PSW Service Requests and Data Management

Service requests are how you interact with us and get work items complete, so it is important to prioritize enhancing this because it will make your PSW experience smoother.

Fidelity has improved this process by consolidating the many different types of requests down into one dynamic guided wizard.

This dynamic guided wizard will guide you through a step by step to get the exact information needed and only relevant data to complete your work order. This allows you to reduce cycle times and get things done faster.

Data Management
Participant Insights Experience

The new participant data management experience allows you to view and edit all participant data in one place. We have also included a plan health metric, which is a dashboard to provide insights. An example of this would be to see percent of employees contributing to retirement.