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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.
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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Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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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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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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How to load New Hires and Modify Existing employee’s via file upload on PSW.
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For Plan Sponsor Use Only
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