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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 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 start different types of transactions through PSW® Service Requests.
7:08
In this video, we’ll cover how to update and/or correct different types of transactions through PSW® Service Requests.
7:47
Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.
6:38
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
For Plan Sponsor Use Only
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