Funding Method: Funding Files
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Description
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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.
Best practices to help plan sponsors determine if manually entering contribution and loan data via the contribution center is a convenient option.
4:55
A participant file layout will allow you to load your participant information to PSW so that Fidelity can read it and create participant accounts.
3:55
How to load New Hires and Modify Existing employee’s via file upload on PSW.
2:55
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.
2:58
Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
4:59
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
8:06
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC
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