Wrangle Blog
Key Notes and Reminders for 2023
When the New Year rings in, there may be a jolt of anxiety as you wonder what needs to be on your radar. To ease your stress, here is a list of what Wrangle monitors for you, key notes to consider, and our upcoming webinar. We will of course...
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2022’s -2024’s Natural Disasters and Resulting Extensions to Date
Federally declared natural disasters provide special extensions to Form 5500s. Typically, within a week or two of a federally declared natural disaster, the IRS will mandate the special extension and communicate it via press release. The amount of time allotted varies. All key details
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Severance Plans and Form 5500s
Companies in the technology industry such as Twitter and Meta (Facebook) have announced major layoffs and are offering severance packages. This raises the question for many - are severance benefits under ERISA reporting and therefore do they potentially have a Form 5500 requirement? The answer all depends on how...
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Wellness Benefits
We have received many inquiries on whether or not Wellness is to be listed in a Plan Document and the Form 5500. There is no blanket response unfortunately since each Wellness plan has unique attributes. As a result, listed below are guidelines to consider. However, the best practice is...
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What’s New with Wrangle’s Wrap Plan Document and SPD
With the announcement of Wrangle moving to the ERISA Plan Documents from our parent company, Ascensus, the question on everyone’s mind is, “What does the new Plan Document offer?” There are two areas that we will highlight in this blog: the Plan Document layout of the material and the...
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Q&A from Wrangle’s National Webinar Demystifying ERISA Wrap Plan Documents & Introducing Wrangle’s New Online Approach for Plan Documents and SPDs
On September 7th, we presented to our broker partners and clients the basics and fundamentals of Wrap Plan Documents and Summary Plan Descriptions (SPDs). In addition, we provided a high-level demo on our new ERISA Desk Platform, an online tool to initiate the preparation of the Wrap Plan Document...
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Help for Open Enrollment Season
There are two areas during open enrollment season where we can assist: Creating one document to serve dual needs. This can easily be accomplished, and we will show you how Providing you with the steps to electronically distribute materials via email or website posting as permitted by the ERISA...
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Historical Precedence for Form 5500s
We are often asked, “The group has always filed multiple benefits under one Plan number and one 5500. However, they cannot find a corresponding Wrap Plan Document in place. Can we continue to file as one plan?” Unfortunately, we feel a pang of apprehension and worry each time we...
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Breaking News: A New Online Approach for Plan Documents and SPDs
Wrangle has worked long and hard to share two significant changes from our ERISA Desk Department with you. Beginning September 19th, you will be able to submit your Plan Documents and SPD projects online using the ERISA Desk Platform (soon other types...
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