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Wrangle Blog

New Features on the Plan Docs/NDT Platform & Key Reminder on POP Plan Docs

We are thrilled to bring you the latest developments regarding the Plan Docs/NDT Platform (Platform). Additionally, we’re happy to share details about the frequently requested inquiries on Premium Only Plan (POP) documents. Platform’s New Developments For those who have Form 5500 Report details housed in our 5500 Dashboard (Dashboard), entering...

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Wrangle Blog

Self-Insured STD Benefits and Payroll Practice

When self-insured short-term disability (STD) is listed to be included in the Form 5500, we often do a double take. This benefit, under this funding arrangement, is more than likely exempt from ERISA, as it is labeled as a “payroll practice.” As a result, this benefit would not be...

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Wrangle Blog

2026’s Form 5500 Special Extensions Tracker (Due to Natural Disasters)

Natural DisasterBusiness Located within the Counties/Parishes AffectedThe Extension Applies to Deadlines - Either an Original or Extended Due Date -Relief Wording Wrangle Will List SourceMissouri Severe StormBollinger, Butler, Callaway, Camden, Carter, Dunklin, Franklin, Howell, Iron, Jefferson, Madison, New Madrid, Oregon, Ozark, Perry, Phelps, Reynolds, Ripley,...

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Wrangle Blog

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 Blog

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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Wrangle Blog

Amending the ERISA Plan Year

Amending the ERISA Plan year on a Form 5500 can appear as a simple step, but it can sometimes open Pandora’s box. Amending a Plan year often comes after discovering that the Wrap Plan Document does not match the Form...

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Wrangle Blog

Did You Amend the Plan for 2024?

For many Plan Sponsors, the answer is yes. Wrangle has seen many plans being modified to include other ERISA reportable benefits such as wellness1, cancer, critical illness, hospital coverage, etc.; others are changing carriers, removing benefits, adding/subtracting participating employers to the...

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Wrangle Blog

Demystifying ERISA Compliance Webinar Q&A

Hundreds attended our semi-annual national webinar: Demystifying ERISA Compliance on September 14th. In case you missed it, we have posted the questions and answers reviewed during the webinar below. If you have further questions, contact Ann McAdam at amcadam@wrangle5500.com. Questions on...

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Wrangle Blog

Nondiscrimination Testing Services Now Available on the Wrangle Platform

The Q3 is geared toward rounding out renewal reports, preparing and initiating open enrollment, and is the ideal time for nondiscrimination testing (NDT) to be completed. If nondiscrimination testing holds more questions than answers for you, we hope that this blog...

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