For each plan created for this new sponsor, you need to go through the New Plan Wizard to assist in setting up each document. The New Plan Wizard will set up the basic infrastructure for your coding and allow you to then focus on refining rather than creating that structure.

To launch the New Plan Wizard. Double click on each document's name in Item Explorer with the Plan Sponsor open (if Item Explorer is not currently displayed, selectSystem - View from the main ribbon and check the Item Explorer box in the View category). You will be asked if you want to swap to the sponsor where you should press the Yes button.

On the New Plan Wizard screen, you should check all of the boxes for items that apply to your plan as well as select the appropriate items from the applicable drop down boxes. Make sure to go to the Benefit Options screen to indicate the Single Normal Form of Annuity as well as indicate which payment options are available under the plan.

On the Reported Amounts tab, if there are particular Reported Amounts that you will need to include in your coding, you should select them from the list. Reported Amounts that are used in service and average earnings determination generally do not need to be selected here as these will already be referenced in the Service Definitions and Average Earnings Definitions for the plan.