Plan Sponsor Education Video Gallery

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• Play video Understanding the Types of Participants in Your Plan

  Understanding the Types of Participants in Your Plan

  Define each of the different populations in a plan and understand how to identify them.

  10:34

• Play video Qualified Non-Elective Contributions (QNEC)

  Qualified Non-Elective Contributions (QNEC)

  A Qualified Non-Elective Contribution, or QNEC, is a corrective contribution made to certain participants on behalf of the plan sponsor due to an ADP or ACP nondiscrimination test failure.

  6:35

• Play video ADP and ACP Test Failures

  ADP and ACP Test Failures

  Actual Deferral Percentage (or ADP) testing and Actual Contribution Percentage (or ACP) testing are two of the tests required annually for nondiscrimination testing.

  7:00

• Play video Service Requests – Power of Attorney

  Service Requests – Power of Attorney

  In this video, we’ll cover how to grant power of attorney to an agent on behalf of a participant through a PSW® Service Request.

  5:03

• Play video Indicative Data: Manual Entry Process

  Indicative Data: Manual Entry Process

  New employees can be loaded manually into PSW without a file upload.

  3:44

• Play video Indicative Data: Creating File Layouts

  Indicative Data: Creating File Layouts

  A participant file layout will allow you to load your participant information to PSW so that Fidelity can read it and create participant accounts.

  3:55

• Play video Correcting Contributions via a Service Request

  Correcting Contributions via a Service Request

  Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.

  8:06

• 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 Service Requests – Nondiscrimination Testing (NDT), Form 5500 & Audit Support

  Service Requests – Nondiscrimination Testing (NDT), Form 5500 & Audit Support

  In this video, we’ll cover how to get information with NDT, Form 5500, and annual/regulatory audits (including ERISA audit sampling requests).

  9:08

• 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