-
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
-
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
-
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
