The New Plan Wizard Screen allows you to create a new Plan within your Sponsor with the components and optional benefit forms that exist in your Plan. Select the tab which you need help with:

• Main:  components for benefit and service calculation, as well as rounding and export item selection.
• Benefit Options:  benefit options available to participants, and normal form of annuity selection.
• Reported Amounts:  create lookups for reported amounts.

• Start with an empty plan: check this box if you would like to create an empty plan. It is recommended to use the New Plan Wizard to create as many components as possible, as opposed to starting with an empty plan.