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The Wrangle Blog

Wrangle Blog

Changes to the 2021 and 2022 Form 5500

Changes to the Form 5500 continue to be relatively small on the health and welfare side. Nevertheless, we want to keep you informed and ready to dispel any concerns from your clients. Often, when headlines include the phrase, “Proposed Changes...

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Wrangle Blog

2021’s Amendments to Plan Documents and SPDs

You can always count on ERISA evolving. With this year’s Acts: The Consolidated Appropriations Act (“CAA”) and The American Rescue Act Plan (“ARPA”), the employee benefit world once again has taken the reins of change in hand. As...

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Wrangle Blog

A Blitz of Important Notes

Here is an assortment of important information that needs to be brought to your attention: Vaccine Programs – Should they be listed in the Plan Documents and noted in the Form 5500? The answer all depends on how the vaccine program has...

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Wrangle Blog

Q&A from Wrangle’s Demystifying Form 5500s and Nondiscrimination Testing Webinar

On August 12th, Wrangle hosted our second national webinar: Demystifying Form 5500s and Nondiscrimination Testing. We thought all would benefit to read a portion of the Q&A from the attendees. We have selected two questions for each topic discussed: Form 5500s and...

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Wrangle Blog

The Latest Findings on DOL Audits

In May, the EBSA, the “police” for the Department of Labor, released their findings on their audit enforcement program of employer-sponsored health and welfare plans. We summarized the findings for you and highlighted the key points that could...

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Wrangle Blog

Questions on the Schedule A’s Experienced-Rated Premium Answered

Experienced-rated policies and how they are reported on the Schedule A in the Form 5500 can be a bit of a mystery. This blog is to help provide more understanding. What is an Experienced-Rated Contract? The premiums for the current experience-rated contract are...

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Wrangle Blog

ERISA Compliance for the Summary Annual Report (SAR)

So many focus on e-filing the Form 5500 on time, that they overlook the mandate to distribute the Summary Annual Report (SAR) to the participants. The following are key points to know and apply to prevent compliance mishaps. Also provided are important...

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Wrangle Blog

Free Webinar and Update on the Consolidated Appropriations Act

Wrangle Presents… “Demystifying Form 5500s & Nondiscrimination Testing” A Free Webinar for Our Partners Thursday, August 12, 2021 1:30 p.m. – 2:30 p.m. EST This blog is covering two fronts. First, we have information on our upcoming national webinar...

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Wrangle Blog

Benefits Exempt and Not Exempt for the Form 5500

The last thing that you want right before the July 31st deadline for the Form 5500 is to discover that a benefit should have had a Schedule A in the filing. To help prevent any surprises, below are benefits to consider....

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