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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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Learn about the services provided by Fidelity’s Testing & Reporting Services (TRS), the relationship between each service, and the processes TRS follows each plan year to help keep plans in compliance.
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Critical communications that drive a successful and timely 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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An overview of your Fidelity Transition Team
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For Plan Sponsor Use Only
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