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Feedback files are the process by which Fidelity sends information to clients to initiate, change, or stop participant loan or deferral deductions.
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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PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
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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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Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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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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New employees can be loaded manually into PSW without a file upload.
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For Plan Sponsor Use Only
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