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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
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Correcting Contributions via a Service Request
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
8:06
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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
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Service Requests – Pay an Invoice
In this video, we’ll cover how to pay an invoice through a PSW® Service Request.
6:24
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Service Requests – Starting Transactions
In this video, we’ll cover how to start different types of transactions through PSW® Service Requests.
7:08
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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
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PSW Notifications
PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
4:11
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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
