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Demystifying the Red Flags Found with Plan Documents, Form 5500s & NDT

The start of the new year is the perfect time to ensure new clients' ERISA compliance while also focusing on prospecting for additional business. What red flags should you be watching for in Plan Documents, 5500s, and NDT? Identifying potential issues early can prevent them from becoming major challenges....

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Wrangle Blog

DOL’s Civil Penalties/Monetary Penalties

  2024 Maximum Penalty   2025 Maximum Penalty  Failure or refusal to file Form 5500 $2,670 per day $2,739 per day* Failure to furnish employee benefit plan documents to the DOL during an audit (including plan and trust documents, SPD, SMM, collective bargaining agreement) $190 per day

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Wrangle Blog

2025 New Enhancements for the Dashboard and Plan Documents

Wrangle has developed new enhancements to our processes and our online 5500 Dashboard. In addition, Ascensus’ ERISA attorneys have notified us of ERISA-level changes that impact our Plan Documents. As we ring in the new year we wanted to bring this information to you. We feel very strongly that...

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Wrangle Blog

MEWA and Collective Bargaining Unique Benefit Codes

Multiple Employer Welfare Arrangements (MEWAs) and Collective Bargaining Arrangements tend not to be on many radars. Nevertheless, there is the likelihood that you will run into one if not both types of attributes for your groups’ 5500 at some point. As a result, we wanted to ensure you were...

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Key Year-End Notes for Wrap Plan Document Drafts and 2021 Form 5500s

Do you have a draft of a Wrap Plan Document for 2024 or an Amended DFVC filing for Form 2021? If yes, please read the following notes. Wrap Plan Documents If you need a Wrap Plan Document for a January 1, 2024 Plan year, the Wrap needs to be prepared and...

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Wrangle Blog

2025’s 1st Quarter’s ERISA Reporting and Disclosure Deadlines

2025 is peering around the corner. As a result, we wanted you to be aware of the 1st Quarter’s ERISA Reporting and Disclosure deadlines. Please note that this listing is not all-inclusive. Each Plan Sponsor’s unique attributes could require other disclosures or due dates.

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Wrangle Blog

Wrangle’s E-filing Process

You think that you’ve crossed the finish line with e-filing but how do you know for certain? What does Wrangle do to communicate? How do you access the e-filed reports? How long do you keep the 5500 and acknowledgment ID? Where can I find the SAR? How does the...

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Wrangle Blog

Annual Notices Now Available on the Wrangle ERISADesk Platform

The ERISADesk Platform has expanded to provide customized Annual Notices packets for your clients. Each packet will be customized with your client’s/Plan Sponsor’s Plan information such as the Wrap Plan Name and Plan year. The packets will include the following: COBRA HIPAA Privacy HIPAA Portability ACA Women’s Health and Cancer Rights...

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Wrangle Blog

Q&A from Wrangle’s National Webinar

On September 12th, Wrangle presented our national webinar, “Demystifying ERISA Compliance 2.0: Wrap Plan Documents, Complex 5500s and More.” During our presentation, we received scores of questions that we answered. We thought all would benefit from receiving the information to enhance your understanding.

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