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.
A look at the most important data activities in implementation
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An overview of the Transition timeline
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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 your Fidelity Transition Team
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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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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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