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1:46
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
Critical communications that drive a successful and timely implementation.
2:19
A look at the most important data activities in implementation
4:13
An overview of your Fidelity Transition Team
3:08
Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
6:35
An overview of the Transition timeline
5:00
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
For Plan Sponsor Use Only
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