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3:44
New employees can be loaded manually into PSW without a file upload.
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
Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.
6:38
In this video, we’ll cover how to pay an invoice through a PSW® Service Request.
6:24
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
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
For Plan Sponsor Use Only
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