Wrangle Blog
New Product Launch: ProspectPulse
Need the vitals on a prospect? Wrangle is partnering with ProspectPulse to offer a new fast online prospecting tool that is now available specifically for Brokers and Producers. ProspectPulse gives you the means to search for a prospect based on the criteria of your choice, and then gives you...
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Coming January 25th – Webinar on ProspectPulse
Need the vitals on a prospect? Wrangle is partnering with ProspectPulse to offer a fast online prospecting tool that is now available specifically for brokers and producers. ProspectPulse gives you the means to search for a prospect based on the...
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2022 and 2023’s Natural Disasters and Resulting Extensions to Date
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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2022’s New Features for the Dashboard
January is our time to hit the ground running for those calendar year Form 5500s. Based on feedback, we have enhanced several areas of the Dashboard to add clarity and bring even more ease of use. These updates do not change the steps to move the 5500 reports along....
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Wrangle’s Communication on CAA Disclosure Requirements: Section 408(b)(2) Fee Disclosure
Wrangle, an Ascensus company, provides health and welfare Form 5500 and ERISA Plan Document services. When updates occur that alter the existing regulations under a group’s health plan, their vendors report benefits or establish plan documents. We help our clients and broker...
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Working with Carriers for the Schedule As
We are counting on carriers to provide the required Schedule A data. There are certain carrier protocols we want to bring to your attention that may cause delays in the 5500 process. Note: If the carrier is unable to provide what is required for the Schedule A,...
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Delinquent Filings
“We have a delinquent filing!” At some point, every broker will hear that a client’s filing is delinquent. Unfortunately, the Department of Labor has stated in their FAQs that they do not accept reasonable cause letters. Instead,...
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Changes to the 2021 and 2022 Form 5500
Changes to the Form 5500 continue to be relatively small on the health and welfare side. Nevertheless, we want to keep you informed and ready to dispel any concerns from your clients. Often, when headlines include the phrase, “Proposed Changes...
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2021’s Amendments to Plan Documents and SPDs
You can always count on ERISA evolving. With this year’s Acts: The Consolidated Appropriations Act (“CAA”) and The American Rescue Act Plan (“ARPA”), the employee benefit world once again has taken the reins of change in hand. As...
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