Plan Sponsor Education Video Gallery

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• Play video Service Requests – Qualified Domestic Relations Order (QDRO)

  Service Requests – Qualified Domestic Relations Order (QDRO)

  In this video, we’ll cover how to transfer to separate a participant’s account into two accounts (usually after a divorce) through a PSW® Service Request.

  6:03

• Play video Loan Delinquency Overview

  Loan Delinquency Overview

  Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.

  6:38

• Play video Service Requests – Pay an Invoice

  Service Requests – Pay an Invoice

  In this video, we’ll cover how to pay an invoice through a PSW® Service Request.

  6:24

• Play video Service Requests – Updating/Correcting Transactions

  Service Requests – Updating/Correcting Transactions

  In this video, we’ll cover how to update and/or correct different types of transactions through PSW® Service Requests.

  7:47

• Play video Service Requests – Starting Transactions

  Service Requests – Starting Transactions

  In this video, we’ll cover how to start different types of transactions through PSW® Service Requests.

  7:08

• Play video EDT and New Plan Implementations

  EDT and New Plan Implementations

  It’s important for plan sponsors to understand each step of the Electronic Data Transfer (EDT) implementation process to help ensure a successful connection for the plan.

  6:27

• Play video Auto Portability Overview

  Auto Portability Overview

  Learn about Auto Portability (AP) and the Portability Services Network (PSN), an industry-led utility created with Fidelity’s leadership to accelerate adoption of Auto Portability.

  6:36

• Play video Avoiding NDT Reworks

  Avoiding NDT Reworks

  Learn how to avoid an NDT rework by submitting accurate data.

  9:52

• Play video Vesting & Plan Audits

  Vesting & Plan Audits

  It is important to understand vesting as part of an annual plan audit.

  6:20

• Play video Ensuring a Smooth EDT Implementation

  Ensuring a Smooth EDT Implementation

  Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.

  6:35

• Play video Managing The Adjustment File

  Managing The Adjustment File

  Managing the contributions for your plan participants is completed in four steps. The fourth and final step of the process is managing the adjustment file.

  4:13

• Play video SOC1 Relationships

  SOC1 Relationships

  It’s important to understand which SOC 1(s) may be applicable to your plan for reporting and auditing purposes.

  7:00