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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.
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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Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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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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How to load New Hires and Modify Existing employee’s via file upload on PSW.
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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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For Plan Sponsor Use Only
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