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6:35
Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation.
Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper.
1:46
An overview of your Fidelity Transition Team
3:08
A look at the most important data activities in implementation
4:13
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
An overview of the Transition timeline
5:00
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
For Plan Sponsor Use Only
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