Wrangle 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...
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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...
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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...
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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...
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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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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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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 theĀ Summary Annual Report, (the SAR), the Summary Plan Description (SPDs), and the Summary Material Modification (SMM, which is...
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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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Action Items Required for COBRA
What does this mean for you, as the broker?Ā 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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