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The Wrangle Blog

Wrangle Blog

The Four Key Stumbling Blocks on Reporting and Disclosure

Clients hold Brokers accountable for keeping them abreast of their ERISA Compliance responsibilities. It's become a daunting task for brokers to keep track of every minute detail for their clients. To help steer away from mistakes, we've become adept at avoiding these 4 key stumbling blocks to successful reporting...

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Wrangle Blog

Prospecting with the DOL Penalty Data

The EBSA Plan Administration of the DOL, the enforcers of the 5500 filings rulings, take their job seriously. In 2016, the it ran 2,002 civil investigations with 67% of the cases resulting in a DOL penalty.1 Why would you want to know this? Because if you learn from the companies...

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Wrangle Blog

9 Form 5500 Errors that Might Lead to a DOL Audit

“NO!” This is the answer that we often encounter when we advise making a form 5500 filing amendment.  Many fear that sending an amended filing will lead to a DOL audit. In fact, the opposite typically true. In most cases, leaving a glaring mistake in place could very well lead...

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Wrangle Blog

EBSA’s Debate on the Fate for the SAR, SPD and Annual Notices | Part 1

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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Wrangle Blog

Watching for a Seismic Shift in Employee Benefits

The proposed changes to the Form 5500 report, if given the green light, will create a seismic shift in the benefits world. Small groups with group health plans, once exempt from filing the Form 5500, would be required to do so starting in 2020. Additionally, all group...

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