Wrangle Blog
Annual Notices Now Available on the Wrangle ERISADesk Platform
Starting mid-October, the ERISADesk Platform will expand 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...
Read MoreWrangle Blog
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.
Read MoreWrangle Blog
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...
Read MoreWrangle Blog
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...
Read MoreWrangle Blog
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...
Read MoreWrangle Blog
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...
Read MoreWrangle Blog
Preliminary Details on the 2024 Form 5500 and Form 5558
Need a break from hearing about deadlines? We have good news to share on what to expect for 2025! Form 5500: First, we have been informed by the DOL* that the 2024 Form 5500 will have no changes for health and welfare; most are behind-the-scenes updates for functionality. We were given...
Read MoreWrangle Blog
What to Do for the 7/31 Crunch Time
Oh no! I have a January 1 plan year client with a Form 5500 due date of 7/31/2024. I have not started working on their 5500. Is there still time to get this into the Dashboard? Will I have a Form 5500 report ready by the deadline? If not,...
Read MoreWrangle Blog
Potential Plan Document Amendment Due Date Coming Up in July
Calendar Year Plans that had a change to the Benefit Plan within 2023 require the summary material modification (SMM) document to be distributed to Plan participants attached to the SPD by July 28th. This may raise some questions: Why July 28th? If the Wrap Plan Document has a shelf life...
Read More