Indicative Data: Manual Entry Process
3:44
Description
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New employees can be loaded manually into PSW without a file upload.
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New employees can be loaded manually into PSW without a file upload.
Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
4:59
Contribution and loan errors generate after loading the file if the data submitted doesn’t match or work with the services the plan offers.
4:34
PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
4:11
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.
2:58
PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
5:54
How to load New Hires and Modify Existing employee’s via file upload on PSW.
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For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC
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