Funding Method: Funding Files
5:54
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.
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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Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
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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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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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How to load New Hires and Modify Existing employee’s via file upload on PSW.
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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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For Plan Sponsor Use Only
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