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Wrangle Blog

2025’s 1st Quarter’s ERISA Reporting and Disclosure Deadlines

2025 is peering around the corner. As a result, we wanted you to be aware of the 1st Quarter’s ERISA Reporting and Disclosure deadlines. Please note that this listing is not all-inclusive. Each Plan Sponsor’s unique attributes could require other disclosures or due dates.

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Wrangle Blog

Wrangle’s E-filing Process

You think that you’ve crossed the finish line with e-filing but how do you know for certain? What does Wrangle do to communicate? How do you access the e-filed reports? How long do you keep the 5500 and acknowledgment ID? Where can I find the SAR? How does the...

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Wrangle Blog

Annual Notices Now Available on the Wrangle ERISADesk Platform

The ERISADesk Platform has expanded to provide customized Annual Notices packets for your clients. Each packet will be customized with your client’s/Plan Sponsor’s Plan information such as the Wrap Plan Name and Plan year. The packets will include the following: COBRA HIPAA Privacy HIPAA Portability ACA Women’s Health and Cancer Rights...

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Wrangle Blog

Q&A from Wrangle’s National Webinar

On September 12th, Wrangle presented our national webinar, “Demystifying ERISA Compliance 2.0: Wrap Plan Documents, Complex 5500s and More.” During our presentation, we received scores of questions that we answered. We thought all would benefit from receiving the information to enhance your understanding.

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Wrangle Blog

4th Quarter ERISA Reporting and Disclosure Deadlines

Throughout the year, we will post a blog on the upcoming deadlines to track for the following quarter that pertains to ERISA Reporting and Disclosure. This blog is to cover those that are fast approaching from October through December. Please note that this listing is not all-inclusive. Each Plan...

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Wrangle Blog

Form 5500 Extension Process Using the Form 5558

The Health and Welfare Form 5500 is due seven months after the end of the ERISA Plan year. Even with the best preparation tools in place, situations outside of a person’s control can mean more time is needed to have the...

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Wrangle Blog

Wrangle’s Fall Webinar Registration: Demystifying ERISA Compliance 2.0: Wrap Plan Documents, Complex 5500s and More

For the last several years our Demystifying series has focused on building and strengthening your understanding of the basic levels of ERISA compliance. This training will take you to the next level. You already know what a Wrap Plan Document is and the components for the Form 5500. Now you...

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Wrangle Blog

Backdating the Wrap Plan Document

When Form 5500s ramp up in the second quarter, our ERISA Desk Team receives a wave of urgent requests for the Wrap Plan Document to be prepared. Often with these inquiries, the Plan Sponsor specifies that the Wrap Plan Document needs to be backdated beyond the current ERISA plan...

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Wrangle Blog

Preliminary Details on the 2024 Form 5500 and Form 5558

Need a break from hearing about deadlines? We have good news to share on what to expect for 2025! Form 5500: First, we have been informed by the DOL* that the 2024 Form 5500 will have no changes for health and welfare; most are behind-the-scenes updates for functionality. We were given...

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