Home
6:20
It is important to understand vesting as part of an annual plan audit.
Define each of the different populations in a plan and understand how to identify them.
10:34
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
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
8:06
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
Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.
6:38
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
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC © 2021 FMR LLC. All rights reserved. 979014.1.0
