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Wrangle Blog

EBSA’s Debate on the Fate for the SAR, SPD and Annual Notices

Thursday, October 19, 2017

EBSA’s Advisory Council Meetings Overview The EBSA Advisory Council meetings in June and August 2017 discussed the fate of three key ERISA mandated disclosures: The Summary Annual Report (SAR), The Summary Plan Description (SPD) The numerous annual and event-based notices Goals for November Presentation The goal of June’s meeting was...

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Testimonials

“Our compliance attorney was stunned that our wrap document and SPD were not from a law firm. They were so good.”

Email from the HR team of the Employer who received the Plan Document Package from Wrangle’s ERISA Desk

“…As you have figured out by this point in time, I am not one to compliment unless it is well deserved…This year was much smoother than any year I have ever had dealings with Wrangle”

Bill, Director of Human Resources (email from Employer working with Wrangle’s new Dashboard)

“Thanks – I did log onto the site [the Dashboard} today and was able to create several workbooks and nice to know that it autosaves and once I have some additional information I can just log back on an; enter and submit with the click of a button!”

T.R. , Director of Client Management and Operations, Palm Beach, FL

“I apologize if I sound like a broken record: but you folks are fantastic. I have been in the business for 36 years and the Wrangle team is the most helpful, efficient, effective, professional team we work with as well as being a great friend to us.”

H.H., Senior Account Executive, Chicago, IL

This is exactly what we’ve been waiting for. I have been wishing that we could have it all done by one entity for our top accounts in order to consolidate service, lower agency risk of errors & omissions, increase departmental efficiencies, and increase levels of excellence in key client service.

C.G, Employee Benefits Manager/Producer from a national brokerage firm

Form 5500

Plan Documents

Dashboard