Home
7:00
It’s important to understand which SOC 1(s) may be applicable to your plan for reporting and auditing purposes.
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
Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.
6:38
Define each of the different populations in a plan and understand how to identify them.
10:34
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
Actual Deferral Percentage (or ADP) testing and Actual Contribution Percentage (or ACP) testing are two of the tests required annually for nondiscrimination testing.
New employees can be loaded manually into PSW without a file upload.
3:44
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC © 2021 FMR LLC. All rights reserved. 979014.1.0
