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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
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Hours Uploads
Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
3:49
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Contribution Files and Loans: Errors
Contribution and loan errors generate after loading the file if the data submitted doesn’t match or work with the services the plan offers.
4:34
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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
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Funding Method: Funding Files
PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
5:54
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Indicative Data: File Upload Process
How to load New Hires and Modify Existing employee’s via file upload on PSW.
2:55
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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
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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
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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
