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Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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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New employees can be loaded manually into PSW without a file upload.
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How to load New Hires and Modify Existing employee’s via file upload on PSW.
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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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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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Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
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For Plan Sponsor Use Only
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