Wrangle Blog
Why is the Summary Annual Report Like a Pinto?
The Form 5500’s Summary Annual Report in its current format and timeframe for delivery is in many ways the Pinto of the ERISA-mandated participant disclosure notices. It does serve a function, however like the Pinto many would rather not acknowledge it or place any value on it....
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Are Charter Schools Under ERISA?
Would you consider the following Charter School as a political subdivision, or governmental entity and therefore exempt from ERISA reporting? The charter school was organized as a private, nonprofit corporation The school was run by an independent board of directors The school...
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The Top 14 Rules and Facts on Schedule As
When asked questions on the Schedule As, most know just enough to be dangerous. After reading our Top 14 Rules and Facts on Schedule As, you will know what we here at Wrangle know. Also be...
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A Note from Lynda Taylor, Vice President, Wrangle
We’re delighted to announce that Wrangle is becoming part of Ascensus, a firm whose technology and expertise helps millions of people save for retirement, education, and healthcare. We chose to embark on this exciting new path with Ascensus based on our...
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Wrangle Under Ascensus
Since 2006 Wrangle has prepared health and welfare Form 5500s for e-filing. To date, we have prepared over 140,000 5500s, and in 2017 we expanded our services to provide ERISA Plan Document/SPD packages, HIPAA manuals and nondiscrimination testing. All...
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Ascensus Announces Agreement to Acquire Oregon-Based Wrangle
PRESS RELEASE FOR IMMEDIATE RELEASE CONTACT: Media@ascensus.com Ascensus Announces Agreement to Acquire Oregon-Based Wrangle Expands Compliance Capabilities with Addition of Leading Provider of Health & Welfare Form 5500 Preparation and ERISA Health...
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Acquisitions and Form 5500s
When a client announces during a strategic planning meeting that they have acquired a new company or companies, as a broker, your head starts to spin as you try to decipher what needs to be covered, starting off...
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Voluntary Benefits and Safe Harbor
Generally-speaking, voluntary benefits such as supplemental life or critical illness insurance are individually-elected benefits that the employee pays 100% of the premium. Some Plan Sponsors choose to sponsor/endorse the benefit which would keep it under their group...
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Top Five 2019 E-filing Details from the DOL
Can you receive an email from the DOL? The answer may surprise you… The division of the DOL that oversees the Form 5500s, the EBSA sent out the 2019 Fact sheet on the 5500 e-filing process. As suspected there are...
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