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Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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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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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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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PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
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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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