Indicative Data: Manual Entry Process
3:44
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New employees can be loaded manually into PSW without a file upload.
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New employees can be loaded manually into PSW without a file upload.
How to load New Hires and Modify Existing employee’s via file upload on PSW.
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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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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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PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
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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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PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
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For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC
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