Home
5:00
An overview of the Transition timeline
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
Critical communications that drive a successful and timely implementation.
2:19
Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
6:35
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
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.
8:58
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
1:46
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC © 2021 FMR LLC. All rights reserved. 979014.1.0
