Wrangle has two important National Webinars scheduled to provide you with the latest to know on the Wrangle 5500 Dashboard and Plan Docs/NDT Platform. Below are the key details and links for registering. As a reminder, they are both provided at no charge.
Master the Wrangle Plan Doc/NDT Platform
Imagine sitting at your desk, confident and ready to launch a Plan Document or Nondiscrimination Testing (NDT) project with ease. Start the new year by strengthening your knowledge of Wrangle’s Plan Doc/NDT Platform. In this concise training, you’ll learn exactly what’s needed to initiate a project and move forward quickly and confidently. You will also have a first-hand understanding of 2026’s enhanced features.
Here’s what you’ll gain from our live presentation and Platform demo:
- How to access the Plan Docs/NDT Platform
- Tips for navigating the site efficiently
- Understanding scorecard definition.
- Adding and reviewing Plan Sponsor details
- Starting a project and completing intake details
- Exploring optional intake sections
- Downloading completed Plan Documents and NDT results
We’ll also address the most common questions we receive — along with clear answers.
As a registered attendee, you’ll receive the recording and supplemental materials.
Don’t wait — reserve your spot today by signing up here!
Know the Tips and Tricks in Using Wrangle’s 5500 Dashboard
Start the Form 5500 season strong! Join us in February for Wrangle’s 5500 Dashboard training and discover some tips and tricks on how to keep your filings moving forward on time.
The following is a summary of what you will learn from our live presentation and demo of the Dashboard:
- How to add a plan sponsor
- How to check the status of a Form 5500 filing or Schedule A
- How to send the 5500 for signing to the designated signer
- How to access the e-filed 5500 and SAR
- How to share information between the Dashboard and Platform
We will also cover the most common questions we have received about Form 5500 filings and provide clear answers.
As an attendee, you will receive the recording and supplemental materials for future reference.
Click Here to sign up.