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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.
Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
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How to load New Hires and Modify Existing employee’s via file upload on PSW.
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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.
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’s email and online notifications can help you stay organized and productive with point-in-time alerts.
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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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