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9:52
Learn how to avoid an NDT rework by submitting accurate data.
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
In this video, we’ll cover how to start different types of transactions through PSW® Service Requests.
7:08
It’s important for plan sponsors to understand each step of the Electronic Data Transfer (EDT) implementation process to help ensure a successful connection for the plan.
6:27
Learn about Auto Portability (AP) and the Portability Services Network (PSN), an industry-led utility created with Fidelity’s leadership to accelerate adoption of Auto Portability.
6:36
Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
6:35
It is important to understand vesting as part of an annual plan audit.
6:20
For Plan Sponsor Use Only
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