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Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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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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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PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
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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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Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
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For Plan Sponsor Use Only
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