Meet Your Fidelity Transition Team
3:08
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An overview of your Fidelity Transition Team
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3:08
An overview of your Fidelity Transition Team
Critical communications that drive a successful and timely implementation.
2:19
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
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
1:46
An overview of the Transition timeline
5:00
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
4:15
Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
6:35
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC
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