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How to load New Hires and Modify Existing employee’s via file upload on PSW.
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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You will receive participant error files in PSW when the data on the participant file does not match the data that is already in PSW.
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Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
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New employees can be loaded manually into PSW without a file upload.
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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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