Wrangle Blog
Two Important Updates on the DOL’s DFVC Program
As reported in our blog at the end of July, the DOL has updated its online payment process system for use with the Delinquent Filer Voluntary Compliance Program (DFVCP). We contacted the DOL last week and wanted to provide two key details that were shared with us. The...
Read MoreWrangle Blog
DOL DFVC Changes July 2025
On July 24, the DOL rolled out new changes to its DFVC Program, mostly centered on the penalty payment and the use of the online calculator payment system. The e-filing portion has remained the same. Nevertheless, there will be changes with Wrangle’s process as a result. The changes to...
Read MoreWrangle Blog
Demystifying the Basics of the Form 5500s With a Bonus on Important Compliance Reminders and Tools for Q4
Demystifying the Basics of the Form 5500s With a Bonus on Important Compliance Reminders and Tools for Q4 Date: Thursday, August 21, 2025, at 10:30 am PST Q3 and Q4 are the busiest times of year for brokers. This webinar aims to...
Read MoreWrangle Blog
ERISA Plan Year vs Policy Period
Without fail, the two questions that we receive daily are: “What is the difference between the ERISA Plan Year and the Policy Period?” “Can the ERISA Plan year and the Policy Period be different dates from each other within the Form 5500?” Both the ERISA Plan Year (EPY) and Policy...
Read MoreWrangle Blog
Don’t Forget about Form 5500 Final Reports
So much has been emphasized on remembering to file a Form 5500 once the reporting threshold has been met. Just as important is to be sure to remember to file a final report when the Plan has terminated. We often see cases where final reports were never filed —...
Read MoreWrangle Blog
Reminders for Quarter 3
The debate is still ongoing as to whether the 3rd Quarter is the calm before the storm. However, with renewal meetings right around the corner and marketing proposals a true whirlwind in motion, many are already in overdrive. As you keep your eye on the renewal game, be sure...
Read MoreWrangle Blog
Disturbing Trend with Level-Funding Benefits
From 2023, when we first reported Level-Funding benefits, to now, the number of questions that we have received has significantly increased. In addition, the questions coming to us are now from small groups who, in the past, never had to file Form 5500s (unless they had a trust...
Read MoreWrangle Blog
EBSA’s Penalties Increased
Wrangle identified discrepancies between the penalties listed in recent DOL letters and those published in the EBSA Enforcement Manual. Upon contacting the DOL, we were informed that penalties have increased to account for inflation. Prior to 2024, these penalties had remained unchanged for decades and are now catching up. According...
Read MoreWrangle Blog
Reminders for the Second Quarter
Reminders for Second Quarter Hard to believe, but the second quarter of the year is already well underway. To avoid any surprises, it’s important to keep certain deadlines on the radar and begin taking proactive steps now to ensure success. Good Practice: Conduct nondiscrimination testing for Cafeteria Section 125, Self-Insured...
Read More