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How to load New Hires and Modify Existing employee’s via file upload on PSW.
Contribution and loan errors generate after loading the file if the data submitted doesn’t match or work with the services the plan offers.
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A participant file layout will allow you to load your participant information to PSW so that Fidelity can read it and create participant accounts.
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Best practices to help plan sponsors determine if manually entering contribution and loan data via the contribution center is a convenient option.
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Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
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Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
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For Plan Sponsor Use Only
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