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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5:54
PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
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.
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A contribution file layout will tell Fidelity how to read your file. It will map the data columns in your file to Fidelity's system.
5:35
Contribution and loan errors generate after loading the file if the data submitted doesn’t match or work with the services the plan offers.
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How to load New Hires and Modify Existing employee’s via file upload on PSW.
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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
For Plan Sponsor Use Only
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