Important Announcement on Wrangle’s ERISA Desk Platform & Plan Documents
We have exciting news to share…updates to our online ERISA Desk Platform!
Available in November 2023
1. You will be able to set up Amendment Projects in the Platform
- Note: The Platform already generates Wrap Plan Documents/SPDs and Nondiscrimination Testing
2. Expanded help section with several reference tools and guidelines to download
3. The first time you log in, there will be a terms and conditions document to review and confirm. This is to enhance our current security protocols and uphold the confidentiality of Plan details.
Updates to the Plan Document Process
- We will no longer offer to amend other vendor plan documents. We will assist in moving the employer to a Wrangle/Ascensus plan document.
- Rush fees will increase to $100 and will provide a 10-day turn once all data has been received.
- We will continue to offer revisions to our drafted documents at no charge if those revisions are requested within three months of the initial draft delivery date. We will continue to provide up to five revisions.
If you need a quick reference tool for using the Platform, click here for our Informational Guide.
For any technical questions, please send an email to ERISADESKInfo@ascensus.com.
If you would like to jump in and start a project, please contact our Sales Director, Elaine Harvey at email@example.com.