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Wrangle Blog

Help for Open Enrollment Season

There are two areas during open enrollment season where we can assist: Creating one document to serve dual needs. This can easily be accomplished, and we will show you how Providing you with the steps to electronically distribute materials via email or website posting as permitted by the ERISA...

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Wrangle Blog

Historical Precedence for Form 5500s

We are often asked, “The group has always filed multiple benefits under one Plan number and one 5500. However, they cannot find a corresponding Wrap Plan Document in place. Can we continue to file as one plan?” Unfortunately, we feel a pang of apprehension and worry each time we...

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Wrangle Blog

Breaking News: A New Online Approach for Plan Documents and SPDs

Wrangle has worked long and hard to share two significant changes from our ERISA Desk Department with you. Beginning September 19th, you will be able to submit your Plan Documents and SPD projects online using the ERISA Desk Platform (soon other types...

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Wrangle Blog

Do You Report Stop-Loss in the 5500 Report?

Stop-loss is a critically important benefit for plans that have self-funded policies. Generally speaking, the DOL considers this benefit to protect the Employer or the plan if under a trust. It typically does not protect the participants/employees. If the benefit does not...

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Wrangle Blog

Other Types of Plan Documents and Adoption Agreements

Often Wrangle asks for a health and welfare Wrap Plan Document and/or its SPD to reference for the Form 5500. Did you know that there are other types of Plan Documents/SPDs and Adoption Agreements? If these are foreign to you or you need a refresher of what they include,...

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Wrangle Blog

The DOL Releases the 2022 Form 5500 Draft

The DOL has communicated the changes* for the 2022 Form 5500. They are focused on only the pension plans. As a result, we have great news: There are no changes for health and welfare Form 5500s. Our dashboard process and the data points needed for your 2022 Form 5500...

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Wrangle Blog

The Top 7 Details To Know About the QMCSO Requirements

You may recognize the acronym “QMCSO”, but are you aware of what it represents and the written procedures and disclosure requirements? Our ERISA desk has received several questions from brokers on this topic for plan documents and SPDs. Here are the top seven questions we received with...

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Wrangle Blog

The 80-120 Rule

How often do you say to your clients, “I have an option that will give you a break and save you thousands of dollars”? In today’s world, this is certainly on the rare side. However, the Department of Labor, with the Form 5500, does have such an option for...

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Wrangle Blog

Additional Services Available Through Wrangle

For years Wrangle has been your partner for health and welfare Form 5500s, wrap plan documents, and SPDs. We are often asked for assistance on several other spokes within the employee benefits industry. As part of the Ascensus family, we extend to you a wealth of resources to meet...

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