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6:38
Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.
Actual Deferral Percentage (or ADP) testing and Actual Contribution Percentage (or ACP) testing are two of the tests required annually for nondiscrimination testing.
7:00
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 get information with NDT, Form 5500, and annual/regulatory audits (including ERISA audit sampling requests).
9:08
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 grant power of attorney to an agent on behalf of a participant through a PSW® Service Request.
5:03
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
For Plan Sponsor Use Only
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