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Feedback files are the process by which Fidelity sends information to clients to initiate, change, or stop participant loan or deferral deductions.
PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
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Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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How to load New Hires and Modify Existing employee’s via file upload on PSW.
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Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
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New employees can be loaded manually into PSW without a file upload.
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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.
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