Home
8:06
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
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 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
Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency.
6:38
In this video, we’ll cover how to start different types of transactions through PSW® Service Requests.
7:08
New employees can be loaded manually into PSW without a file upload.
3:44
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC © 2021 FMR LLC. All rights reserved. 979014.1.0
