Wrangle Blog
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...
Read MoreWrangle Blog
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...
Read MoreWrangle Blog
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...
Read MoreWrangle Blog
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...
Read MoreWrangle Blog
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”...
Read MoreWrangle Blog
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...
Read MoreWrangle Blog
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,...
Read MoreWrangle Blog
Changes to Come for the Form 5500 and Form 5558
You may be wondering if you need to know anything after the February 2023 release of the DOLs and the IRS’s Phase III of the Form 5500 changes, and the answer is yes. However, as found with the first two sets of changes that were released in September 2021...
Read MoreWrangle Blog
2023’s New Features for the Wrangle Form 5500 Dashboard
The Wrangle Dashboard continues to deliver a great approach to entering data for your Form 5500s, and we have now added new enhancements to create an easier experience that continues to be in line with industry and ERISA directions.
Read More