Fidelity Plan Sponsor Education Payroll Series
Fidelity Plan Sponsor Education Payroll Series
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.
6:31
Hours Uploads
Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
3:49
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.
4:34
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.
2:58
Funding Method: Funding Files
PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
5:54
Indicative Data: File Upload Process
How to load New Hires and Modify Existing employee’s via file upload on PSW.
2:55
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.
4:55
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.
4:59
Indicative Data: Manual Entry Process
New employees can be loaded manually into PSW without a file upload.
3:44
PSW Notifications
PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
4:11
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.
5:35
Feedback Files
Feedback files are the process by which Fidelity sends information to clients to initiate, change, or stop participant loan or deferral deductions.
4:34
-
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.
6:31
-
Hours Uploads
Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
3:49
-
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.
4:34
-
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.
2:58
-
Funding Method: Funding Files
PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
5:54
-
Indicative Data: File Upload Process
How to load New Hires and Modify Existing employee’s via file upload on PSW.
2:55
-
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.
4:55
-
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.
4:59
-
Indicative Data: Manual Entry Process
New employees can be loaded manually into PSW without a file upload.
3:44
-
PSW Notifications
PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
4:11
-
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.
5:35
-
Feedback Files
Feedback files are the process by which Fidelity sends information to clients to initiate, change, or stop participant loan or deferral deductions.
4:34