-
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
-
Indicative Data: Manual Entry Process
New employees can be loaded manually into PSW without a file upload.
3:44
-
Correcting Contributions via a Service Request
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
8:06
-
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
-
Hours Uploads
Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
3:49
-
Indicative Data: Errors
You will receive participant error files in PSW when the data on the participant file does not match the data that is already in PSW.
2:58
-
Funding Method: Funding Files
PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
5:54
-
Indicative Data: File Upload Process
How to load New Hires and Modify Existing employee’s via file upload on PSW.
2:55
-
Contribution Files and Loans: Manual Upload
Best practices to help plan sponsors determine if manually entering contribution and loan data via the contribution center is a convenient option.
4:55
-
Contribution Files and Loans: File Upload Process
Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
4:59
-
Contribution Files and Loans: Creating Layouts
A contribution file layout will tell Fidelity how to read your file. It will map the data columns in your file to Fidelity's system.
5:35
