Financial Reporting & Regulatory Compliance Solutions | Toppan Merrill

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...

On July 16, 2026, the SEC released their long-awaited e-delivery proposal.

When working on a proxy statement, tracking down repeated content scattered across sections is extremely time-consuming and risk prone. It is not just inefficient. It creates opportunities for inconsistency and introduces unnecessary risk.

Consider a familiar scenario. You update a word, sen...

Corporations, investment firms, health plans and County Registrar of Voters offices are responsible for delivering critical communications to investors, members and constituents that must be accessible, accurate and compliant with evolving requirements. A comprehensive accessibility program should provide a structured workflow, from document intake assessment through remediat...

Today’s health plans rely on a growing network of delegated entities and technology vendors. They also work with communications partners, provider groups, and community organizations. Specialty service providers help deliver services, manage operations, and engage members.

These partnerships are now essential. They help organizations access specialized expertise. They...