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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.
Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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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 allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
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How to load New Hires and Modify Existing employee’s via file upload on 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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PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
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For Plan Sponsor Use Only
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