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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.
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
A look at the most important data activities in implementation
4:13
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
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Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
6:35
An overview of your Fidelity Transition Team
3:08
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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For Plan Sponsor Use Only
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