Wrangle Blog
Planning for 2019: What to Expect on the Health and Welfare 2018 Form 5500, Plan Documents and Non-Discrimination Testing
By Ann McAdam and Emily Marr Wrangle’s goal is to help you gear up for your reporting and disclosure responsibilities in 2019. Thankfully, there are no new burdens detected. Never the less to saunter into 2019 without being mindful would not equate to a good start. Here are some key...
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How to Handle Incomplete Form 5500s
How to Handle Incomplete Form 5500s In just a few days, the October 15th final deadline for the January 1 Plan year 5500s will descend. This can create concern for those brokers and clients if their 5500 has not yet been completed. If...
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What is on Our Mind?
What is on Our Mind? Wrangle has received dozens of calls and emails asking what is to be expected on the proposed 2019 Form 5500 changes. Has there truly been radio-silence on the proposed 2019 Form 5500 changes or are we going to get a call to roll up our sleeves...
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A Lifeline for Brokers
A Lifeline for Brokers Right about now, many brokers are reading over their scribbled notes from their strategic planning meetings, scouring over options for marketing, planning OE meetings and all along catching a glimpse of their emails popping in at a fast and furious pace. Â What is a Broker...
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DOL Audits
DOL Audits By: Ann Mcadam The DOL does not take a back seat during the Fall season. This year, besides working feverishly on the potential changes stemming from the Associated Health Plan (AHP) final rule (Wrangle’s DOL contact noted that they...
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Swerving Away From Penalties
Four Common Plan Document Mistakes By Emily Marr Could this happen to you? A $40,150 penalty fee was slapped onto a Plan Sponsor for neglecting to hand out a Plan Document for a year to a plan participants’ request. (A court in its...
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Is There a Doctor in the House?
Conversations these days with HR folks include the discussion around wellness plans, health clinics, telemedicine/teledoc, health help lines, EAP, etc. Folding these benefits within the ERISA Plan brings many questions on reporting within the Form 5500 to Wrangle. Here...
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Joining a Back-Room Poker Game
When you are invited to a back room poker game you know you are privy to insight, decisions and perspective not available to the general public. Wrangle had such an invitation from the DOL. Our COO Lynda Taylor had the chance to meet with the DOL’s EFAST team as...
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An Essential Outline on Establishing an ERISA Plan
An Essential Outline on Establishing an ERISA Plan By: Emily Marr If an employer asks you what steps are to be taken to form a Health and Welfare Plan under ERISA, how would you answer? Many feel the question leads to a blank canvas with plenty of uncertainty on how to move...
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