Service Requests – Pay an Invoice
6:24
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In this video, we’ll cover how to pay an invoice through a PSW® Service Request.
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6:24
In this video, we’ll cover how to pay an invoice through a PSW® Service Request.
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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Actual Deferral Percentage (or ADP) testing and Actual Contribution Percentage (or ACP) testing are two of the tests required annually for nondiscrimination testing.
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Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
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A participant file layout will allow you to load your participant information to PSW so that Fidelity can read it and create participant accounts.
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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.
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Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.
6:38
For Plan Sponsor Use Only
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