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3:08
An overview of your Fidelity Transition Team
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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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
Critical communications that drive a successful and timely implementation.
2:19
An overview of the Transition timeline
5:00
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
For Plan Sponsor Use Only
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