Funding Method: Funding Files
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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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PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
New employees can be loaded manually into PSW without a file upload.
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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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PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
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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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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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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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For Plan Sponsor Use Only
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