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Plan documents for small employers, built from your answers.

Section 125 POP ERISA Wrap

Answer guided questions about your business and its benefits.

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Two services. Order one or both.

One Order covers one service for one Employer. Choosing both creates two Orders, paid together.

Section 125 POP

A Section 125 Premium Only Plan (POP) is a written cafeteria plan that lets employees pay their share of eligible insured premiums with pre-tax pay.

About POP documents

ERISA Wrap

An ERISA Wrap is one welfare plan document with a summary plan description (SPD) that brings your fully insured benefits together under a single plan.

About Wrap documents

What we do not do

We prepare the documents. Some things stay with you or with other providers:

  • Handing documents to your employees (Furnishing). You get a distribution checklist; giving them out is yours.
  • Nondiscrimination testing.
  • Form 5500 filing.
  • Ongoing plan administration. Any reminders we send are for information only.
  • Cases we do not support, such as government or church employers and groups of related companies. We decline them and explain why; we never quietly document them.

Start with the details you have on hand.

The order form asks for the Employer's name, EIN, address and a contact email. The guided questions come after payment.

Start your order