Wrangle Blog
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? 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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COVID-19’s Impact on Plan Documents and 5500s
Wrangle has received scores of questions on how the various federal legislative acts responding to the COVID-19 pandemic might impact Plan Documents and Form 5500s. Please read below for Wrangle’s responses to some of the more common questions. Plan Documents: 1. Do you have...
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A Very Important Update from Wrangle
Form 5500s should be the least of your worries during these challenging and scary times brought on by COVID-19/Coronavirus. To keep your focus on your immediate tasks and families, Wrangle has worked extensively to put the following plan in place to make sure...
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Avoid Using the 5500 Extension
Some brokers do not want to use the Form 5558, the extension for the Form 5500 that prolongs the deadline by an additional two-and-a-half months. They believe that by using the extension, they have failed their clients. Many others and...
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What Has Made a Huge Impact?
Wrangle’s 2020 Enhanced Dashboard On February 3rd Wrangle rolled out the enhanced Dashboard for our brokers and direct clients. It has wowed even our toughest critics. Read below for the reasons why the transformation was made, what has changed, and what has...
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Important Status Updates on the 2020 CHIPRA Notice
Message from Wrangle: Wrangle has started 2020 with the focus on Plan Documents and other ERISA Reporting and Disclosure Requirements. Our ERISA Desk department, which focuses on these aspects, has seen scores of questions and inquiries come its way and wanted to bring the information to the blog for all...
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2020 Legislative Updates
By: Emily Marr Surprise! The SECURE Act is not just for Pension Plans, and the annual increase of civil penalties for Health & Welfare plans have been released. NEW LAWS The same Appropriations bill that brought us the SECURE Act includes provisions that plan sponsors...
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Wrangle Raises the Bar on the Wrap Plan Documents
By: Emily Marr The Must-Needed 3-Points to Know: 1. An ERISA attorney reviews our wraparound plan document templates prior to each new calendar year. Every year, we perform a full legal review of our wraparound plan document templates to ensure our documents are up-to-date with...
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