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4:13
A look at the most important data activities in implementation
An overview of your Fidelity Transition Team
3:08
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
4:15
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
Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
6:35
An overview of the Transition timeline
5:00
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
For Plan Sponsor Use Only
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