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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.
Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
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Contribution and loan errors generate after loading the file if the data submitted doesn’t match or work with the services the plan offers.
Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
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PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
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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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