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10:34
Define each of the different populations in a plan and understand how to identify them.
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
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
A Qualified Non-Elective Contribution, or QNEC, is a corrective contribution made to certain participants on behalf of the plan sponsor due to an ADP or ACP nondiscrimination test failure.
6:35
New employees can be loaded manually into PSW without a file upload.
3:44
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
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