Indicative Data: Manual Entry Process
3:44
Description
Related Videos
New employees can be loaded manually into PSW without a file upload.
View More
View Less
3:44
New employees can be loaded manually into PSW without a file upload.
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
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
8:06
Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.
6:38
In this video, we’ll cover how to grant power of attorney to an agent on behalf of a participant through a PSW® Service Request.
5:03
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
In this video, we’ll cover how to pay an invoice through a PSW® Service Request.
6:24
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC
© 2021 FMR LLC. All rights reserved.
979014.1.0