Funding Method: Funding Files
5:54
Description
Related Videos
PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
View More
View Less
5:54
PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
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.
6:31
Steps to help plan sponsors determine if submitting contribution and loan data via spreadsheet is the most convenient option.
4:59
Contribution and loan errors generate after loading the file if the data submitted doesn’t match or work with the services the plan offers.
4:34
New employees can be loaded manually into PSW without a file upload.
3:44
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.
2:58
How to load New Hires and Modify Existing employee’s via file upload on PSW.
2:55
For Plan Sponsor Use Only
Fidelity Brokerage Services, Member NYSE, SIPC
© 2021 FMR LLC. All rights reserved.
984867.1.0