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10:34
Define each of the different populations in a plan and understand how to identify them.
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
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
New employees can be loaded manually into PSW without a file upload.
3:44
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
8:06
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 get information with NDT, Form 5500, and annual/regulatory audits (including ERISA audit sampling requests).
9:08
For Plan Sponsor Use Only
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