Wrangle Blog
The Top 7 Details To Know About the QMCSO Requirements
You may recognize the acronym “QMCSO”, but are you aware of what it represents and the written procedures and disclosure requirements? Our ERISA desk has received several questions from brokers on this topic for plan documents and SPDs. Here are the top seven questions we received with...
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The 80-120 Rule
How often do you say to your clients, “I have an option that will give you a break and save you thousands of dollars”? In today’s world, this is certainly on the rare side. However, the Department of Labor, with the Form 5500, does have such an option for...
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Additional Services Available Through Wrangle
For years Wrangle has been your partner for health and welfare Form 5500s, wrap plan documents, and SPDs. We are often asked for assistance on several other spokes within the employee benefits industry. As part of the Ascensus family, we extend to you a wealth of resources to meet...
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Are U.S. Territories Under ERISA?
Plus: Important news for Puerto Rico plans International Benefits U.S. Territories are required to follow ERISA Mandates. The U.S. Territories included are: American Samoa Marianas Guam Puerto Rico The Virgin Islands Special Extension for Puerto Rico Puerto Rico faced severe storms back in February...
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Form 5500s with Mergers and Acquisitions
Every day we receive scores of questions on how to prepare health and welfare Form 5500s. Which two questions were asked the most so far in this first quarter of 2022? They are: My client has been acquired by another company. How do we line up their next Form...
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Coming March 29th – 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 criteria...
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Q&A Session from “The Demystifying Life Of An ERISA Plan” Webinar
On February 22nd, Wrangle held a national webinar on the life of the ERISA plan. We went over the needed framework for an ERISA Plan, the wrap plan documents, and other areas such as self-funded benefits, the various types of Form 5500s, annual notices, and Non Discrimination testing. During...
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Wrangle’s SPD Distribution Quick Checklist
Wrangle’s ERISA Desk is often asked to provide the distribution guidelines for the Summary Plan Description (SPD), the element of the Wrap Plan Document that must be shared with the Plan Participants. To help provide that guidance, we created...
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Wrangle Presents… “Demystifying the Life of a Plan”
In 2021, Wrangle offered two presentations covering Wrap Plan Documents and Form 5500s. This month, we will continue the series and provide answers and insights on several key areas of the Life of a Health and Welfare...
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