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PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
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.
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Best practices to help plan sponsors determine if manually entering contribution and loan data via the contribution center is a 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.
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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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