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How to load New Hires and Modify Existing employee’s via file upload on PSW.
Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
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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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Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
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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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Managing the contributions for your plan participants is completed in four steps. The fourth and final step of the process is managing the adjustment file.
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For Plan Sponsor Use Only
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