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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...

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Wrangle Blog

Want to Know the Status of Your 5500? Key Tools to Help

Wrangle is laser-focused as we prepare those Form 5500s that are due July 31st. Since 2018, we have given you front row seats to watch our progress through our online Dashboard. At any time, you can find the status on a...

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Wrangle Blog

New Deadlines for the Summary Annual Report (SAR) the Summary Plan Description (SPDs) and the Summary Material Modification (SMM)

The EBSA Disaster Relief that was issued recently and brought changes to COBRA and other disclosure timeframes, also affects the distribution timeframes for the Summary Annual Report, (the SAR), the Summary Plan Description (SPDs), and the Summary Material Modification (SMM, which is...

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Wrangle Blog

Form 5500s with Mergers and Acquisitions

Mergers and acquisitions may create a slippery slope for Form 5500s. As a result, Wrangle receives many questions in this area each week. Below, are a series of questions and answers that have crossed our desks. In addition, since mergers may...

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Wrangle Blog

Action Items Required for COBRA

What does this mean for you, as the broker?  Be ready to share the following two items with your clients. What is Already Familiar: As you know, under Federal law, COBRA allows certain employees (and their families), who would...

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Wrangle Blog

COVID-19’s Impact on Plan Documents and 5500s

Wrangle has received scores of questions on how the various federal legislative acts responding to the COVID-19 pandemic might impact Plan Documents and Form 5500s. Please read below for Wrangle’s responses to some of the more common questions. Plan Documents: 1. Do you have...

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Wrangle Blog

A Very Important Update from Wrangle

Form 5500s should be the least of your worries during these challenging and scary times brought on by COVID-19/Coronavirus. To keep your focus on your immediate tasks and families, Wrangle has worked extensively to put the following plan in place to make sure...

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Wrangle Blog

Avoid Using the 5500 Extension

Some brokers do not want to use the Form 5558, the extension for the Form 5500 that prolongs the deadline by an additional two-and-a-half months. They believe that by using the extension, they have failed their clients. Many others and...

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Wrangle Blog

What Has Made a Huge Impact?

Wrangle’s 2020 Enhanced Dashboard On February 3rd Wrangle rolled out the enhanced Dashboard for our brokers and direct clients. It has wowed even our toughest critics. Read below for the reasons why the transformation was made, what has changed, and what has...

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