR Resources

      XBRL Resources

       

       

      Regulatory Disclosure Products

      Bridge

      Built on the Microsoft® Office® platform, Bridge makes disclosure content management easier, faster and more accurate.

       

       

      SOX Automation

      Intuitive SaaS technology that centralizes all business locations, processes, risks and controls delivering efficiency, transparency, and predictability of cost.

       

       

  • Regulated Communications

    • Regulated Communications

      Industries

      Financial Services

      Health Insurance

       

       

       

      Offerings

      Omni-channel communications

      Document Creation & Management

      Sales Enablement

      ADA Services

      Fulfillment & Distribution

      Printing Services

       

       

       

      Regulated Communications Resources

      Insights & Analysis

      Events

       

       

      Regulated Communications Products

      Connect

      Drive client engagement and streamline personalized, compliant communications from printing to leading-edge digital solutions.

       

       

       

  • Products
    TOPPAN MERRILL
    ConnectTM

    Connect helps drive client engagement and streamline personalized, compliant communications from printing to leading-edge digital solutions.

    TOPPAN MERRILL
    BridgeTM

    A seamless SaaS solution built on the Microsoft® Office® platform, Bridge is an intuitive technology that makes disclosure content management easier, faster and more accurate.

  • Resources
    •  
       

      Insights & Analysis

      Events

      SEC Resources

      XBRL Resources

      SEC EDGAR Resources

      Regulatory Compliance Glossary

       

       

       

toppan merrill
  • Capital Markets Transactions
    • Overview
    • Equity, Debt & IPO Offering Management Services
    • M&A
  • Regulatory Disclosure

    • For Corporations

      • Overview
      • Annual Meeting and Proxy Statement Solutions
      • Periodic & Interim Reporting
        • SEC Reporting Software for IXBRL & EDGAR Filings
        • iXBRL for ESEF Filings
        • SEDAR Filings
        • Section 16 Filings
        • Automated SOX Compliance

    • For Investment

      • Overview
      • Prospectus for Investment Management
      • Periodic & Interim Reporting for Investment Management
        • Component Content Management & Output
        • Website Document Hosting
        • Shareholder Preference Center
        • Portfolio Specific Document Management for Variable Products
  • Regulated Communications
    • Overview

    • Industries

      • Financial Services
      • Health Insurance

    • Offerings

      • Omni-Channel Communications
      • Document Creation & Management
      • Sales Enablement
      • ADA Services
      • Fulfillment & Distribution
      • Printing Services
  • Products
    • Connect
    • Bridge
    • SOX Automation
  • Resources
    • Insights & Analysis
    • Events
    • SEC Resources
    • SEC EDGAR Resources
    • XBRL Resources
    • glossary
  • Insights & Analysis
  • About Us
  • Contact
  • Client Login
    • Toppan Merrill BridgeTM
    • Content Control
    • My Workspace
    • Form N-MFP Online
    • Toppan Merrill Document Delivery
    • Toppan Merrill Insurance Solutions
    • Section16Direct
 

All Blog Posts

 

Back to Insights & Analysis

Get insights, best practices and strategies to help your business.

Subscribe
  • Total Post Count New: 414>
    WASSSUP: 200
    Total Page Count: 33
    V3
  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • >
Total Post Count: 414
V2
Toppan Merrill | June 02, 2023

What is SEDAR+?

News to Use: What is SEDAR+? SEDAR+, the new Canadian Securities Administrators (CSA) platform originally set to launch June 13, 2023, has been delayed. The ...

Learn More >
Summer Beach, Associate Director, Medicare Compliance Solutions, Toppan Merrill | May 30, 2023

CMS Changes the Definition of Marketing

We’ve heard the saying, “history repeats itself.” This rings true with yet another Centers for Medicare & Medicaid Services (CMS) rewrite of what ...

Learn More >
Toppan Merrill | May 24, 2023

SEC Closed for Memorial Day – May 29, 2023

In honor of Memorial Day, the SEC is closed Monday, May 29, 2023. No filings can be received. Filings submitted after 5:30 pm EDT, Friday, May 26, 2023, will ...

Learn More >
Guy Stanzione, Compliance Services Director, Toppan Merrill | May 10, 2023

How the new SEC Tailored Shareholder Report Rule impacts your EDGAR filing

The SEC has been focusing on digitally transforming and modernizing all aspects of fund operations for many years. That effort serves multiple purposes, but ...

Learn More >
Summer Beach, Associate Director, Medicare Compliance Solutions, Toppan Merrill | May 10, 2023

Debunking the Classic Myths Surrounding CMS Star Ratings

The Star Ratings issued for Medicare Advantage and Part D plans by the Centers for Medicare & Medicaid Services (CMS) are sometimes plagued with their own ...

Learn More >
Guy Stanzione, Compliance Services Director, Toppan Merrill | May 02, 2023

Tailored Shareholder Reports: Managing the SEC Website Hosting Requirements

In recent years the SEC has been focused on modernization and digital transformation, with the goals of:  Increased transparency and accessibility of investor ...

Learn More >
  • Total Post Count New: 414>
    WASSSUP: 200
    Total Page Count: 33
    V3
  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • >

Most Popular Blogs

What’s happening with the Nasdaq board diversity proposal?
SEC Commissioner calls for XBRL tagging beyond financial statements
With ESG, Things Aren’t Always As Green As They Seem
Item 402 Pay Ratio Disclosures: Annual proxy statements filed in 2021 may need a new median employee determination
Regulation S-K Amendments Effective November 9, 2020
Shareholder Proposal Rule modernized - now what?

Regulatory Resources & Downloads

  • SEC Resources
  • EDGAR Resources
  • XBRL Resources
2020 Compliance Calendar

Download >
2020 SEC Reporting Rules: 10-K, 10-Q, 8-K &SD

Download >
2020 SEC Reporting Rules for Proxy Statements

Download >
2020 ETF Handbook

Download >

Subscribe
ToppanMerrill logo

Expand Possible.

twitter linkedin

Solutions

  • Capital Markets Transactions
  • Regulatory Disclosures for Corporations
  • Regulatory Disclosures for Investment Management Companies
  • Financial Services Marketing & Communications
  • Health Insurance Marketing & Communications
  • Election Services

Technologies

  • Toppan Merrill Connect™
  • Toppan Merrill Bridge™

Insights

  • Blog
  • SEC Resources
  • EDGAR Resources
  • XBRL Resources

About Toppan Merrill

  • About Toppan Merrill
  • Operating Principles
  • Careers

Get In Touch

  • Contact Us

TERMS OF USE | PRIVACY NOTICE | TOPPAN MERRILL SERVICES AGREEMENT | TOPPAN MERRILL SUPPLIERS | GLOSSARY

© Toppan Merrill 2022

ToppanMerrill logo
Expand Possible.
` twitter linkedin
Solutions
  • Capital Markets Transactions
  • Regulatory Disclosures for Corporations
  • Regulatory Disclosures for Investment Management Companies
  • Financial Services Marketing & Communications
  • Health Insurance Marketing & Communications
  • Election Services
Technologies
  • Toppan Merrill ConnecTM
  • Toppan Merrill BridgeTM
INSIGHTS
  • Blog
  • SEC Resources
  • EDGAR Resources
  • XBRL Resources
About Toppan Merrill
  • About Toppan Merrill
  • Operating Principles
  • Careers
Get In Touch
  • Contact Us

TERMS OF USE | PRIVACY NOTICE | TOPPAN MERRILL SERVICES AGREEMENT | TOPPAN MERRILL SUPPLIERS | GLOSSARY

© Toppan Merrill 2019