Financial Reporting & Regulatory Compliance Solutions | Toppan Merrill

For years, this setup and prep time was just buried as a part of the cost of doing business. Disclosure platforms were built for a different era, one where local installations, dedicated hardware requirements and ongoing IT maintenance were expected. In that era, these tools served their purpose well, but the world has moved. Teams are more distributed. Timelines are tighter....

Managing creativity while following regulatory rules can be challenging. You may need to focus on optional pieces and content packaging. For government-sponsored plans, you may need to include specific standardized pieces to meet regulatory requirements.

Unlike Medicare, which is federal, Medicaid is a jointly funded fe...

The SEC’s proposed Registered Offering Reform is mainly aimed at making it easier, faster, and less expensive for issuers to raise capital in the public markets. It is part of a

After several delays, compliance with most sections of the SEC’s amended Investment Company Act Names Rule (Rule 35d-1), began on June 11, 2026 for larger fund groups with $1 billion dollars or more in net assets and will begin on December 11, 2026 for smaller fund groups with less than $1 billion in net assets.

Additionally, the SEC also extended Form N-PORT complian...

Managing tabular financial data in a spreadsheet application like Excel®, then finding a way to get the tables and data to appear in your proxy statement has historically been a manual entry or a “copy-and-paste” exercise, fraught with frustration in getting the rows and columns to format properly and be on brand. To make matters even more challenging, when even a single data...