Wrangle Blog
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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DOL 2022 Penalty Fees
Like clockwork, every January the Department of Labor releases the annual penalty fees. They are typically increased to match inflation. We have the 2022's available for you: Wrangle is here to support you if you or your client has missed a Form...
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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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