On this screen you enter plan basics. You must enter a plan name, but the funding information is optional.
In the Plan Name box, enter a name for this risk-based plan, limit 50 characters.
In the Initial balance ($) box, enter the beginning value of the plan, if desired.
In the On-going annual contribution ($) box, enter the planned annual contributions that will be made to this plan, if desired.
Click 
to continue to the seven-question risk survey.