The Plan Document Screen is used to enter basic Plan Document information such as plan name and number.

• Plan Number: indicates the unique three-digit plan number assigned to the Plan Document.
• Effective Date: indicates the first date that the plan became effective. No benefit payments from the plan may proceed this date.
• Term Date: indicates the date the plan terminated if applicable, otherwise the None box should be checked. No benefit payments may be made from the plan after this date.
• Plan Name: enter the full name of the plan as specified in the formal plan document here.
• Shortened Plan Name: use this field to enter an abbreviated name for the plan.
• Qualified Plan Indicator: a check in this box indicates the plan is considered a Qualified Plan by the Internal Revenue Service.
• Collectively Bargained Plan Indicator: a check in this box indicates the benefits paid by the Plan Document are subject to collective bargaining.
• "Form 5500 is Filed for Plan" Indicator: a check in this box indicates that a Form 5500 is filed for this plan.
• Plan Type: specifies the type of plan from the list of choices described below.
  
  
  • Single Employer: plan maintained by a single employer or single employee organization.
  • Multi-employer: plan for which all of the following are true: (1) more than one employer contributes, (2) it is maintained in accordance with one or more collective bargaining agreements between one or more employee organizations and more than one employer, and (3) no election has been made under Code section 414(f)(5) and ERISA section 3(37)(E).
  • Multiple-employer: plan maintained by more than one employer that is not a Single Employer or Multi-employer plan. A plan is not a Multiple-employer plan if all plan sponsors maintaining the plan are part of the same controlled group.
• Calculation Defaults: defines the default assumptions pre-populated when running benefit calculations. Select a Benefit Projection Default Assumption from the drop down list, as well as an Age Input Rounding Type and Age Input Rounding Period. Note that an assumption other than the default can be selected at the time you are running a specific calculation.
• Alternate Termination Status Determination: used to define an alternative method for assigning termination status for participants who do not accrue service for a specified period of time. Check the box to turn on this feature and then select the applicable Service Definition from the drop down box and enter the period of Years.
• Document Dates: used to indicate when certain notable plan specific events occur (if any) for this plan, including changes in top-heavy status, changes in plan year, a plan freeze event, or attainment of key Funding Target Attainment Percentage thresholds for benefit restriction purposes. To add a date, select the green "+" button and then double click on the newly created Document Date to enter additional information.