Feedback Files
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Description
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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.
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4:34
Feedback files are the process by which Fidelity sends information to clients to initiate, change, or stop participant loan or deferral deductions.
Contribution and loan errors generate after loading the file if the data submitted doesn’t match or work with the services the plan offers.
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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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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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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.
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New employees can be loaded manually into PSW without a file upload.
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For Plan Sponsor Use Only
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