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The Wrangle Blog

Wrangle Blog

Acquisitions and Form 5500s

When a client announces during a strategic planning meeting that they have acquired a new company or companies, as a broker, your head starts to spin as you try to decipher what needs to be covered, starting off...

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Wrangle Blog

Voluntary Benefits and Safe Harbor

Generally-speaking, voluntary benefits such as supplemental life or critical illness insurance are individually-elected benefits that the employee pays 100% of the premium. Some Plan Sponsors choose to sponsor/endorse the benefit which would keep it under their group...

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Wrangle Blog

Top Five 2019 E-filing Details from the DOL

Can you receive an email from the DOL? The answer may surprise you… The division of the DOL that oversees the Form 5500s, the EBSA sent out the 2019 Fact sheet on the 5500 e-filing process. As suspected there are...

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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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Wrangle Blog

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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Wrangle Blog

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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Wrangle Blog

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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Wrangle Blog

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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Wrangle Blog

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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