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For an Auditor or a 3rd party to receive access to PSW®, the plan sponsor must complete the Fidelity PSW® Auditor Access form.
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
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In this video, we’ll cover how to start different types of transactions through PSW® Service Requests.
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PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
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In this video, we’ll cover how to get information with NDT, Form 5500, and annual/regulatory audits (including ERISA audit sampling requests).
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In this video, we’ll cover how to update and/or correct different types of transactions through PSW® Service Requests.
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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.
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For Plan Sponsor Use Only
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