Funding Method: Funding Files
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Description
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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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5:54
PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
How to load New Hires and Modify Existing employee’s via file upload on PSW.
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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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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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New employees can be loaded manually into PSW without a file upload.
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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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