Home
7:26
Electronic Data Transmission (EDT) allows data to be sent directly from your payroll platform to Fidelity on a scheduled basis.
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
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
1:46
A look at the most important data activities in implementation
4:13
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
4:15
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.
6:27
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
Fidelity Brokerage Services, Member NYSE, SIPC © 2021 FMR LLC. All rights reserved. 979014.1.0
