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Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
Electronic Data Transmission (EDT) allows data to be sent directly from your payroll platform to Fidelity on a scheduled basis.
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An overview of your Fidelity Transition Team
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Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
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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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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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Critical communications that drive a successful and timely implementation.
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For Plan Sponsor Use Only
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