PSW Enhancements - On the Horizon

See what is just around the corner.

Click for video

Reporting

PSW® Benefits Health Tool
Interactive tool that assesses the plan's health against several key metrics, provides robust insights, and delivers targeted recommendations to improve performance which builds on the Business Planning meeting experience.

Data Management

New Beneficiary Page
Aligning with the new NetBenefits® beneficiary experience, PSW will update viewing employee plan beneficiary data, alerts for missing beneficiary data, paper form on file, and other conditions.

Participant Data Maintenance Center
The redesigned Employment Information page will allow you to view and update participant and employment information in one place through real-time edit capabilities. The new Participant Data Maintenance Center (PDMC) is a consolidated and streamlined hub for managing personal and benefit information across benefits with Fidelity.

Contribution Center & File Management

Contribution Center Enhancements
Guided Submission Experience expanded to include Employee ID on redesigned Defined Contribution warning resolution pages.

Multiproduct integration expanded to include Student Debt employer contributions management, providing the ability to review, remove, and approve contributions in real-time, offering a consistent streamlined experience.

File Management Enhancements
Redesigned Create and Send a File experience including file type descriptions and preparation tips.

User Maintenance

User Management Modernization
Enable all clients with a modern user access management view with defined roles-based access, making it easier to add, remove, modify and report on user access from the platform.

Homepage

Search by Service Request tracking number
New capability to search by service request tracking number in the navigation bar to quickly find service requests from anywhere on the site.

Enhancing_Digital_Experience_Roadmap_Image Simple, integrated, personalized, and secure. See more of what we’re enhancing throughout the year.
View the full Innovation Roadmap Login required to view content.

For illustrative purposes only
For plan sponsor use only
Fidelity Brokerage Services LLC, Member NYSE, SIPC , 900 Salem Street, Smithfield, RI 02917 © 2024 FMR LLC. All rights reserved.
1137227.4.0