Home
8:06
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
It’s important for plan sponsors to understand each step of the Electronic Data Transfer (EDT) implementation process to help ensure a successful connection for the plan.
6:27
New employees can be loaded manually into PSW without a file upload.
3:44
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 pay an invoice through a PSW® Service Request.
6:24
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
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC © 2021 FMR LLC. All rights reserved. 979014.1.0
