-
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
-
Play video Reviewing Plan Year End Summary Reports in PSW
Reviewing Plan Year End Summary Reports in PSW
The Plan Year End Summary package provides the information about the plan assets Fidelity recordkept during the plan year and has been designed to assist with the preparation of the Form 5500 and related schedules.
4:51
-
Play video Auditor Access to PSW
Auditor Access to PSW
For an Auditor or a 3rd party to receive access to PSW®, the plan sponsor must complete the Fidelity PSW® Auditor Access form.
4:07
-
Play video Loan Default Reversals
Loan Default Reversals
Plan sponsors should understand Fidelity’s loan policy and the steps to take when a participant wants to reverse a defaulted loan.
5:17
-
Play video Blockchain and Fidelity
Blockchain and Fidelity
Gain an understanding of blockchain and learn key characteristics of this digital technology.
4:08
-
Play video Reinventing Recordkeeping and Event-Driven Real-Time Processing
Reinventing Recordkeeping and Event-Driven Real-Time Processing
Event-driven processing uses a specific input to begin processing data in real-time.
3:00
-
Play video Minimum Coverage Testing
Minimum Coverage Testing
Minimum Coverage Testing is one of the nondiscrimination tests plans generally must undergo each year to stay in compliance.
5:24
- Load More