Before submitting, sanity-check the items below. The counsel checklist is a
soft prompt — it isn't stored and it never blocks the submit. The Plan
Document Builder hands off to the employer's retained ERISA counsel for the final review
before adoption.
What happens on submit: the worksheet status moves from
draft → worksheet complete and you return to the Freja home page to
generate the bundle. You can also generate it from the bottom of this page — each click
renders fresh from your current answers.
Findings
-
Employer legal name is required to render the plan documents.
WRAP-001
Enter the Plan Sponsor's exact legal name on the Employer step.
-
Plan effective date is required.
WRAP-005
Enter the Plan Effective Date on the Plan Structure step.
-
At least one component benefit is required to render the Plan Document and SPD.
WRAP-008
Add at least one benefit line (medical, dental, vision, life, etc.) on the Component Benefits step.
-
Federal judicial district (venue) is blank. The Venue for Legal Action and Forum Selection clauses will read "the United States District Court for the ."
W-001
Enter the district where the employer is headquartered, e.g. "District of New Jersey".
-
Employer FEIN is blank; the documents will show "TBD".
W-002
Enter the FEIN in the format 12-3456789.
-
Governing-law state is not answered; the documents use nothing — the governing-law clauses read "the laws of the .".
W-007
Answer it on the wizard step, or confirm the default is right.
-
When coverage begins is not answered; the documents use "on the first day of the calendar month following completion of the eligibility waiting period".
W-007
Answer it on the wizard step, or confirm the default is right.
-
When coverage ends is not answered; the documents use "on the last day of the calendar month in which employment ends".
W-007
Answer it on the wizard step, or confirm the default is right.
-
Eligible classes is not answered; the documents use "Full-time employees regularly scheduled to work the minimum hours specified below".
W-007
Answer it on the wizard step, or confirm the default is right.
-
Waiting period is not answered; the documents use "thirty (30) days".
W-007
Answer it on the wizard step, or confirm the default is right.
-
Minimum hours per week is not answered; the documents use "30 hours".
W-007
Answer it on the wizard step, or confirm the default is right.
-
Continuation framework is not answered; the documents use federal COBRA (the SPD and Plan Document include the federal COBRA sections).
W-007
Answer it on the wizard step, or confirm the default is right.
-
External-review framework is not answered; the documents use the all-fully-insured Funding and External Review text.
W-007
Answer it on the wizard step, or confirm the default is right.
-
FMLA coverage is not answered; the documents use not FMLA-covered: the heading and first paragraph of the SPD's "Continued Coverage under … USERRA" section leave out their FMLA references; the rest of that USERRA section still includes two FMLA sentences (paying your premium share during an FMLA leave; ending participation after an FMLA leave), and the Plan Document's FMLA Maintenance of Coverage section and the SPD's FMLA election-change item still appear.
W-007
Answer it on the wizard step, or confirm the default is right.
Counsel-attention checklist
Snapshot
- Plan Sponsor
- —
- Plan Name
- —
- Plan Number
- 501
- Effective Date
- —
- Plan Year
- January 1 – December 31
- Component benefits
- 0 line(s)
- Eligibility classes
- 0
- Fiduciaries
- Plan Administrator: Employer (Plan Sponsor); Named Fiduciary: Employer (Plan Sponsor); Agent for Service of Legal Process: Employer (Plan Sponsor)
- §125 Cafeteria
- No
- Continuation
- —
- Funding picture
- unset
- Governing law
- —
- Federal venue
- —