Ensuring a Smooth EDT Implementation
6:35
Description
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Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
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6:35
Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
An overview of the Transition timeline
5:00
An overview of your Fidelity Transition Team
3:08
Electronic Data Transmission (EDT) allows data to be sent directly from your payroll platform to Fidelity on a scheduled basis.
7:26
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
To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases.
4:15
Critical communications that drive a successful and timely implementation.
2:19
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC
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