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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.
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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New employees can be loaded manually into PSW without a file upload.
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Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
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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.
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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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How to load New Hires and Modify Existing employee’s via file upload on PSW.
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For Plan Sponsor Use Only
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