Indicative Data: File Upload Process
2:55
Description
Related Videos
How to load New Hires and Modify Existing employee’s via file upload on PSW.
View More
View Less
2:55
How to load New Hires and Modify Existing employee’s via file upload on PSW.
PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
5:54
Best practices to help plan sponsors determine if manually entering contribution and loan data via the contribution center is a convenient option.
4:55
Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
3:49
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
New employees can be loaded manually into PSW without a file upload.
3:44
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.
6:31
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC
© 2021 FMR LLC. All rights reserved.
984867.1.0