Wrangle 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 MoreWrangle Blog
What Plan Documents Do You Need and What are the Required Mandatory Legislative Plan Document Amendments for 2025?
The cornerstone for an ERISA Plan is to have the required Plan Documents in place. Documents – plural? There is to be more than one? Many focus on the Wrap Plan Document, but more is needed for your foundation as we will outline in this blog. At the end of...
Read MoreWrangle Blog
Best Practices for Organizing ERISA Materials
Whether the reason is to respond to a DOL audit, a participant’s request, a lawyer’s inquiry, or just a new HR manager taking over a new set of tasks, having the ERISA compliance materials easily accessible and up to date can make all the difference. Case in point… Recently a...
Read MoreWrangle Blog
Demystifying Red Flags Found with Wrap Plan Documents, Form 5500s and NDT
Demystifying Red Flags Found with Wrap Plan Documents, Form 5500s and NDT Our webinar was packed with information on the Plan Documents and the H&W Form 5500. We are pleased to provide to you the questions collected during the presentation and the corresponding answers. If you need...
Read MoreWrangle Blog
2025 First Quarter Reminders
Many brokers have provided a similar sentiment to us: there is not a busy season, but rather the whole year is at a crazed and busy pace to handle all that is required. To help you stay on track, here are key reminders under the ERISA Reporting and Disclosure for...
Read MoreWrangle Blog
Q&A from Wrangle’s Latest Webinar: Know the Tips & Tricks in Using Ascensus Wrangle Team’s 5500 Dashboard
Q&A Session Our webinar was packed with information on the 5500 Dashboard. We are pleased to provide to you the questions collected during the presentation and the corresponding answers. If you need further clarification or additional support, please contact Elaine Harvey at eharvey@wrangle5500.com
Read MoreWrangle Blog
Register for 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....
Read More