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The Wrangle Blog

Wrangle Blog

What Brokers are Thinking

Wrangle’s COO Lynda Taylor attended the BenefitsPro Expo this past week. Although her main objective was to speak on a panel covering ERISA compliance, she took full advantage to listen intently to other sessions and to the various conversations held between brokers within the Exhibitor’s Hall. Here are Lynda’s Top...

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Wrangle Blog

What the Heck are MEWAs?

At a prospect meeting, the broker had a strong indication that the person sitting across the table would soon be a client. All signs pointed to the win. Then the prospect simply pointed out: "Our attorney during an internal audit noted that we are in fact a MEWA and never...

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Wrangle Blog

How to Report International Benefits

There is a question that tends to stop Wrangle and the DOL in its tracks. Is this question on MEWAs, Trusts or another complex type of reporting scenario? No. The question that raises doubt and the need for research is how International benefits are to be reported in the...

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Wrangle Blog

Funding and the Form 5500

An essential building block of an ERISA Plan is the funding method used to cover the benefits, and as a result funding takes center stage of the Form 5500 report. Considering brokers and clients alike are finding new and unique ways to fund an ERISA Plan, there are often...

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Wrangle Blog

Voluntary Benefits and the Form 5500

What is the number one question Wrangle receives multiple times each week? Hands down it is… Are voluntary benefits to be reported in the Form 5500 report? The answer no doubt will frustrate you…Maybe. Some Voluntary Benefits are to be reported and others are not. For example: ABC...

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Wrangle Blog

The DOL Is Up To Something

The DOL has released the 2017 Form 5500s. At first glance, it appears to be a very close replica to the 2016 Form 5500. However, there is a significant step that the DOL took with 2017’s Form 5500 that has far greater implications. If your Plan Name changed from 2016...

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Wrangle Blog

New Broker Opportunity

Written by Ann McAdam and Emily Marr January 2018 started off with a bang for the Department of Labor. They raised certain penalty fees due to inflation (2018 penalty fees can be found at the end of the blog). More substantially though they released the proposed changes to what constitutes...

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Wrangle Blog

Will the SAR Be Terminated? | Part 2

Could 2018 bring change for ERISA mandated disclosures such as the SAR? Yes, if the EBSA Advisory Council recommendations to the heads of the DOL are implemented....

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Wrangle Blog

The Form 5500’s “Get Out of Jail Free Card”

There are not too many true “Get Out of Jail Free Cards,” found in ERISA particularly when the mandates are tied to both the IRS and DOL. The Form 5500 has a true legitimate one - it is called the extension and is applied by mailing out to the...

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