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To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
Electronic Data Transmission (EDT) allows data to be sent directly from your payroll platform to Fidelity on a scheduled basis.
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An overview of your Fidelity Transition Team
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Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
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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.
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The blackout period is a time when your employees cannot transact in their accounts while records and assets are transferred between retirement providers.
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Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
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For Plan Sponsor Use Only
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