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 you have worked directly with our Sales Director, Elaine Harvey. Elaine will be retiring on July 31st, and with her upcoming departure, we have important details to relay.
Our New Sales Director
Amanda Bodin is to be Wrangle’s new Sales Director. She has a diverse professional background spanning contract administration, legal operations, compliance, and client support. She has a passion for building strong client partnerships and helping organizations achieve their objectives.
She can assist with multiple requests:
- Provide education on Wrangle’s 5500 services, process, and pricing
- Provide information on our ERISA Desk team’s projects such as:
- Wrap Plan Documents and SPDs
- Amendments to a previously prepared Plan Document by the ERISA Desk team
- Nondiscrimination Testing
- Annual Notices
- Draft agreements for the 5500 services (the ERISA Desk Team will draft agreements for their projects)
Contact Information for Amanda Bodin
- Amanda’s Email for Form 5500 and ERISA Desk related inquiries and 5500 service agreements: sales@wrangle5500.com
- Phone: 1-800-346-3860, Option 9
ERISA Desk Project service agreements: ERISADeskInfo@ascensus.com
We are grateful for Elaine’s time at Wrangle, where she was a true trailblazer these past six years and we support her in her new adventures. We at the same time warmly welcome Amanda and look forward to her opening the doors to new beginnings and developing relationships with our valued partners and clients.