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Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
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.
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To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
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An overview of the Transition timeline
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Critical communications that drive a successful and timely implementation.
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The blackout period is a time when your employees cannot transact in their accounts while records and assets are transferred between retirement providers.
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Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
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For Plan Sponsor Use Only
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