Health & Welfare Plans: Roadmap to ERISA Compliance

July 23, 2026

Wrangle’s 6^th Year of the Demystifying Series Presents:

Health & Welfare Plans: Roadmap to ERISA Compliance

Thursday, August 25, 2026, 1:30pm EST (10:30am PST)

This webinar provides a solid understanding of the main attributes of an ERISA Plan. Whether you are well-seasoned and need a refresher or a novice learning the ropes, you will walk away with key information.

Highlights:

Employer Structure & Fundamentals of the Plan
Components of ERISA Reporting & Disclosure
Navigating the Form 5500
Amended Filings & Getting Bank into Compliance

Can’t attend? We have you covered. Those who register will receive all supplemental materials, the recording and a copy of the PowerPoint slides.

Changes to Wrangle’s Sales Approach and Team

Tuesday, July 28, 2026

Whether you are a new client seeking Form 5500 filing assistance, a long-standing broker requesting a Wrap Plan Document from our ERISA Desk team, or someone who has reached out with questions on a variety of ERISA and employee benefits topics, chances are...

Testimonials

“Our compliance attorney was stunned that our wrap document and SPD were not from a law firm. They were so good.”

Email from the HR team of the Employer who received the Plan Document Package from Wrangle’s ERISA Desk

“…As you have figured out by this point in time, I am not one to compliment unless it is well deserved…This year was much smoother than any year I have ever had dealings with Wrangle”

Bill, Director of Human Resources (email from Employer working with Wrangle’s new Dashboard)

“Thanks – I did log onto the site [the Dashboard} today and was able to create several workbooks and nice to know that it autosaves and once I have some additional information I can just log back on an; enter and submit with the click of a button!”

T.R. , Director of Client Management and Operations, Palm Beach, FL

“I apologize if I sound like a broken record: but you folks are fantastic. I have been in the business for 36 years and the Wrangle team is the most helpful, efficient, effective, professional team we work with as well as being a great friend to us.”

H.H., Senior Account Executive, Chicago, IL

This is exactly what we’ve been waiting for. I have been wishing that we could have it all done by one entity for our top accounts in order to consolidate service, lower agency risk of errors & omissions, increase departmental efficiencies, and increase levels of excellence in key client service.

C.G, Employee Benefits Manager/Producer from a national brokerage firm

Form 5500

Plan Documents

Dashboard

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Health & Welfare Plans: Roadmap to ERISA Compliance

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