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Nondiscrimination Testing Services Now Available on the Wrangle Platform

The Q3 is geared toward rounding out renewal reports, preparing and initiating open enrollment, and is the ideal time for nondiscrimination testing (NDT) to be completed. If nondiscrimination testing holds more questions than answers for you, we hope that this blog...

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Wrangle Blog

The DOL is Issuing Out $30,000 Penalty Letters

The Department of Labor has been actively auditing the filed 5500s filings to find missed reports, particularly around the 2021 Form 5500. Once they spot a potential missed filing, they are issuing out a “Letter of Inquiry Notice” to the Plan Sponsor. These letters cannot be ignored with the...

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Wrangle Blog

POP Plans: What Are They and Why Do They Need to Have a Separate Plan Document from the Wrap Plan Document?

A POP Plan for many is shrouded in mystery. To help bring clarity, we are outlining the key details below. What Are POP Plans? “POP Plans” stands for Premium Only Plans or are also known as Premium Conversion Plans and are...

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Wrangle Blog

An In-Depth Tutorial on Using the Wrangle Plan Doc/NDT Platform

An In-Depth Tutorial on Using the Wrangle Plan Doc/NDT Platform This is not just a tutorial on how to use the Platform but also on the terms, definitions, and instructions on what Plan Document and NDT...

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Wrangle Blog

2023 Form 5500, Stop Loss, and Level Funding News

Wrangle met in person with the DOL in June at their EFAST2 Nashville conference to discuss the 2023 Form 5500 that will be released on January 1st. We also inquired on how the DOL would like to handle level funding and...

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Wrangle Blog

Plan Document Project Intake Guide

While Wrap Plan Documents and SPDs are required to meet ERISA compliance mandates for Plan Sponsors, many still go without them. This is partially due to staring at a blank slate, wondering what information could be needed. To give a basic...

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Wrangle Blog

From A–Z on the Health and Welfare Form 5500

Wrangle will soon have an available portfolio on the Health and Welfare Form 5500. It promises to provide the answers on what the needed information is for the 5500 and how to relay the data within it. Additionally, it will highlight...

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Wrangle Blog

Wrangle Health and Welfare Form 5500 Checklist – Getting Started

This blog post is the first of a three-part series to provide you with Wrangle’s checklists and guides for your Form 5500 reporting, Plan Documents, and SPDs and NDT Testing. These materials are purposely crafted to help you answer your questions...

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Wrangle Blog

Reporting Level-Funding in the Form 5500

[Special note: This blog is written with the premise that the plan in question is already under ERISA; if you ever need guidance on determining if you have an ERISA Plan, click here as a good place to start. This...

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