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.
How to load New Hires and Modify Existing employee’s via file upload on PSW.
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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.
2:58
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
Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
3:49
Contribution and loan errors generate after loading the file if the data submitted doesn’t match or work with the services the plan offers.
4:34
Best practices to help plan sponsors determine if manually entering contribution and loan data via the contribution center is a convenient option.
4:55
For Plan Sponsor Use Only
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