Wrangle Blog
Key Year-End Notes for Wrap Plan 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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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’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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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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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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4th Quarter ERISA Reporting and Disclosure Deadlines
Throughout the year, we will post a blog on the upcoming deadlines to track for the following quarter that pertains to ERISA Reporting and Disclosure. This blog is to cover those that are fast approaching from October through December. Please note that this listing is not all-inclusive. Each Plan...
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Form 5500 Extension Process Using the Form 5558
The Health and Welfare Form 5500 is due seven months after the end of the ERISA Plan year. Even with the best preparation tools in place, situations outside of a person’s control can mean more time is needed to have the...
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Wrangle’s Fall Webinar Registration: Demystifying ERISA Compliance 2.0: Wrap Plan Documents, Complex 5500s and More
For the last several years our Demystifying series has focused on building and strengthening your understanding of the basic levels of ERISA compliance. This training will take you to the next level. You already know what a Wrap Plan Document is and the components for the Form 5500. Now you...
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Backdating the Wrap Plan Document
When Form 5500s ramp up in the second quarter, our ERISA Desk Team receives a wave of urgent requests for the Wrap Plan Document to be prepared. Often with these inquiries, the Plan Sponsor specifies that the Wrap Plan Document needs to be backdated beyond the current ERISA plan...
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