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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.
An overview of the Transition timeline
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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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A look at the most important data activities in implementation
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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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Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
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For Plan Sponsor Use Only
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