It includes plan registration and enterprise and individual accounts setup. Plan building describes the period after the clients¡¯ filing of the occupational annuity scheme is approved, contracts with the trustee are signed and the plan registration number is obtained. The trustee performs the task to receive the relevant documents from the client and to submit them to account manager. This account manager again records the main information and rules of the plan into the account management system, completes plan registration and corporate and individual accounts opening in the system, and issues the corresponding plan documents.

Working out a plan document is the starting point of the occupational annuity operation.