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To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
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An overview of the Transition timeline
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Critical communications that drive a successful and timely implementation.
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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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Electronic Data Transmission (EDT) allows data to be sent directly from your payroll platform to Fidelity on a scheduled basis.
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Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
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For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC © 2021 FMR LLC. All rights reserved. 979014.1.0
