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How to Create a New Plan Entity In My PAA (1st Year Filing; New Plan ID)

Published 04/27/2021 01:19 PM | Updated 04/27/2021 01:19 PM

To create a brand new plan entity and add that plan to your account, please follow the following steps:

Is this a brand NEW plan entity? As in, you will be submitting a first year filing with the PBGC for this new plan?
1. After logging in, select the Create New Plan / Add Existing Plan icon
2. Select the New Plan/Add Existing Plan Information link
3. Enter the Plan Information:
  - Employer Identification Number (EIN)
  - Plan Number (PN)
4. Select Next
5. Confirm the EIN/PN displayed on the Summary page is the correct EIN/PN of the new plan.
6. If so, select Next. If not, select Back to correct the EIN/PN.
7. If the EIN/PN is recognized by the PBGC, then the plan ALREADY EXISTS. If so please see Knowledge Article 87.
8. If not, then enter the following information :
  - Plan Name
  - Effective Date
  - Business Code
  - Plan Admin's Name
  - Plan Admin's Email Address
  - Plan Admin's Phone Number
  - Plan Admin's Mailing Address
9. Select Next
10. Respond to the Plan Creation Captcha by entering matching text
11. Select Submit
12. The Plan is created and you will receive a series of confirmation emails, including the new PBGC Plan ID creation, which completes the creation process.
13. The Plan Creation Request Complete page appears. If you are the first person to add the plan to My PAA, you are assigned the Filing Coordinator role. As the Filing Coordinator you can assign roles to a Filing Preparer, Payment Preparer, Actuary, Plan Admin, Plan Admin Rep, and/or Upload Preparer. The Manage Roles link is provided directly from the completion page.

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