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.
New employees can be loaded manually into PSW without a file upload.
3:44
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
8:06
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.
4:55
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.
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How to load New Hires and Modify Existing employee’s via file upload on PSW.
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