Plan Sponsor Education Video Gallery

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• 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

• 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