Wrangle Blog
Q&A From Our February National Webinar
Demystifying the Details Needed to Set Up a Wrap Plan Document, H&W Form 5500 and NDTÂ Our Demystifying National Webinar in February brought an assortment of questions from our attendees. Below are the top five on the Plan Documents and SPDs as well as the top eight for...
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Timing Is Everything
When you work in employee benefits, one of the most challenging tasks is knowing when to complete each step to be able to check off a particular mandate on your to-do list. Taking a walk through the employee benefit world can be an endless maze if you don’t have...
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Looking at the Big Picture for Reporting and Disclosure
Looking at the Big Picture for Reporting and Disclosure There are so many avenues to cover for a broker. ERISA, ACA, Secure Act, etc. We want to provide assistance here with some of the mandates under ERISA: Reporting and Disclosure. The following illustration encompasses the main...
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Demystifying the Details Needed to Set Up a Wrap Plan Document, H&W Form 5500, and NDT
Click Here to Register Just as you are diligently working on a renewal report and strategic meeting presentations, your client asks you if they need to file a Form 5500, if their POP Plan Document is current,...
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DOL Penalty Fee Updates
DOL’s Civil Penalty/Monetary Penalty (tied to the Federal Civil Penalties Inflation Adjustment Act) 2023 Maximum Penalty  2024 Maximum Penalty Failure or refusal to file Form 5500 $2,586 per day $2,670 per day Failure to furnish employee benefit plan documents to the DOL during an...
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2024 Dashboard Enhancements
2024 Dashboard Enhancements We are now in our 6th year with the Dashboard, and just like Microsoft and Apple, we continuously evaluate where we can add enhancements to create a better and faster experience for you. Setting up a client’s Form 5500 is critical for their compliance needs,...
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2025’s and 2024’s Form 5500 Special Extensions Tracker (Due to Natural Disasters)
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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Important Announcement on Wrangle’s ERISA Desk Platform & Plan Documents
Important Announcement on Wrangle’s ERISA Desk Platform & Plan Documents We have exciting news to share…updates to our online ERISA Desk Platform! Available in November 2023 1. You will be able to set up Amendment Projects in the Platform Note: The Platform...
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Wrangle’s SAR and SPD Distribution Quick Checklist
In the months of November and December, many of your clients will be issuing out various notices. For some, by December 15th, they will need to issue out the Summary Annual Report (SAR) for Plan Year 5500s that were under the October 16th extension. In addition, there are those...
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