Wrangle Blog
2020ās Amendments to Plan Documents and SPDs
2020 will be known as a fast-moving avalanche of legislative change to employee benefits due to COVID-19. It is now required to record the changes and their impacts to the Plan Sponsorās Wraparound Plan Documents and SPDs, and to communicate to the...
Read MoreWrangle Blog
Reminder: Electronic Disclosure Rules and Open Enrollment Materials for SMMs
We are in the thick of Open Enrollment Season, which tends to be a time of year when various required notices are issued. With many working from home, the need for electronic distribution is critical. Here are some items to keep in...
Read MoreWrangle Blog
Current Special Extension Details from Natural Disasters
After COVID-19, shelter-in-place orders, protests, loss of jobs, remote learning, etc., many are wondering, "What's next? Godzilla?!". For some, natural disasters have come instead. If the President declares a natural disaster, the IRS and DOL are able to issue special extensions for...
Read MoreWrangle Blog
Demystifying Trust Form 5500s
When a new client comes on board with a Trust ERISA Plan, you may feel a wave of uncertainty and know just enough of what needs to be done to be dangerous. Do you have any of the following questions in your...
Read MoreWrangle Blog
The 6 Most Over-Looked Details of a Form 5500 Report
There are definite steps that you can take to help keep the Form 5500 report processĀ moving forward.Ā Here are the six key areas that you donāt want to overlook. 1. Did the Plan Sponsor move to a new location or update its...
Read MoreWrangle Blog
Employer-Relief Available for Certain Participant Disclosure Deadlines
By: Emily Marr ***Special Note: This Blog piece was updated on Oct. 8th to reflect the latest news on the Public Health Emergency. It was renewed on Oct. 2nd, with the effective date of October 23, 2020. COVID-19 deadline extensions arenāt just...
Read MoreWrangle Blog
Wrangle News Briefs
Many have their running shoes on to be ready on the starting line of renewal season. This blog gives you the āneed to knowā info to be able to quickly grab and run to your next task. Another Extension Option: With the IRS not...
Read MoreWrangle Blog
The Effects of Downsizing or Bankruptcy on 5500s
COVID-19 has been a firestorm for the business world. Many have had to let go of employees, declare bankruptcy, or worse yet, shut their doors permanently. Unfortunately, this can have an impact on the Form 5500 as well. Each situation...
Read MoreWrangle Blog
Weird But True
Form 5500s can bring unique situations to light. Here are some recent research projects that we conducted, along with their outcomes, for your learning experience. We also added questions that we receive on a regular basis to help you develop a more...
Read More