Plan Document Wizard

New intake — 2. Plan Structure
draft
Readiness 0 / 6. The wizard runs fine on sparse data, but the documents will show TBD where these aren't filled in: Legal name, Full address, FEIN, Headcount, At least one benefit, Eligibility class.
Steps
Soft-prompt counsel checklist on the last step. Submit moves the status to worksheet complete.
2. Plan Structure

Worksheet § 3. The defaults below were derived from the employer's legal name — adjust if the legal name of the Plan or the chosen plan number differs.

Typically "<Employer> Employee Welfare Benefit Plan".
501 unless multiple plans.

Plan Year

Usually 1.

As last saved, the plan year runs January 1 – December 31.