Freja — Plan Document Builder
integrated ERISA Wrap + §125 Cafeteria Plan- Legal name Missing — fill in
- Full address Missing — fill in
- FEIN Missing — fill in
- Headcount Missing — fill in
- At least one benefit Missing — fill in
- Eligibility class Missing — fill in
Blocking — fix before generating 3
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Employer legal name is required to render the plan documents.WRAP-001
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Plan effective date is required.WRAP-005
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At least one component benefit is required to render the Plan Document and SPD.WRAP-008
Warnings and details are on the Review step.
Renders a fresh .zip from your current answers each time you click. Blocking findings must be fixed first; attorney-review items need your acknowledgement.
- Employer legal name is required to render the plan documents. Go to 1. Employer
- Plan effective date is required. Go to 2. Plan Structure
- At least one component benefit is required to render the Plan Document and SPD. Go to 4. Component Benefits
An integrated ERISA Welfare Benefit Plan (wrap) and, when offered, a Section 125 Cafeteria Plan, built from a nine-section worksheet.
The .zip holds up to six Word documents — five for this intake, which has no §125 Cafeteria Plan:
- FYI memo
- Worksheet — your answers
- Plan Document, with Appendices A–C
- Summary Plan Description (SPD)
- §125 Cafeteria Plan, with Adoption Agreement — left out: no §125 Cafeteria Plan in this intake
- Document history
Template foundation prepared by Vanderwolk Law LLC (Christopher Vanderwolk, NJ Bar #40921203). Each bundle is prepared by you from your answers, and the employer must engage its own ERISA counsel before adoption.
Your answers live only in this browser session — nothing is stored on our servers. Download your intake to keep it, and upload it later to pick up where you left off.
Load the fictional Odin Pet Supplies, Inc. sample to see a complete worksheet and bundle.