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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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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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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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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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Critical communications that drive a successful and timely implementation.
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For Plan Sponsor Use Only
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