Wrangle Blog
A Note from Lynda Taylor, Vice President, Wrangle
We’re delighted to announce that Wrangle is becoming part of Ascensus, a firm whose technology and expertise helps millions of people save for retirement, education, and healthcare. We chose to embark on this exciting new path with Ascensus based on our...
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Wrangle Under Ascensus
Since 2006 Wrangle has prepared health and welfare Form 5500s for e-filing. To date, we have prepared over 140,000 5500s, and in 2017 we expanded our services to provide ERISA Plan Document/SPD packages, HIPAA manuals and nondiscrimination testing. All...
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Ascensus Announces Agreement to Acquire Oregon-Based Wrangle
PRESS RELEASE FOR IMMEDIATE RELEASE CONTACT: Media@ascensus.com Ascensus Announces Agreement to Acquire Oregon-Based Wrangle Expands Compliance Capabilities with Addition of Leading Provider of Health & Welfare Form 5500 Preparation and ERISA Health...
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Acquisitions and Form 5500s
When a client announces during a strategic planning meeting that they have acquired a new company or companies, as a broker, your head starts to spin as you try to decipher what needs to be covered, starting off...
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Voluntary Benefits and Safe Harbor
Generally-speaking, voluntary benefits such as supplemental life or critical illness insurance are individually-elected benefits that the employee pays 100% of the premium. Some Plan Sponsors choose to sponsor/endorse the benefit which would keep it under their group...
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Top Five 2019 E-filing Details from the DOL
Can you receive an email from the DOL? The answer may surprise you… The division of the DOL that oversees the Form 5500s, the EBSA sent out the 2019 Fact sheet on the 5500 e-filing process. As suspected there are...
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Are Schedule Cs to be in a 5500?
In less than eight weeks, the floodgates will open and Schedules from the carriers will take over emails for those calendar year ERISA Plans. Most of these will be the Schedule As. However, brokers will see Schedule Cs appear as well,...
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Successfully Completing Wrangle 5500 Worksheets
Don’t let your mind play tricks on you. The Form 5500 Worksheet submission with Wrangle’s Dashboard can be quick (less than 20 minutes as attested by fellow brokers) and worry-free. By using the tips below, you will soon discover what so...
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Prospecting with the 5500
With a new year comes the push for you to bring in new clients. Don’t forget that the Form 5500 is an excellent tool to help in prospecting. It quickly highlights the main factors of a Prospect’s Plan(s) as well as pointing...
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