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7:26
Electronic Data Transmission (EDT) allows data to be sent directly from your payroll platform to Fidelity on a scheduled basis.
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
4:15
An overview of your Fidelity Transition Team
3:08
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
Critical communications that drive a successful and timely implementation.
2:19
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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