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Testing & Reporting Services (TRS) and New Plan Implementations
Learn about the services provided by Fidelity’s Testing & Reporting Services (TRS), the relationship between each service, and the processes TRS follows each plan year to help keep plans in compliance.
8:58
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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
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Ensuring a Smooth EDT Implementation
Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
6:35
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Welcome to Fidelity Investments
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
1:46
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Meet Your Fidelity Transition Team
An overview of your Fidelity Transition Team
3:08
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New Plan Transition Timeline
An overview of the Transition timeline
5:00
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Key Phases in Implementation
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
4:15
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The Blackout Period
The blackout period is a time when your employees cannot transact in their accounts while records and assets are transferred between retirement providers.
4:44
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Key Communications for a Successful Transition (Emerging)
Critical communications that drive a successful and timely implementation.
2:19
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Key Data Activities
A look at the most important data activities in implementation
4:13
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EDT Overview
Electronic Data Transmission (EDT) allows data to be sent directly from your payroll platform to Fidelity on a scheduled basis.
7:26
