Wrangle Blog
Looking Ahead: Highlights for the Fourth Quarter
Fourth Quarter is not just a time to have open enrollment and the benefit decisions in place for the new year. It also requires some attention on the ERISA reporting and disclosure front, including amendments for Plan documents. As a reminder, here are the highlights along with a special...
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Demystifying the Basics of the H&W Form 5500s
Demystifying the Basics of the H&W Q&A Session - Questions Focused on 5500s Question Answer 1 Do we file the Form 5500 when the group has 100+ at the beginning of the plan year or at the end of the plan...
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Two Important Updates on the DOLās 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 three key details that were shared with us. The...
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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 Wrangleās process as a result. The changes to...
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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...
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ERISA Plan Year vs Policy Period
Without fail, the two questions that we receive daily are: āWhat is the difference between the ERISA Plan Year and the Policy Period?ā āCan the ERISA Plan year and the Policy Period be different dates from each other within the Form 5500?ā Both the ERISA Plan Year (EPY) and Policy...
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Donāt 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 ā...
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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...
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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...
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