Correcting Contributions via a Service Request
8:06
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Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
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8:06
Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request.
A participant file layout will allow you to load your participant information to PSW so that Fidelity can read it and create participant accounts.
3:55
PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
5:54
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
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.
4:13
Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
4:59
How to load New Hires and Modify Existing employee’s via file upload on PSW.
2:55
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC
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