Wrangle Blog
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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Don’t Be Out of Compliance – What is an ERISA Summary Plan Description?
By: Emily Marr, ERISA Desk When we hear the term “summary plan description” or “SPD,” many of us automatically think that the document in question is an SPD from a Carrier and the client is in compliance under ERISA. However, this is...
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Do You Know the Answer to These Questions?
Do you know the answer to these questions? 1. Do former employees, who were once enrolled in benefits during the Plan year and are not on COBRA, receive the SAR? 2. Is the SAR to be distributed to a deceased participant? If you...
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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. What is a Broker...
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