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9:52
Learn how to avoid an NDT rework by submitting accurate data.
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
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 update and/or correct different types of transactions through PSW® Service Requests.
7:47
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
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
8:06
For Plan Sponsor Use Only
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