Funding Method: Funding Files
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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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PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
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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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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New employees can be loaded manually into PSW without a file upload.
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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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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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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
Fidelity Brokerage Services, Member NYSE, SIPC
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