Changes to Come for the Form 5500 and Form 5558

March 14, 2023

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Wrangle 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,...

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