Funding Method: Funding Files
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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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PSW allows you to select the payment method(s) for funding the contributions you sent to Fidelity.
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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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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PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
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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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