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4:15
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
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
An overview of your Fidelity Transition Team
3:08
The blackout period is a time when your employees cannot transact in their accounts while records and assets are transferred between retirement providers.
4:44
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
1:46
Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
6:35
An overview of the Transition timeline
5:00
For Plan Sponsor Use Only
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