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Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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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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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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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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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A participant file layout will allow you to load your participant information to PSW so that Fidelity can read it and create participant accounts.
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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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