Wrangle Blog
2023 Form 5500, Stop Loss, and Level Funding News
Wrangle met in person with the DOL in June at their EFAST2 Nashville conference to discuss the 2023 Form 5500 that will be released on January 1st. We also inquired on how the DOL would like to handle level funding and...
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Plan Document Project Intake Guide
While Wrap Plan Documents and SPDs are required to meet ERISA compliance mandates for Plan Sponsors, many still go without them. This is partially due to staring at a blank slate, wondering what information could be needed. To give a basic...
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From A–Z on the Health and Welfare Form 5500
Wrangle will soon have an available portfolio on the Health and Welfare Form 5500. It promises to provide the answers on what the needed information is for the 5500 and how to relay the data within it. Additionally, it will highlight...
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Wrangle Health and Welfare Form 5500 Checklist – Getting Started
This blog post is the first of a three-part series to provide you with Wrangle’s checklists and guides for your Form 5500 reporting, Plan Documents, and SPDs and NDT Testing. These materials are purposely crafted to help you answer your questions...
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Reporting Level-Funding in the Form 5500
[Special note: This blog is written with the premise that the plan in question is already under ERISA; if you ever need guidance on determining if you have an ERISA Plan, click here as a good place to start. This...
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Does the Covid-19 National Emergency Ending Effect 5500s and Plan Documents?
Last month we reported that the Covid National Emergency is to end, and its Outbreak period ceases on July 10, 2023. What impact does this have for the Form 5500 and Plan Documents? For the Form 5500’s Summary Annual Report (SAR) very...
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The 3 Most Common Errors Made During Plan Document Preparation
What are the three most common errors during Plan Document and SPD preparation? Considering this is the time of year when many Plan Documents and SPDs are prepared, we wanted to highlight solutions for you to help bring clarity. Mistake #1: Listing “New”...
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Obtaining Copies of the Efiled Form 5500s
We have great news to share about the latest developments on the DOL’s website (EFAST2) for downloading e-filed 5500s: The DOL’s EFAST2 system has changed how the 5500s are listed in its queue. In the past, all e-filed reports would be...
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Q&As from February 28th’s Webinar: Demystifying Plan Documents & Nondiscrimination Testing
On February 28th, we presented to our broker partners and clients, the basics and fundamentals of Wrap Plan Documents and Summary Plan Descriptions (SPDs). In addition, we went over key details regarding nondiscrimination testing. During our presentation, questions were submitted by the attendees,...
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