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6:24
In this video, we’ll cover how to pay an invoice through a PSW® Service Request.
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
Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.
6:38
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
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
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
For Plan Sponsor Use Only
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