Our Services

To best help you, Ascensus’ Wrangle team has at its core a dual team approach to meet your service needs: You first have the personal one-on-one approach along with a dedicated group of individuals labeled the POD to work directly on your 5500s.

In addition, you have our ERISA Desk department for Wrap Plan Documents and other ERISA Disclosure items such as annual notices and nondiscrimination testing.

We set up this dual team approach because the arrangement best meets the strict reporting requirements of ERISA Health and Welfare regulations as well as assist with the unyielding provisions of ERISA Wrap Plan Documents.

And as a bonus for both teams we have Special Forces which includes assistance on multi-year DFVC filings and technical questions/research.

Bottom line we wanted to have in place a united front to fully meet your service needs.

Form 5500 Preparation

Plan Documents

Nondiscrimination Testing

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