https://site-38762206.bcvp0rtal.com/detail/video/6338007751112/welcome-to-the-plan-sponsor-education-library 2025-07-21T15:07:39.191Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/746cf4c8-3bd3-422d-9aee-dad64dfb5db7/f173daa7-2928-4542-9e1b-76a217a5b4b5/1280x720/match/image.jpg Welcome to the Plan Sponsor Education Library Learn how to make the most out of the plan sponsor education video library. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6338007751112 85 2023-09-28T19:02:18.771Z Home https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6309377183112/match-true-up-calculations 2026-02-19T18:21:49.352Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/2b507f41-c6b4-4206-a1aa-1270ee5dcdf9/7671f25b-70ef-44d2-aa36-d41551fecc88/1280x720/match/image.jpg Match True-Up Calculations Plans may need a match true-up calculation when the plan document specifies the match will be determined on an annualized basis, but the plan sponsor calculates and deposits the match more frequently, such as each pay period, monthly, or quarterly. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6309377183112 274 2022-07-11T12:38:39.606Z Employer Calculations & Additional Testing Services https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6317975258112/benefits-rights-features-testing 2024-04-05T18:58:12.901Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/593f3493-1207-4511-919e-ecf7d2892530/512fe9de-b038-4a97-b894-d4425aab2127/1280x720/match/image.jpg Benefits, Rights & Features Testing The Benefits Rights & Features testing is done to determine if each benefit, right, and feature of the plan is available to employees on a nondiscriminatory basis. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6317975258112 247 2022-12-29T17:31:20.846Z Employer Calculations & Additional Testing Services https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6319133428112/minimum-coverage-testing 2024-04-05T18:59:22.872Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/5ff302a3-2eef-4389-bb84-b5e9851761b7/main/1280x720/2m42s485ms/match/image.jpg Minimum Coverage Testing Minimum Coverage Testing is one of the nondiscrimination tests plans generally must undergo each year to stay in compliance. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6319133428112 325 2023-01-23T18:02:11.506Z Employer Calculations & Additional Testing Services https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6312091851112/the-different-types-of-compensation 2024-04-05T18:53:23.027Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/7123921f-3023-4f83-856a-de0ef5fbdef7/78d8c754-59e8-4536-a1ef-142314370978/1280x720/match/image.jpg The Different Types of Compensation Plan sponsors will learn and understand the different types of compensation so they know what data to provide on their plan’s annual nondiscrimination testing participant data file. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6312091851112 434 2022-09-09T15:48:34.038Z Employer Calculations & Additional Testing Services https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6323246233112/reinventing-recordkeeping-and-event-driven-real-time-processing 2024-04-05T18:58:27.246Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/b4920752-46f7-4dae-98a8-d68e15fbe7ac/main/1280x720/1m30s240ms/match/image.jpg Reinventing Recordkeeping and Event-Driven Real-Time Processing Event-driven processing uses a specific input to begin processing data in real-time. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6323246233112 180 2023-03-26T21:36:15.094Z Reinventing DC Recordkeeping https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6305281840112/reinventing-recordkeeping-below-the-surface 2026-02-19T18:19:03.477Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/3c79a9ba-653f-4c35-ad6b-eb2f86086855/daa6cda3-fc0e-4537-a493-83f977b22d70/1280x720/match/image.jpg Reinventing Recordkeeping Below the Surface In this video we’ll dive into some of the innovative ways Fidelity works to constantly reinvent recordkeeping, including advancing trust, using cloud technology, demonstrating our competitive advantage and by delivering value to our plan sponsors. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6305281840112 348 2022-04-27T16:57:50.165Z Reinventing DC Recordkeeping https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6294618942001/introduction-to-reinventing-recordkeeping 2025-07-21T15:08:23.957Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/23e8a0ae-cbb4-4a7e-b5fe-fb05f48b3fb7/fcc8084c-a97d-483d-8656-9af576004557/1280x720/match/image.jpg Introduction to Reinventing Recordkeeping As the leader in retirement readiness, Fidelity Investments is transforming plan recordkeeping. In this video, we discuss what it means to reinvent recordkeeping and how we are taking the steps to reinvent the experience for our clients. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6294618942001 329 2022-01-31T16:51:32.202Z Reinventing DC Recordkeeping https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6385858822112/understanding-the-types-of-participants-in-your-plan 2025-12-03T15:10:23.625Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/bb4d13de-1d13-4795-87b5-df0af3546ae2/596b09f0-c8e6-4d68-ac27-13d212c25c02/1280x720/match/image.jpg Understanding the Types of Participants in Your Plan Define each of the different populations in a plan and understand how to identify them. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6385858822112 634 2025-12-02T18:44:17.441Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6385860951112/qualified-non-elective-contributions-qnec 2025-12-02T18:33:28.719Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/14c2c1d8-617a-4caf-8521-642a6ffbe5be/8ca73f60-9a6b-4b11-bcb6-1477130bbdd1/1280x720/match/image.jpg Qualified Non-Elective Contributions (QNEC) A Qualified Non-Elective Contribution, or QNEC, is a corrective contribution made to certain participants on behalf of the plan sponsor due to an ADP or ACP nondiscrimination test failure. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6385860951112 396 2025-12-02T18:22:26.258Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6385577091112/adp-and-acp-test-failures 2025-11-25T19:29:09.712Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/9ab96893-2907-46bb-8333-8d1893b00b70/9c55c7a8-783c-4152-8e9e-928e14dba211/1280x720/match/image.jpg ADP and ACP Test Failures Actual Deferral Percentage (or ADP) testing and Actual Contribution Percentage (or ACP) testing are two of the tests required annually for nondiscrimination testing. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6385577091112 421 2025-11-25T18:50:08.059Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6374063261112/service-requests-–-power-of-attorney 2025-06-10T15:09:39.400Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/bb4acacd-d5e8-4779-bb1e-e05d3900f50c/89d73a8a-289c-4c15-84f2-4f3638fa6460/1280x720/match/image.jpg Service Requests – Power of Attorney In this video, we’ll cover how to grant power of attorney to an agent on behalf of a participant through a PSW® Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6374063261112 303 2025-06-10T15:09:39.397Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6257408752001/indicative-data:-manual-entry-process 2025-07-21T15:05:32.124Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/cd445f35-e9de-489f-80c0-4d407e61769b/f3e16865-9298-49a7-b53b-c31ea961c673/1280x720/match/image.jpg Indicative Data: Manual Entry Process New employees can be loaded manually into PSW without a file upload. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6257408752001 225 2023-06-20T14:01:14.750Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6256143619001/indicative-data:-creating-file-layouts 2025-05-16T18:16:30.919Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/7d945065-6729-43f8-9958-9859a81f6a35/1533fcf7-59b6-4a41-af21-c6116d44accb/1280x720/match/image.jpg Indicative Data: Creating File Layouts A participant file layout will allow you to load your participant information to PSW so that Fidelity can read it and create participant accounts. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6256143619001 235 2021-05-26T18:23:26.874Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6365804212112/correcting-contributions-via-a-service-request 2024-12-10T15:10:48.512Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/a2647e7e-9c63-4b74-8a3d-718046f5897d/794e845c-ddf3-4a34-979a-f2a225347905/1280x720/match/image.jpg Correcting Contributions via a Service Request Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6365804212112 486 2024-12-10T14:58:12.472Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6363331362112/service-requests-–-qualified-domestic-relations-order-qdro 2024-10-16T13:29:23.965Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/1849f450-a09d-4ad3-b808-0bfe35430b07/95a2435d-cc23-4e42-93ab-d246ee858aa8/1280x720/match/image.jpg Service Requests – Qualified Domestic Relations Order (QDRO) In this video, we’ll cover how to transfer to separate a participant’s account into two accounts (usually after a divorce) through a PSW® Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6363331362112 363 2024-10-16T13:05:22.157Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6366779250112/service-requests-–-nondiscrimination-testing-ndt-form-5500-audit-support 2025-01-07T20:43:10.207Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/19b4d1c7-738f-4ef7-9ebb-8b3ecd9b2a43/091a1580-4cc6-4d9a-8b38-8412e61c6bc1/1280x720/match/image.jpg Service Requests – Nondiscrimination Testing (NDT), Form 5500 & Audit Support In this video, we’ll cover how to get information with NDT, Form 5500, and annual/regulatory audits (including ERISA audit sampling requests). https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6366779250112 549 2025-01-07T17:43:09.825Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6362218916112/loan-delinquency-overview 2024-09-20T18:18:35.211Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/33689eb7-74e2-4750-92bb-a8ceac199eaf/45f3021a-c142-4144-8ec9-9d3df09c721d/1280x720/match/image.jpg Loan Delinquency Overview Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6362218916112 399 2024-09-20T17:38:11.622Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6360710658112/service-requests-–-pay-an-invoice 2024-08-20T17:43:23.283Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/5b3775fc-fac2-4393-89f7-190573938ac2/93c8d6a2-149c-4554-8e56-979efe7120e7/1280x720/match/image.jpg Service Requests – Pay an Invoice In this video, we’ll cover how to pay an invoice through a PSW® Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6360710658112 384 2024-08-20T16:55:05.921Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6355182999112/service-requests-–-updating-correcting-transactions 2025-05-16T18:19:01.727Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/a2388243-dc76-47d2-baa8-6cf33e6bfebc/a0e03e8f-76c3-47bc-8d00-7e4ef351f261/1280x720/match/image.jpg Service Requests – Updating/Correcting Transactions In this video, we’ll cover how to update and/or correct different types of transactions through PSW® Service Requests. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6355182999112 467 2024-06-17T16:56:00.044Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6353965630112/service-requests-–-starting-transactions 2026-02-19T18:20:04.145Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/f7f7bb3b-65f1-4fd9-84c7-257f529219be/5738f1b2-5797-42da-b8ad-18cf0360ecd9/1280x720/match/image.jpg Service Requests – Starting Transactions In this video, we’ll cover how to start different types of transactions through PSW® Service Requests. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6353965630112 429 2024-05-30T18:43:45.729Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6353370359112/edt-and-new-plan-implementations 2026-02-19T18:20:29.167Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/2129ed86-fe37-4ccb-af26-901893c7e22f/3fd7de58-2751-4892-b973-64d039c4fb98/1280x720/match/image.jpg EDT and New Plan Implementations It’s important for plan sponsors to understand each step of the Electronic Data Transfer (EDT) implementation process to help ensure a successful connection for the plan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6353370359112 387 2024-05-21T13:21:38.783Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6345199307112/avoiding-ndt-reworks 2025-12-16T17:58:48.350Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/3dd7498e-9512-4a00-8032-6d7f5a39ba53/main/1280x720/4m56s53ms/match/image.jpg Avoiding NDT Reworks Learn how to avoid an NDT rework by submitting accurate data. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6345199307112 592 2024-01-22T16:07:32.538Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6344499009112/vesting-plan-audits 2025-07-21T15:07:14.954Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/019c3814-fc5f-4b0d-b904-2df061fc5412/8c2220be-3917-400d-b767-abf6cad5238a/1280x720/match/image.jpg Vesting & Plan Audits It is important to understand vesting as part of an annual plan audit. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6344499009112 380 2024-01-08T21:14:50.912Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6342609368112/ensuring-a-smooth-edt-implementation 2026-02-19T18:14:44.302Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/a205309a-1fe5-4aaa-9a6f-5200c3ef9e6b/main/1280x720/3m17s653ms/match/image.jpg Ensuring a Smooth EDT Implementation Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6342609368112 395 2023-12-11T19:59:17.938Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6337026252112/managing-the-adjustment-file 2025-05-16T18:17:39.478Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/ddebf76d-ac07-43b2-9fc7-ef29761f0d3f/main/1280x720/2m6s709ms/match/image.jpg Managing The Adjustment File 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. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6337026252112 253 2023-09-12T14:26:50.539Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6336155239112/soc1-relationships 2024-10-14T15:12:09.701Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/5f6869df-9c73-4e69-9b60-4ae5c37f8ec5/d589c843-4ee4-4b2c-aaf6-bce687b4dbe5/1280x720/match/image.jpg SOC1 Relationships It’s important to understand which SOC 1(s) may be applicable to your plan for reporting and auditing purposes. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6336155239112 420 2023-09-13T14:18:32.656Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6327047181112/reviewing-plan-year-end-summary-reports-in-psw 2024-10-14T15:10:42.420Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/b17c3200-d00d-4f75-9e38-03bd5da3449f/main/1280x720/2m25s568ms/match/image.jpg Reviewing Plan Year End Summary Reports in PSW The Plan Year End Summary package provides the information about the plan assets Fidelity recordkept during the plan year and has been designed to assist with the preparation of the Form 5500 and related schedules. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6327047181112 291 2023-05-09T13:40:00.737Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6326702123112/auditor-access-to-psw 2024-10-14T15:08:56.063Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/6970f234-0e1b-4bb7-89f0-b9e3ff545b2f/main/1280x720/2m3s541ms/match/image.jpg Auditor Access to PSW For an Auditor or a 3rd party to receive access to PSW®, the plan sponsor must complete the Fidelity PSW® Auditor Access form. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6326702123112 247 2023-05-04T13:40:33.773Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6325528681112/loan-default-reversals 2024-10-14T15:08:18.643Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/08855790-1f24-4752-a96f-481cb4877803/main/1280x720/2m38s944ms/match/image.jpg Loan Default Reversals Plan sponsors should understand Fidelity’s loan policy and the steps to take when a participant wants to reverse a defaulted loan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6325528681112 318 2023-04-24T12:15:47.049Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6323897374112/blockchain-and-fidelity 2024-10-14T15:07:46.503Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/1901a4da-ad29-4ad0-8f3f-debba86ff2bc/main/1280x720/2m4s330ms/match/image.jpg Blockchain and Fidelity Gain an understanding of blockchain and learn key characteristics of this digital technology. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6323897374112 249 2023-04-04T17:25:21.583Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6323246233112/reinventing-recordkeeping-and-event-driven-real-time-processing 2024-04-05T18:58:27.246Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/b4920752-46f7-4dae-98a8-d68e15fbe7ac/main/1280x720/1m30s240ms/match/image.jpg Reinventing Recordkeeping and Event-Driven Real-Time Processing Event-driven processing uses a specific input to begin processing data in real-time. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6323246233112 180 2023-03-26T21:36:15.094Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6319133428112/minimum-coverage-testing 2024-04-05T18:59:22.872Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/5ff302a3-2eef-4389-bb84-b5e9851761b7/main/1280x720/2m42s485ms/match/image.jpg Minimum Coverage Testing Minimum Coverage Testing is one of the nondiscrimination tests plans generally must undergo each year to stay in compliance. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6319133428112 325 2023-01-23T18:02:11.506Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6315167083112/the-different-types-of-contributions 2024-04-05T18:57:29.588Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/c0b0b0c5-ee39-4201-9a8f-5503dc50b8bf/3cee15bc-b749-4374-a464-5d7e8e24b415/1280x720/match/image.jpg The Different Types of Contributions It’s important for plan sponsors to understand the different types of contributions and how each type is utilized for nondiscrimination testing. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6315167083112 493 2022-11-08T16:15:01.524Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6256147050001/psw-notifications 2025-07-21T15:06:33.120Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/4bf76d6d-c63b-4ebe-8ec7-46ea90e7f94e/04e0e39d-a2d1-4749-b48b-fe7e9f27e7a4/1280x720/match/image.jpg PSW Notifications PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6256147050001 251 2021-05-26T18:49:52.098Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6312609428112/removing-equity-wash-requirements 2024-04-05T18:52:44.047Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/7af4ddac-53a7-42e4-8c70-adf50c3b0172/main/1280x720/2m34s5ms/match/image.jpg Removing Equity Wash Requirements Learn about Fidelity’s approach to identifying funds that should be designated as competing, and understand the equity wash restrictions when transfers are initiated. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6312609428112 308 2022-09-20T16:57:24.888Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6312091851112/the-different-types-of-compensation 2024-04-05T18:53:23.027Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/7123921f-3023-4f83-856a-de0ef5fbdef7/78d8c754-59e8-4536-a1ef-142314370978/1280x720/match/image.jpg The Different Types of Compensation Plan sponsors will learn and understand the different types of compensation so they know what data to provide on their plan’s annual nondiscrimination testing participant data file. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6312091851112 434 2022-09-09T15:48:34.038Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6310031995112/safe-harbor-plan-provisions 2024-05-28T19:33:47.052Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/11122923-1bb4-47a7-a134-d75cd42f0493/21ddb7ee-78b4-4200-9b6e-b4d0a39eaf0d/1280x720/match/image.jpg Safe Harbor Plan Provisions Because of the complexity of nondiscrimination testing and the administrative burden to a plan sponsor, some organizations are opting to set up new plans and/or amend their current plan document to include safe harbor provisions. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6310031995112 418 2022-07-26T16:32:34.043Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6311095989112/a-plan-s-first-audit 2026-02-19T18:21:32.071Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/eb4e9b65-660d-402f-b6ed-b0bd1e9f3eb4/9df9ff65-d88e-4768-bde5-a2dca76b9750/1280x720/match/image.jpg A Plan's First Audit Learn about preparing for an audit that is required for qualified defined contribution retirement plans. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6311095989112 290 2022-08-19T12:18:41.069Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6309377183112/match-true-up-calculations 2026-02-19T18:21:49.352Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/2b507f41-c6b4-4206-a1aa-1270ee5dcdf9/7671f25b-70ef-44d2-aa36-d41551fecc88/1280x720/match/image.jpg Match True-Up Calculations Plans may need a match true-up calculation when the plan document specifies the match will be determined on an annualized basis, but the plan sponsor calculates and deposits the match more frequently, such as each pay period, monthly, or quarterly. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6309377183112 274 2022-07-11T12:38:39.606Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6307044221112/understanding-top-heavy-testing 2026-02-19T18:21:12.399Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/3f36439d-6e3a-4fc0-804c-81b94736c9d7/4f432505-2755-45de-a478-3023aa5225ba/1280x720/match/image.jpg Understanding Top Heavy Testing A Top Heavy test is one of the required nondiscrimination tests performed annually on qualified retirement plans. The test is conducted to ensure a plan is not favoring certain owners and officers who participate in the plan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6307044221112 264 2022-05-31T13:09:57.395Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6306267067112/5500-road-to-success 2026-02-19T18:22:07.452Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/f522eeb6-11f5-4ef7-9698-068e1c269277/255fd75f-8dc6-4308-a8b9-00700325bd1d/1280x720/match/image.jpg 5500 Road to Success One important regulatory responsibility you have as the plan sponsor of a qualified defined contribution retirement plan is to ensure the plan’s Form 5500 is filed each plan year. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6306267067112 344 2022-05-16T15:33:33.749Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6294618942001/introduction-to-reinventing-recordkeeping 2025-07-21T15:08:23.957Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/23e8a0ae-cbb4-4a7e-b5fe-fb05f48b3fb7/fcc8084c-a97d-483d-8656-9af576004557/1280x720/match/image.jpg Introduction to Reinventing Recordkeeping As the leader in retirement readiness, Fidelity Investments is transforming plan recordkeeping. In this video, we discuss what it means to reinvent recordkeeping and how we are taking the steps to reinvent the experience for our clients. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6294618942001 329 2022-01-31T16:51:32.202Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6305281840112/reinventing-recordkeeping-below-the-surface 2026-02-19T18:19:03.477Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/3c79a9ba-653f-4c35-ad6b-eb2f86086855/daa6cda3-fc0e-4537-a493-83f977b22d70/1280x720/match/image.jpg Reinventing Recordkeeping Below the Surface In this video we’ll dive into some of the innovative ways Fidelity works to constantly reinvent recordkeeping, including advancing trust, using cloud technology, demonstrating our competitive advantage and by delivering value to our plan sponsors. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6305281840112 348 2022-04-27T16:57:50.165Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6287191028001/the-nondiscrimination-testing-process 2025-07-21T15:07:58.612Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/09c4540b-5407-4ce6-a91a-ace1a9d7d806/d518584f-e7e2-477b-927e-fa96ae5d112e/1280x720/match/image.jpg The Nondiscrimination Testing Process All qualified retirement plans must comply with the Internal Revenue Code’s nondiscrimination requirements. Compliance is demonstrated through a process called ‘nondiscrimination testing’ or NDT. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6287191028001 421 2021-12-16T21:41:43.657Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6271484444001/after-tax-contributions-and-testing-impacts 2025-09-09T19:03:58.103Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/d1e78b69-f3d3-4d8e-a826-72a47e955db2/main/1280x720/2m54s581ms/match/image.jpg After-Tax Contributions and Testing Impacts Helping plan sponsors understand the testing impacts of after-tax contributions prior to adding the contribution option for participants to the plan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6271484444001 349 2021-09-08T13:09:21.773Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6264325733001/prior-year-versus-current-year-testing-methods 2025-07-21T15:06:00.633Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/6d012881-aff5-46e1-848e-79b0825e38b2/57d7fc64-7f1d-4429-80b1-4e81a653af24/1280x720/match/image.jpg Prior Year Versus Current Year Testing Methods Understand the difference in testing methods, Prior Year versus Current Year. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6264325733001 376 2021-07-19T18:19:31.953Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6269151654001/mergers-and-acquisitions:-addressing-pitfall-situations 2026-02-19T18:17:26.366Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/a78686e8-596e-4f59-b7d2-9cb165ba4ea4/888b2b8f-7b8f-4b78-8eb1-6016e71e2a5d/1280x720/match/image.jpg Mergers and Acquisitions: Addressing Pitfall Situations Gain a better understanding of key topics to keep top of mind during a merger or acquisition. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6269151654001 263 2021-08-23T15:01:04.675Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6249071348001/missing-participants 2025-05-16T18:16:10.417Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/4dbdda28-102a-4c0f-95b9-a32bbedbbbd0/main/1280x720/3m3s285ms/match/image.jpg Missing Participants Learn the Department of Labor's four focus areas, find out how to set up plans and participants for retirement success, and review Fidelity's standard and enhanced missing participant offerings. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6249071348001 367 2021-04-15T12:34:56.457Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6252716569001/irs-and-department-of-labor-audits 2025-05-16T18:17:57.200Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/083137c6-afc8-49c4-9d3d-a4059be3ef4e/main/1280x720/2m1s664ms/match/image.jpg IRS and Department of Labor Audits Best practices to help plan sponsors meet their fiduciary responsibilities for during an IRS or DOL Audit. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6252716569001 243 2021-05-05T14:57:18.563Z Explore More https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6385858822112/understanding-the-types-of-participants-in-your-plan 2025-12-03T15:10:23.625Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/bb4d13de-1d13-4795-87b5-df0af3546ae2/596b09f0-c8e6-4d68-ac27-13d212c25c02/1280x720/match/image.jpg Understanding the Types of Participants in Your Plan Define each of the different populations in a plan and understand how to identify them. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6385858822112 634 2025-12-02T18:44:17.441Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6385860951112/qualified-non-elective-contributions-qnec 2025-12-02T18:33:28.719Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/14c2c1d8-617a-4caf-8521-642a6ffbe5be/8ca73f60-9a6b-4b11-bcb6-1477130bbdd1/1280x720/match/image.jpg Qualified Non-Elective Contributions (QNEC) A Qualified Non-Elective Contribution, or QNEC, is a corrective contribution made to certain participants on behalf of the plan sponsor due to an ADP or ACP nondiscrimination test failure. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6385860951112 396 2025-12-02T18:22:26.258Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6385577091112/adp-and-acp-test-failures 2025-11-25T19:29:09.712Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/9ab96893-2907-46bb-8333-8d1893b00b70/9c55c7a8-783c-4152-8e9e-928e14dba211/1280x720/match/image.jpg ADP and ACP Test Failures Actual Deferral Percentage (or ADP) testing and Actual Contribution Percentage (or ACP) testing are two of the tests required annually for nondiscrimination testing. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6385577091112 421 2025-11-25T18:50:08.059Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6374063261112/service-requests-–-power-of-attorney 2025-06-10T15:09:39.400Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/bb4acacd-d5e8-4779-bb1e-e05d3900f50c/89d73a8a-289c-4c15-84f2-4f3638fa6460/1280x720/match/image.jpg Service Requests – Power of Attorney In this video, we’ll cover how to grant power of attorney to an agent on behalf of a participant through a PSW® Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6374063261112 303 2025-06-10T15:09:39.397Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6257408752001/indicative-data:-manual-entry-process 2025-07-21T15:05:32.124Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/cd445f35-e9de-489f-80c0-4d407e61769b/f3e16865-9298-49a7-b53b-c31ea961c673/1280x720/match/image.jpg Indicative Data: Manual Entry Process New employees can be loaded manually into PSW without a file upload. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6257408752001 225 2023-06-20T14:01:14.750Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6256143619001/indicative-data:-creating-file-layouts 2025-05-16T18:16:30.919Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/7d945065-6729-43f8-9958-9859a81f6a35/1533fcf7-59b6-4a41-af21-c6116d44accb/1280x720/match/image.jpg Indicative Data: Creating File Layouts A participant file layout will allow you to load your participant information to PSW so that Fidelity can read it and create participant accounts. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6256143619001 235 2021-05-26T18:23:26.874Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6365804212112/correcting-contributions-via-a-service-request 2024-12-10T15:10:48.512Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/a2647e7e-9c63-4b74-8a3d-718046f5897d/794e845c-ddf3-4a34-979a-f2a225347905/1280x720/match/image.jpg Correcting Contributions via a Service Request Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6365804212112 486 2024-12-10T14:58:12.472Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6363331362112/service-requests-–-qualified-domestic-relations-order-qdro 2024-10-16T13:29:23.965Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/1849f450-a09d-4ad3-b808-0bfe35430b07/95a2435d-cc23-4e42-93ab-d246ee858aa8/1280x720/match/image.jpg Service Requests – Qualified Domestic Relations Order (QDRO) In this video, we’ll cover how to transfer to separate a participant’s account into two accounts (usually after a divorce) through a PSW® Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6363331362112 363 2024-10-16T13:05:22.157Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6366779250112/service-requests-–-nondiscrimination-testing-ndt-form-5500-audit-support 2025-01-07T20:43:10.207Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/19b4d1c7-738f-4ef7-9ebb-8b3ecd9b2a43/091a1580-4cc6-4d9a-8b38-8412e61c6bc1/1280x720/match/image.jpg Service Requests – Nondiscrimination Testing (NDT), Form 5500 & Audit Support In this video, we’ll cover how to get information with NDT, Form 5500, and annual/regulatory audits (including ERISA audit sampling requests). https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6366779250112 549 2025-01-07T17:43:09.825Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6362218916112/loan-delinquency-overview 2024-09-20T18:18:35.211Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/33689eb7-74e2-4750-92bb-a8ceac199eaf/45f3021a-c142-4144-8ec9-9d3df09c721d/1280x720/match/image.jpg Loan Delinquency Overview Plan sponsors should have a basic understanding of retirement plan loans and loan delinquency. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6362218916112 399 2024-09-20T17:38:11.622Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6360710658112/service-requests-–-pay-an-invoice 2024-08-20T17:43:23.283Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/5b3775fc-fac2-4393-89f7-190573938ac2/93c8d6a2-149c-4554-8e56-979efe7120e7/1280x720/match/image.jpg Service Requests – Pay an Invoice In this video, we’ll cover how to pay an invoice through a PSW® Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6360710658112 384 2024-08-20T16:55:05.921Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6355182999112/service-requests-–-updating-correcting-transactions 2025-05-16T18:19:01.727Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/a2388243-dc76-47d2-baa8-6cf33e6bfebc/a0e03e8f-76c3-47bc-8d00-7e4ef351f261/1280x720/match/image.jpg Service Requests – Updating/Correcting Transactions In this video, we’ll cover how to update and/or correct different types of transactions through PSW® Service Requests. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6355182999112 467 2024-06-17T16:56:00.044Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6353965630112/service-requests-–-starting-transactions 2026-02-19T18:20:04.145Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/f7f7bb3b-65f1-4fd9-84c7-257f529219be/5738f1b2-5797-42da-b8ad-18cf0360ecd9/1280x720/match/image.jpg Service Requests – Starting Transactions In this video, we’ll cover how to start different types of transactions through PSW® Service Requests. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6353965630112 429 2024-05-30T18:43:45.729Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6353370359112/edt-and-new-plan-implementations 2026-02-19T18:20:29.167Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/2129ed86-fe37-4ccb-af26-901893c7e22f/3fd7de58-2751-4892-b973-64d039c4fb98/1280x720/match/image.jpg EDT and New Plan Implementations It’s important for plan sponsors to understand each step of the Electronic Data Transfer (EDT) implementation process to help ensure a successful connection for the plan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6353370359112 387 2024-05-21T13:21:38.783Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6345199307112/avoiding-ndt-reworks 2025-12-16T17:58:48.350Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/3dd7498e-9512-4a00-8032-6d7f5a39ba53/main/1280x720/4m56s53ms/match/image.jpg Avoiding NDT Reworks Learn how to avoid an NDT rework by submitting accurate data. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6345199307112 592 2024-01-22T16:07:32.538Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6344499009112/vesting-plan-audits 2025-07-21T15:07:14.954Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/019c3814-fc5f-4b0d-b904-2df061fc5412/8c2220be-3917-400d-b767-abf6cad5238a/1280x720/match/image.jpg Vesting & Plan Audits It is important to understand vesting as part of an annual plan audit. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6344499009112 380 2024-01-08T21:14:50.912Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6342609368112/ensuring-a-smooth-edt-implementation 2026-02-19T18:14:44.302Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/a205309a-1fe5-4aaa-9a6f-5200c3ef9e6b/main/1280x720/3m17s653ms/match/image.jpg Ensuring a Smooth EDT Implementation Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6342609368112 395 2023-12-11T19:59:17.938Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6337026252112/managing-the-adjustment-file 2025-05-16T18:17:39.478Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/ddebf76d-ac07-43b2-9fc7-ef29761f0d3f/main/1280x720/2m6s709ms/match/image.jpg Managing The Adjustment File 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. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6337026252112 253 2023-09-12T14:26:50.539Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6336155239112/soc1-relationships 2024-10-14T15:12:09.701Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/5f6869df-9c73-4e69-9b60-4ae5c37f8ec5/d589c843-4ee4-4b2c-aaf6-bce687b4dbe5/1280x720/match/image.jpg SOC1 Relationships It’s important to understand which SOC 1(s) may be applicable to your plan for reporting and auditing purposes. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6336155239112 420 2023-09-13T14:18:32.656Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6327047181112/reviewing-plan-year-end-summary-reports-in-psw 2024-10-14T15:10:42.420Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/b17c3200-d00d-4f75-9e38-03bd5da3449f/main/1280x720/2m25s568ms/match/image.jpg Reviewing Plan Year End Summary Reports in PSW The Plan Year End Summary package provides the information about the plan assets Fidelity recordkept during the plan year and has been designed to assist with the preparation of the Form 5500 and related schedules. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6327047181112 291 2023-05-09T13:40:00.737Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6326702123112/auditor-access-to-psw 2024-10-14T15:08:56.063Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/6970f234-0e1b-4bb7-89f0-b9e3ff545b2f/main/1280x720/2m3s541ms/match/image.jpg Auditor Access to PSW For an Auditor or a 3rd party to receive access to PSW®, the plan sponsor must complete the Fidelity PSW® Auditor Access form. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6326702123112 247 2023-05-04T13:40:33.773Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6325528681112/loan-default-reversals 2024-10-14T15:08:18.643Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/08855790-1f24-4752-a96f-481cb4877803/main/1280x720/2m38s944ms/match/image.jpg Loan Default Reversals Plan sponsors should understand Fidelity’s loan policy and the steps to take when a participant wants to reverse a defaulted loan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6325528681112 318 2023-04-24T12:15:47.049Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6323897374112/blockchain-and-fidelity 2024-10-14T15:07:46.503Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/1901a4da-ad29-4ad0-8f3f-debba86ff2bc/main/1280x720/2m4s330ms/match/image.jpg Blockchain and Fidelity Gain an understanding of blockchain and learn key characteristics of this digital technology. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6323897374112 249 2023-04-04T17:25:21.583Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6323246233112/reinventing-recordkeeping-and-event-driven-real-time-processing 2024-04-05T18:58:27.246Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/b4920752-46f7-4dae-98a8-d68e15fbe7ac/main/1280x720/1m30s240ms/match/image.jpg Reinventing Recordkeeping and Event-Driven Real-Time Processing Event-driven processing uses a specific input to begin processing data in real-time. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6323246233112 180 2023-03-26T21:36:15.094Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6319133428112/minimum-coverage-testing 2024-04-05T18:59:22.872Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/5ff302a3-2eef-4389-bb84-b5e9851761b7/main/1280x720/2m42s485ms/match/image.jpg Minimum Coverage Testing Minimum Coverage Testing is one of the nondiscrimination tests plans generally must undergo each year to stay in compliance. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6319133428112 325 2023-01-23T18:02:11.506Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6315167083112/the-different-types-of-contributions 2024-04-05T18:57:29.588Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/c0b0b0c5-ee39-4201-9a8f-5503dc50b8bf/3cee15bc-b749-4374-a464-5d7e8e24b415/1280x720/match/image.jpg The Different Types of Contributions It’s important for plan sponsors to understand the different types of contributions and how each type is utilized for nondiscrimination testing. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6315167083112 493 2022-11-08T16:15:01.524Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6256147050001/psw-notifications 2025-07-21T15:06:33.120Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/4bf76d6d-c63b-4ebe-8ec7-46ea90e7f94e/04e0e39d-a2d1-4749-b48b-fe7e9f27e7a4/1280x720/match/image.jpg PSW Notifications PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6256147050001 251 2021-05-26T18:49:52.098Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6312609428112/removing-equity-wash-requirements 2024-04-05T18:52:44.047Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/7af4ddac-53a7-42e4-8c70-adf50c3b0172/main/1280x720/2m34s5ms/match/image.jpg Removing Equity Wash Requirements Learn about Fidelity’s approach to identifying funds that should be designated as competing, and understand the equity wash restrictions when transfers are initiated. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6312609428112 308 2022-09-20T16:57:24.888Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6312091851112/the-different-types-of-compensation 2024-04-05T18:53:23.027Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/7123921f-3023-4f83-856a-de0ef5fbdef7/78d8c754-59e8-4536-a1ef-142314370978/1280x720/match/image.jpg The Different Types of Compensation Plan sponsors will learn and understand the different types of compensation so they know what data to provide on their plan’s annual nondiscrimination testing participant data file. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6312091851112 434 2022-09-09T15:48:34.038Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6310031995112/safe-harbor-plan-provisions 2024-05-28T19:33:47.052Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/11122923-1bb4-47a7-a134-d75cd42f0493/21ddb7ee-78b4-4200-9b6e-b4d0a39eaf0d/1280x720/match/image.jpg Safe Harbor Plan Provisions Because of the complexity of nondiscrimination testing and the administrative burden to a plan sponsor, some organizations are opting to set up new plans and/or amend their current plan document to include safe harbor provisions. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6310031995112 418 2022-07-26T16:32:34.043Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6311095989112/a-plan-s-first-audit 2026-02-19T18:21:32.071Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/eb4e9b65-660d-402f-b6ed-b0bd1e9f3eb4/9df9ff65-d88e-4768-bde5-a2dca76b9750/1280x720/match/image.jpg A Plan's First Audit Learn about preparing for an audit that is required for qualified defined contribution retirement plans. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6311095989112 290 2022-08-19T12:18:41.069Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6309377183112/match-true-up-calculations 2026-02-19T18:21:49.352Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/2b507f41-c6b4-4206-a1aa-1270ee5dcdf9/7671f25b-70ef-44d2-aa36-d41551fecc88/1280x720/match/image.jpg Match True-Up Calculations Plans may need a match true-up calculation when the plan document specifies the match will be determined on an annualized basis, but the plan sponsor calculates and deposits the match more frequently, such as each pay period, monthly, or quarterly. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6309377183112 274 2022-07-11T12:38:39.606Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6307044221112/understanding-top-heavy-testing 2026-02-19T18:21:12.399Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/3f36439d-6e3a-4fc0-804c-81b94736c9d7/4f432505-2755-45de-a478-3023aa5225ba/1280x720/match/image.jpg Understanding Top Heavy Testing A Top Heavy test is one of the required nondiscrimination tests performed annually on qualified retirement plans. The test is conducted to ensure a plan is not favoring certain owners and officers who participate in the plan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6307044221112 264 2022-05-31T13:09:57.395Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6306267067112/5500-road-to-success 2026-02-19T18:22:07.452Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/f522eeb6-11f5-4ef7-9698-068e1c269277/255fd75f-8dc6-4308-a8b9-00700325bd1d/1280x720/match/image.jpg 5500 Road to Success One important regulatory responsibility you have as the plan sponsor of a qualified defined contribution retirement plan is to ensure the plan’s Form 5500 is filed each plan year. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6306267067112 344 2022-05-16T15:33:33.749Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6294618942001/introduction-to-reinventing-recordkeeping 2025-07-21T15:08:23.957Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/23e8a0ae-cbb4-4a7e-b5fe-fb05f48b3fb7/fcc8084c-a97d-483d-8656-9af576004557/1280x720/match/image.jpg Introduction to Reinventing Recordkeeping As the leader in retirement readiness, Fidelity Investments is transforming plan recordkeeping. In this video, we discuss what it means to reinvent recordkeeping and how we are taking the steps to reinvent the experience for our clients. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6294618942001 329 2022-01-31T16:51:32.202Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6305281840112/reinventing-recordkeeping-below-the-surface 2026-02-19T18:19:03.477Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/3c79a9ba-653f-4c35-ad6b-eb2f86086855/daa6cda3-fc0e-4537-a493-83f977b22d70/1280x720/match/image.jpg Reinventing Recordkeeping Below the Surface In this video we’ll dive into some of the innovative ways Fidelity works to constantly reinvent recordkeeping, including advancing trust, using cloud technology, demonstrating our competitive advantage and by delivering value to our plan sponsors. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6305281840112 348 2022-04-27T16:57:50.165Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6287191028001/the-nondiscrimination-testing-process 2025-07-21T15:07:58.612Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/09c4540b-5407-4ce6-a91a-ace1a9d7d806/d518584f-e7e2-477b-927e-fa96ae5d112e/1280x720/match/image.jpg The Nondiscrimination Testing Process All qualified retirement plans must comply with the Internal Revenue Code’s nondiscrimination requirements. Compliance is demonstrated through a process called ‘nondiscrimination testing’ or NDT. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6287191028001 421 2021-12-16T21:41:43.657Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6271484444001/after-tax-contributions-and-testing-impacts 2025-09-09T19:03:58.103Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/d1e78b69-f3d3-4d8e-a826-72a47e955db2/main/1280x720/2m54s581ms/match/image.jpg After-Tax Contributions and Testing Impacts Helping plan sponsors understand the testing impacts of after-tax contributions prior to adding the contribution option for participants to the plan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6271484444001 349 2021-09-08T13:09:21.773Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6264325733001/prior-year-versus-current-year-testing-methods 2025-07-21T15:06:00.633Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/6d012881-aff5-46e1-848e-79b0825e38b2/57d7fc64-7f1d-4429-80b1-4e81a653af24/1280x720/match/image.jpg Prior Year Versus Current Year Testing Methods Understand the difference in testing methods, Prior Year versus Current Year. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6264325733001 376 2021-07-19T18:19:31.953Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6269151654001/mergers-and-acquisitions:-addressing-pitfall-situations 2026-02-19T18:17:26.366Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/a78686e8-596e-4f59-b7d2-9cb165ba4ea4/888b2b8f-7b8f-4b78-8eb1-6016e71e2a5d/1280x720/match/image.jpg Mergers and Acquisitions: Addressing Pitfall Situations Gain a better understanding of key topics to keep top of mind during a merger or acquisition. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6269151654001 263 2021-08-23T15:01:04.675Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6249071348001/missing-participants 2025-05-16T18:16:10.417Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/4dbdda28-102a-4c0f-95b9-a32bbedbbbd0/main/1280x720/3m3s285ms/match/image.jpg Missing Participants Learn the Department of Labor's four focus areas, find out how to set up plans and participants for retirement success, and review Fidelity's standard and enhanced missing participant offerings. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6249071348001 367 2021-04-15T12:34:56.457Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6252716569001/irs-and-department-of-labor-audits 2025-05-16T18:17:57.200Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/083137c6-afc8-49c4-9d3d-a4059be3ef4e/main/1280x720/2m1s664ms/match/image.jpg IRS and Department of Labor Audits Best practices to help plan sponsors meet their fiduciary responsibilities for during an IRS or DOL Audit. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6252716569001 243 2021-05-05T14:57:18.563Z All Videos https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6344499009112/vesting-plan-audits 2025-07-21T15:07:14.954Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/019c3814-fc5f-4b0d-b904-2df061fc5412/8c2220be-3917-400d-b767-abf6cad5238a/1280x720/match/image.jpg Vesting & Plan Audits It is important to understand vesting as part of an annual plan audit. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6344499009112 380 2024-01-08T21:14:50.912Z Department of Labor Regulations https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6306267067112/5500-road-to-success 2026-02-19T18:22:07.452Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/f522eeb6-11f5-4ef7-9698-068e1c269277/255fd75f-8dc6-4308-a8b9-00700325bd1d/1280x720/match/image.jpg 5500 Road to Success One important regulatory responsibility you have as the plan sponsor of a qualified defined contribution retirement plan is to ensure the plan’s Form 5500 is filed each plan year. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6306267067112 344 2022-05-16T15:33:33.749Z Department of Labor Regulations https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6311095989112/a-plan-s-first-audit 2026-02-19T18:21:32.071Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/eb4e9b65-660d-402f-b6ed-b0bd1e9f3eb4/9df9ff65-d88e-4768-bde5-a2dca76b9750/1280x720/match/image.jpg A Plan's First Audit Learn about preparing for an audit that is required for qualified defined contribution retirement plans. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6311095989112 290 2022-08-19T12:18:41.069Z Department of Labor Regulations https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6249071348001/missing-participants 2025-05-16T18:16:10.417Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/4dbdda28-102a-4c0f-95b9-a32bbedbbbd0/main/1280x720/3m3s285ms/match/image.jpg Missing Participants Learn the Department of Labor's four focus areas, find out how to set up plans and participants for retirement success, and review Fidelity's standard and enhanced missing participant offerings. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6249071348001 367 2021-04-15T12:34:56.457Z Department of Labor Regulations https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6252716569001/irs-and-department-of-labor-audits 2025-05-16T18:17:57.200Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/083137c6-afc8-49c4-9d3d-a4059be3ef4e/main/1280x720/2m1s664ms/match/image.jpg IRS and Department of Labor Audits Best practices to help plan sponsors meet their fiduciary responsibilities for during an IRS or DOL Audit. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6252716569001 243 2021-05-05T14:57:18.563Z Department of Labor Regulations https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6310031995112/safe-harbor-plan-provisions 2024-05-28T19:33:47.052Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/11122923-1bb4-47a7-a134-d75cd42f0493/21ddb7ee-78b4-4200-9b6e-b4d0a39eaf0d/1280x720/match/image.jpg Safe Harbor Plan Provisions Because of the complexity of nondiscrimination testing and the administrative burden to a plan sponsor, some organizations are opting to set up new plans and/or amend their current plan document to include safe harbor provisions. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6310031995112 418 2022-07-26T16:32:34.043Z Plan Design https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6309377183112/match-true-up-calculations 2026-02-19T18:21:49.352Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/2b507f41-c6b4-4206-a1aa-1270ee5dcdf9/7671f25b-70ef-44d2-aa36-d41551fecc88/1280x720/match/image.jpg Match True-Up Calculations Plans may need a match true-up calculation when the plan document specifies the match will be determined on an annualized basis, but the plan sponsor calculates and deposits the match more frequently, such as each pay period, monthly, or quarterly. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6309377183112 274 2022-07-11T12:38:39.606Z Plan Design https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6271484444001/after-tax-contributions-and-testing-impacts 2025-09-09T19:03:58.103Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/d1e78b69-f3d3-4d8e-a826-72a47e955db2/main/1280x720/2m54s581ms/match/image.jpg After-Tax Contributions and Testing Impacts Helping plan sponsors understand the testing impacts of after-tax contributions prior to adding the contribution option for participants to the plan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6271484444001 349 2021-09-08T13:09:21.773Z Plan Design https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6264325733001/prior-year-versus-current-year-testing-methods 2025-07-21T15:06:00.633Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/6d012881-aff5-46e1-848e-79b0825e38b2/57d7fc64-7f1d-4429-80b1-4e81a653af24/1280x720/match/image.jpg Prior Year Versus Current Year Testing Methods Understand the difference in testing methods, Prior Year versus Current Year. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6264325733001 376 2021-07-19T18:19:31.953Z Plan Design https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6269151654001/mergers-and-acquisitions:-addressing-pitfall-situations 2026-02-19T18:17:26.366Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/a78686e8-596e-4f59-b7d2-9cb165ba4ea4/888b2b8f-7b8f-4b78-8eb1-6016e71e2a5d/1280x720/match/image.jpg Mergers and Acquisitions: Addressing Pitfall Situations Gain a better understanding of key topics to keep top of mind during a merger or acquisition. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6269151654001 263 2021-08-23T15:01:04.675Z Plan Design https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6256144127001/feedback-files 2026-02-19T18:15:42.593Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/132a5c4c-e6cf-4552-92ee-16c2823bac5f/254e791b-da15-47f8-b775-b0e365f01189/1280x720/match/image.jpg Feedback Files Feedback files are the process by which Fidelity sends information to clients to initiate, change, or stop participant loan or deferral deductions. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6256144127001 274 2021-05-26T18:31:12.661Z Reporting https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6344499009112/vesting-plan-audits 2025-07-21T15:07:14.954Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/019c3814-fc5f-4b0d-b904-2df061fc5412/8c2220be-3917-400d-b767-abf6cad5238a/1280x720/match/image.jpg Vesting & Plan Audits It is important to understand vesting as part of an annual plan audit. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6344499009112 380 2024-01-08T21:14:50.912Z Form 5500 and Annual ERISA Audits https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6336155239112/soc1-relationships 2024-10-14T15:12:09.701Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/5f6869df-9c73-4e69-9b60-4ae5c37f8ec5/d589c843-4ee4-4b2c-aaf6-bce687b4dbe5/1280x720/match/image.jpg SOC1 Relationships It’s important to understand which SOC 1(s) may be applicable to your plan for reporting and auditing purposes. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6336155239112 420 2023-09-13T14:18:32.656Z Form 5500 and Annual ERISA Audits https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6327047181112/reviewing-plan-year-end-summary-reports-in-psw 2024-10-14T15:10:42.420Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/b17c3200-d00d-4f75-9e38-03bd5da3449f/main/1280x720/2m25s568ms/match/image.jpg Reviewing Plan Year End Summary Reports in PSW The Plan Year End Summary package provides the information about the plan assets Fidelity recordkept during the plan year and has been designed to assist with the preparation of the Form 5500 and related schedules. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6327047181112 291 2023-05-09T13:40:00.737Z Form 5500 and Annual ERISA Audits https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6326702123112/auditor-access-to-psw 2024-10-14T15:08:56.063Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/6970f234-0e1b-4bb7-89f0-b9e3ff545b2f/main/1280x720/2m3s541ms/match/image.jpg Auditor Access to PSW For an Auditor or a 3rd party to receive access to PSW®, the plan sponsor must complete the Fidelity PSW® Auditor Access form. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6326702123112 247 2023-05-04T13:40:33.773Z Form 5500 and Annual ERISA Audits https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6311095989112/a-plan-s-first-audit 2026-02-19T18:21:32.071Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/eb4e9b65-660d-402f-b6ed-b0bd1e9f3eb4/9df9ff65-d88e-4768-bde5-a2dca76b9750/1280x720/match/image.jpg A Plan's First Audit Learn about preparing for an audit that is required for qualified defined contribution retirement plans. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6311095989112 290 2022-08-19T12:18:41.069Z Form 5500 and Annual ERISA Audits https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6306267067112/5500-road-to-success 2026-02-19T18:22:07.452Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/f522eeb6-11f5-4ef7-9698-068e1c269277/255fd75f-8dc6-4308-a8b9-00700325bd1d/1280x720/match/image.jpg 5500 Road to Success One important regulatory responsibility you have as the plan sponsor of a qualified defined contribution retirement plan is to ensure the plan’s Form 5500 is filed each plan year. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6306267067112 344 2022-05-16T15:33:33.749Z Form 5500 and Annual ERISA Audits https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6252716569001/irs-and-department-of-labor-audits 2025-05-16T18:17:57.200Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/083137c6-afc8-49c4-9d3d-a4059be3ef4e/main/1280x720/2m1s664ms/match/image.jpg IRS and Department of Labor Audits Best practices to help plan sponsors meet their fiduciary responsibilities for during an IRS or DOL Audit. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6252716569001 243 2021-05-05T14:57:18.563Z Form 5500 and Annual ERISA Audits https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6374063261112/service-requests-–-power-of-attorney 2025-06-10T15:09:39.400Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/bb4acacd-d5e8-4779-bb1e-e05d3900f50c/89d73a8a-289c-4c15-84f2-4f3638fa6460/1280x720/match/image.jpg Service Requests – Power of Attorney In this video, we’ll cover how to grant power of attorney to an agent on behalf of a participant through a PSW® Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6374063261112 303 2025-06-10T15:09:39.397Z Complete Essential Tasks in PSW https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6366779250112/service-requests-–-nondiscrimination-testing-ndt-form-5500-audit-support 2025-01-07T20:43:10.207Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/19b4d1c7-738f-4ef7-9ebb-8b3ecd9b2a43/091a1580-4cc6-4d9a-8b38-8412e61c6bc1/1280x720/match/image.jpg Service Requests – Nondiscrimination Testing (NDT), Form 5500 & Audit Support In this video, we’ll cover how to get information with NDT, Form 5500, and annual/regulatory audits (including ERISA audit sampling requests). https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6366779250112 549 2025-01-07T17:43:09.825Z Complete Essential Tasks in PSW https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6365804212112/correcting-contributions-via-a-service-request 2024-12-10T15:10:48.512Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/a2647e7e-9c63-4b74-8a3d-718046f5897d/794e845c-ddf3-4a34-979a-f2a225347905/1280x720/match/image.jpg Correcting Contributions via a Service Request Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6365804212112 486 2024-12-10T14:58:12.472Z Complete Essential Tasks in PSW https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6363331362112/service-requests-–-qualified-domestic-relations-order-qdro 2024-10-16T13:29:23.965Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/1849f450-a09d-4ad3-b808-0bfe35430b07/95a2435d-cc23-4e42-93ab-d246ee858aa8/1280x720/match/image.jpg Service Requests – Qualified Domestic Relations Order (QDRO) In this video, we’ll cover how to transfer to separate a participant’s account into two accounts (usually after a divorce) through a PSW® Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6363331362112 363 2024-10-16T13:05:22.157Z Complete Essential Tasks in PSW https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6360710658112/service-requests-–-pay-an-invoice 2024-08-20T17:43:23.283Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/5b3775fc-fac2-4393-89f7-190573938ac2/93c8d6a2-149c-4554-8e56-979efe7120e7/1280x720/match/image.jpg Service Requests – Pay an Invoice In this video, we’ll cover how to pay an invoice through a PSW® Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6360710658112 384 2024-08-20T16:55:05.921Z Complete Essential Tasks in PSW https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6353965630112/service-requests-–-starting-transactions 2026-02-19T18:20:04.145Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/f7f7bb3b-65f1-4fd9-84c7-257f529219be/5738f1b2-5797-42da-b8ad-18cf0360ecd9/1280x720/match/image.jpg Service Requests – Starting Transactions In this video, we’ll cover how to start different types of transactions through PSW® Service Requests. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6353965630112 429 2024-05-30T18:43:45.729Z Complete Essential Tasks in PSW https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6355182999112/service-requests-–-updating-correcting-transactions 2025-05-16T18:19:01.727Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/a2388243-dc76-47d2-baa8-6cf33e6bfebc/a0e03e8f-76c3-47bc-8d00-7e4ef351f261/1280x720/match/image.jpg Service Requests – Updating/Correcting Transactions In this video, we’ll cover how to update and/or correct different types of transactions through PSW® Service Requests. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6355182999112 467 2024-06-17T16:56:00.044Z Complete Essential Tasks in PSW https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6256147050001/psw-notifications 2025-07-21T15:06:33.120Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/4bf76d6d-c63b-4ebe-8ec7-46ea90e7f94e/04e0e39d-a2d1-4749-b48b-fe7e9f27e7a4/1280x720/match/image.jpg PSW Notifications PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6256147050001 251 2021-05-26T18:49:52.098Z Complete Essential Tasks in PSW https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6326702123112/auditor-access-to-psw 2024-10-14T15:08:56.063Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/6970f234-0e1b-4bb7-89f0-b9e3ff545b2f/main/1280x720/2m3s541ms/match/image.jpg Auditor Access to PSW For an Auditor or a 3rd party to receive access to PSW®, the plan sponsor must complete the Fidelity PSW® Auditor Access form. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6326702123112 247 2023-05-04T13:40:33.773Z Complete Essential Tasks in PSW https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6385858822112/understanding-the-types-of-participants-in-your-plan 2025-12-03T15:10:23.625Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/bb4d13de-1d13-4795-87b5-df0af3546ae2/596b09f0-c8e6-4d68-ac27-13d212c25c02/1280x720/match/image.jpg Understanding the Types of Participants in Your Plan Define each of the different populations in a plan and understand how to identify them. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6385858822112 634 2025-12-02T18:44:17.441Z Nondiscrimination Testing https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6385860951112/qualified-non-elective-contributions-qnec 2025-12-02T18:33:28.719Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/14c2c1d8-617a-4caf-8521-642a6ffbe5be/8ca73f60-9a6b-4b11-bcb6-1477130bbdd1/1280x720/match/image.jpg Qualified Non-Elective Contributions (QNEC) A Qualified Non-Elective Contribution, or QNEC, is a corrective contribution made to certain participants on behalf of the plan sponsor due to an ADP or ACP nondiscrimination test failure. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6385860951112 396 2025-12-02T18:22:26.258Z Nondiscrimination Testing https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6385577091112/adp-and-acp-test-failures 2025-11-25T19:29:09.712Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/9ab96893-2907-46bb-8333-8d1893b00b70/9c55c7a8-783c-4152-8e9e-928e14dba211/1280x720/match/image.jpg ADP and ACP Test Failures Actual Deferral Percentage (or ADP) testing and Actual Contribution Percentage (or ACP) testing are two of the tests required annually for nondiscrimination testing. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6385577091112 421 2025-11-25T18:50:08.059Z Nondiscrimination Testing https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6345199307112/avoiding-ndt-reworks 2025-12-16T17:58:48.350Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/3dd7498e-9512-4a00-8032-6d7f5a39ba53/main/1280x720/4m56s53ms/match/image.jpg Avoiding NDT Reworks Learn how to avoid an NDT rework by submitting accurate data. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6345199307112 592 2024-01-22T16:07:32.538Z Nondiscrimination Testing https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6317975258112/benefits-rights-features-testing 2024-04-05T18:58:12.901Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/593f3493-1207-4511-919e-ecf7d2892530/512fe9de-b038-4a97-b894-d4425aab2127/1280x720/match/image.jpg Benefits, Rights & Features Testing The Benefits Rights & Features testing is done to determine if each benefit, right, and feature of the plan is available to employees on a nondiscriminatory basis. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6317975258112 247 2022-12-29T17:31:20.846Z Nondiscrimination Testing https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6287191028001/the-nondiscrimination-testing-process 2025-07-21T15:07:58.612Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/09c4540b-5407-4ce6-a91a-ace1a9d7d806/d518584f-e7e2-477b-927e-fa96ae5d112e/1280x720/match/image.jpg The Nondiscrimination Testing Process All qualified retirement plans must comply with the Internal Revenue Code’s nondiscrimination requirements. Compliance is demonstrated through a process called ‘nondiscrimination testing’ or NDT. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6287191028001 421 2021-12-16T21:41:43.657Z Nondiscrimination Testing https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6312091851112/the-different-types-of-compensation 2024-04-05T18:53:23.027Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/7123921f-3023-4f83-856a-de0ef5fbdef7/78d8c754-59e8-4536-a1ef-142314370978/1280x720/match/image.jpg The Different Types of Compensation Plan sponsors will learn and understand the different types of compensation so they know what data to provide on their plan’s annual nondiscrimination testing participant data file. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6312091851112 434 2022-09-09T15:48:34.038Z Nondiscrimination Testing https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6310031995112/safe-harbor-plan-provisions 2024-05-28T19:33:47.052Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/11122923-1bb4-47a7-a134-d75cd42f0493/21ddb7ee-78b4-4200-9b6e-b4d0a39eaf0d/1280x720/match/image.jpg Safe Harbor Plan Provisions Because of the complexity of nondiscrimination testing and the administrative burden to a plan sponsor, some organizations are opting to set up new plans and/or amend their current plan document to include safe harbor provisions. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6310031995112 418 2022-07-26T16:32:34.043Z Nondiscrimination Testing https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6271484444001/after-tax-contributions-and-testing-impacts 2025-09-09T19:03:58.103Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/d1e78b69-f3d3-4d8e-a826-72a47e955db2/main/1280x720/2m54s581ms/match/image.jpg After-Tax Contributions and Testing Impacts Helping plan sponsors understand the testing impacts of after-tax contributions prior to adding the contribution option for participants to the plan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6271484444001 349 2021-09-08T13:09:21.773Z Nondiscrimination Testing https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6264325733001/prior-year-versus-current-year-testing-methods 2025-07-21T15:06:00.633Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/6d012881-aff5-46e1-848e-79b0825e38b2/57d7fc64-7f1d-4429-80b1-4e81a653af24/1280x720/match/image.jpg Prior Year Versus Current Year Testing Methods Understand the difference in testing methods, Prior Year versus Current Year. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6264325733001 376 2021-07-19T18:19:31.953Z Nondiscrimination Testing https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6307044221112/understanding-top-heavy-testing 2026-02-19T18:21:12.399Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/3f36439d-6e3a-4fc0-804c-81b94736c9d7/4f432505-2755-45de-a478-3023aa5225ba/1280x720/match/image.jpg Understanding Top Heavy Testing A Top Heavy test is one of the required nondiscrimination tests performed annually on qualified retirement plans. The test is conducted to ensure a plan is not favoring certain owners and officers who participate in the plan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6307044221112 264 2022-05-31T13:09:57.395Z Nondiscrimination Testing https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6352611764112/secure-act-2.0-overview 2026-02-19T18:19:24.308Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/31fc8cf9-124d-4c91-b611-9de5411e458c/297a37cf-0142-4047-a2ff-276d386026b5/1280x720/match/image.jpg SECURE Act 2.0 Overview On December 29, 2022, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0). https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6352611764112 472 2024-05-10T16:53:44.095Z SECURE Act https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6255031657001/funding-method:-bank-account-set-up 2026-02-19T18:19:41.670Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/2baddd95-4f21-47cb-8ef9-a1450d9e10d2/9474c484-ca6f-4e20-bd55-fda318b900c5/1280x720/match/image.jpg Funding Method: Bank Account Set Up See the steps to establish an automatic debit account; an account that is a sponsor bank account for which Fidelity has been authorized to initiate electronic debits for the purpose of funding contributions, loan repayments, and other plan payments. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6255031657001 317 2021-05-19T14:04:56.852Z Administer Plans https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6327047181112/reviewing-plan-year-end-summary-reports-in-psw 2024-10-14T15:10:42.420Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/b17c3200-d00d-4f75-9e38-03bd5da3449f/main/1280x720/2m25s568ms/match/image.jpg Reviewing Plan Year End Summary Reports in PSW The Plan Year End Summary package provides the information about the plan assets Fidelity recordkept during the plan year and has been designed to assist with the preparation of the Form 5500 and related schedules. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6327047181112 291 2023-05-09T13:40:00.737Z Administer Plans https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6326702123112/auditor-access-to-psw 2024-10-14T15:08:56.063Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/6970f234-0e1b-4bb7-89f0-b9e3ff545b2f/main/1280x720/2m3s541ms/match/image.jpg Auditor Access to PSW For an Auditor or a 3rd party to receive access to PSW®, the plan sponsor must complete the Fidelity PSW® Auditor Access form. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6326702123112 247 2023-05-04T13:40:33.773Z Administer Plans https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6287191028001/the-nondiscrimination-testing-process 2025-07-21T15:07:58.612Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/09c4540b-5407-4ce6-a91a-ace1a9d7d806/d518584f-e7e2-477b-927e-fa96ae5d112e/1280x720/match/image.jpg The Nondiscrimination Testing Process All qualified retirement plans must comply with the Internal Revenue Code’s nondiscrimination requirements. Compliance is demonstrated through a process called ‘nondiscrimination testing’ or NDT. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6287191028001 421 2021-12-16T21:41:43.657Z Administer Plans https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6264325733001/prior-year-versus-current-year-testing-methods 2025-07-21T15:06:00.633Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/6d012881-aff5-46e1-848e-79b0825e38b2/57d7fc64-7f1d-4429-80b1-4e81a653af24/1280x720/match/image.jpg Prior Year Versus Current Year Testing Methods Understand the difference in testing methods, Prior Year versus Current Year. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6264325733001 376 2021-07-19T18:19:31.953Z Administer Plans https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6306267067112/5500-road-to-success 2026-02-19T18:22:07.452Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/f522eeb6-11f5-4ef7-9698-068e1c269277/255fd75f-8dc6-4308-a8b9-00700325bd1d/1280x720/match/image.jpg 5500 Road to Success One important regulatory responsibility you have as the plan sponsor of a qualified defined contribution retirement plan is to ensure the plan’s Form 5500 is filed each plan year. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6306267067112 344 2022-05-16T15:33:33.749Z Administer Plans https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6354525293112/testing-reporting-services-trs-and-new-plan-implementations 2026-02-19T18:20:49.025Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/6b9115bf-74be-43ab-91a6-b920aa042e08/e8b4ac21-455f-4550-9b3e-43b878f7bf20/1280x720/match/image.jpg Testing & Reporting Services (TRS) and New Plan Implementations Learn about the services provided by Fidelity’s Testing & Reporting Services (TRS), the relationship between each service, and the processes TRS follows each plan year to help keep plans in compliance. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6354525293112 539 2024-06-07T15:38:17.261Z Getting Started https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6353370359112/edt-and-new-plan-implementations 2026-02-19T18:20:29.167Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/2129ed86-fe37-4ccb-af26-901893c7e22f/3fd7de58-2751-4892-b973-64d039c4fb98/1280x720/match/image.jpg EDT and New Plan Implementations It’s important for plan sponsors to understand each step of the Electronic Data Transfer (EDT) implementation process to help ensure a successful connection for the plan. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6353370359112 387 2024-05-21T13:21:38.783Z Getting Started https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6342609368112/ensuring-a-smooth-edt-implementation 2026-02-19T18:14:44.302Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/a205309a-1fe5-4aaa-9a6f-5200c3ef9e6b/main/1280x720/3m17s653ms/match/image.jpg Ensuring a Smooth EDT Implementation Plan sponsors should understand the importance data integrity to ensure a smooth EDT implementation. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6342609368112 395 2023-12-11T19:59:17.938Z Getting Started https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6311396568112/welcome-to-fidelity-investments 2026-01-05T16:16:45.129Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/32ae45b8-4349-481b-ac31-06ae1bcf33e2/main/1280x720/53s461ms/match/image.jpg Welcome to Fidelity Investments Welcome to Fidelity Investments! We are so glad you chose us as your recordkeeper. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6311396568112 107 2022-08-26T12:06:57.673Z Getting Started https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6065135995001/meet-your-fidelity-transition-team 2026-01-05T16:16:45.250Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/18564746-ea11-4d7f-ab8a-9f8a4daa02a3/6e324080-9f86-4942-b561-70a9b394d4c4/1280x720/match/image.jpg Meet Your Fidelity Transition Team An overview of your Fidelity Transition Team https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6065135995001 188 2022-04-28T14:47:56.103Z Getting Started https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6064343130001/new-plan-transition-timeline 2026-02-19T18:14:20.013Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/e25c91b1-d9e4-4086-9c11-b41e68af747a/65e683c2-3283-4699-927f-b55370c9e845/1280x720/match/image.jpg New Plan Transition Timeline An overview of the Transition timeline https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6064343130001 300 2019-07-26T15:42:09.915Z Getting Started https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6063172968001/key-phases-in-implementation 2026-01-05T16:16:44.958Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/827c454f-d520-4208-8cfb-f5cc9cdd4906/44aad070-5fb3-4b8b-a9bb-91db52ac810c/1280x720/match/image.jpg Key Phases in Implementation To successfully transition your plan to Fidelity we have streamlined our implementation process into five easy to manage phases. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6063172968001 256 2019-07-23T17:45:48.578Z Getting Started https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6314694853112/the-blackout-period 2026-01-05T16:16:45.087Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/d9e7dc44-9ec2-45d4-aba5-857426f904ef/main/1280x720/2m22s165ms/match/image.jpg The Blackout Period The blackout period is a time when your employees cannot transact in their accounts while records and assets are transferred between retirement providers. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6314694853112 284 2022-10-31T17:26:56.272Z Getting Started https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6315696765112/key-communications-for-a-successful-transition-emerging 2026-01-05T16:16:44.893Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/ca35086c-ec0d-42ca-8a0f-0c060d60f4a8/main/1280x720/1m9s760ms/match/image.jpg Key Communications for a Successful Transition (Emerging) Critical communications that drive a successful and timely implementation. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6315696765112 140 2022-11-17T14:22:16.103Z Getting Started https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6064391692001/key-data-activities 2026-02-19T18:13:50.905Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/3e0a7bcf-c479-4110-937b-7f7bae9a2d94/71dc290f-6b2a-43ba-9d72-fc7598a0d079/1280x720/match/image.jpg Key Data Activities A look at the most important data activities in implementation https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6064391692001 254 2019-07-26T17:44:17.994Z Getting Started https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6335722670112/edt-overview 2026-01-05T16:16:45.045Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/54e06329-4e63-4b60-81d0-8b5892f54769/f0f2ad61-bb92-45a5-a8f8-7556b4aacde4/1280x720/match/image.jpg EDT Overview Electronic Data Transmission (EDT) allows data to be sent directly from your payroll platform to Fidelity on a scheduled basis. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6335722670112 446 2023-08-28T14:14:01.596Z Getting Started https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6256143619001/indicative-data:-creating-file-layouts 2025-05-16T18:16:30.919Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/7d945065-6729-43f8-9958-9859a81f6a35/1533fcf7-59b6-4a41-af21-c6116d44accb/1280x720/match/image.jpg Indicative Data: Creating File Layouts A participant file layout will allow you to load your participant information to PSW so that Fidelity can read it and create participant accounts. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6256143619001 235 2021-05-26T18:23:26.874Z Manage Data https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6257408752001/indicative-data:-manual-entry-process 2025-07-21T15:05:32.124Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/cd445f35-e9de-489f-80c0-4d407e61769b/f3e16865-9298-49a7-b53b-c31ea961c673/1280x720/match/image.jpg Indicative Data: Manual Entry Process New employees can be loaded manually into PSW without a file upload. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6257408752001 225 2023-06-20T14:01:14.750Z Manage Data https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6365804212112/correcting-contributions-via-a-service-request 2024-12-10T15:10:48.512Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/a2647e7e-9c63-4b74-8a3d-718046f5897d/794e845c-ddf3-4a34-979a-f2a225347905/1280x720/match/image.jpg Correcting Contributions via a Service Request Certain types of contribution corrections must be completed via a Fidelity Plan Sponsor Webstation Service Request. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6365804212112 486 2024-12-10T14:58:12.472Z Manage Data https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6337026252112/managing-the-adjustment-file 2025-05-16T18:17:39.478Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/ddebf76d-ac07-43b2-9fc7-ef29761f0d3f/main/1280x720/2m6s709ms/match/image.jpg Managing The Adjustment File 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. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6337026252112 253 2023-09-12T14:26:50.539Z Manage Data https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6261437706001/hours-uploads 2025-07-21T15:06:54.148Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/e07195fd-de4f-478c-b641-1e52d7e11ef8/main/1280x720/1m54s752ms/match/image.jpg Hours Uploads Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6261437706001 230 2021-06-28T20:20:28.643Z Manage Data https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6261438047001/contribution-files-and-loans:-errors 2025-05-16T18:18:17.390Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/968fbd17-d8b9-496d-bed1-a56bc6e127ce/main/1280x720/2m17s386ms/match/image.jpg Contribution Files and Loans: Errors Contribution and loan errors generate after loading the file if the data submitted doesn’t match or work with the services the plan offers. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6261438047001 275 2021-06-28T20:08:07.640Z Manage Data https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6259468880001/indicative-data:-errors 2026-02-19T18:17:07.376Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/41bb7528-0ded-495e-862d-dc28a4935bd9/main/1280x720/1m29s280ms/match/image.jpg Indicative Data: Errors 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. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6259468880001 179 2021-06-18T13:37:52.217Z Manage Data https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6259329539001/funding-method:-funding-files 2026-02-19T18:15:03.559Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/014b28df-6a40-4de6-b596-468f38612392/main/1280x720/2m57s194ms/match/image.jpg Funding Method: Funding Files PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6259329539001 354 2021-06-17T17:42:06.686Z Manage Data https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6258816056001/indicative-data:-file-upload-process 2026-02-19T18:15:22.984Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6037995585001/0f64650f-63f1-4844-a2db-dc9cc2a7b88c/main/1280x720/1m27s520ms/match/image.jpg Indicative Data: File Upload Process How to load New Hires and Modify Existing employee’s via file upload on PSW. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6258816056001 175 2021-06-14T15:23:26.163Z Manage Data https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6258814688001/contribution-files-and-loans:-manual-upload 2025-05-16T18:16:50.544Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/ca369f4d-085f-410b-97e7-c18130e82495/d30f467e-fa1b-4c97-8643-04adf9db7c8f/1280x720/match/image.jpg Contribution Files and Loans: Manual Upload Best practices to help plan sponsors determine if manually entering contribution and loan data via the contribution center is a convenient option. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6258814688001 296 2021-06-14T15:16:44.629Z Manage Data https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6257407999001/contribution-files-and-loans:-file-upload-process 2026-02-19T18:16:03.014Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/7e701afb-0c7a-4d24-863d-331ffa7fc2b8/e11d07ad-a99e-40f4-a1bb-f740febd4f1d/1280x720/match/image.jpg Contribution Files and Loans: File Upload Process Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6257407999001 299 2021-06-04T17:39:34.867Z Manage Data https://site-38762206.bcvp0rtal.com https://site-38762206.bcvp0rtal.com/detail/video/6256144003001/contribution-files-and-loans:-creating-layouts 2025-05-16T18:17:17.490Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/6037995585001/6552b346-b313-45f9-a5a7-8eb3c6741f84/c11fcb90-147c-466e-905a-06bc46cfc05b/1280x720/match/image.jpg Contribution Files and Loans: Creating Layouts A contribution file layout will tell Fidelity how to read your file.  It will map the data columns in your file to Fidelity's system. https://players.brightcove.net/6037995585001/FVu5ChchN_default/index.html?videoId=6256144003001 335 2021-05-26T18:41:48.289Z Manage Data https://site-38762206.bcvp0rtal.com