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5:03
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.
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
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
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
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
8:06
Define each of the different populations in a plan and understand how to identify them.
10:34
Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.
6:38
For Plan Sponsor Use Only
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