Contribution Remittance
Whether you have just adopted a plan, enrolled an employee, or are new to your role, this page will provide you with the necessary information to fund contributions to a defined contribution plan.
Institutions that have adopted a plan remit employer and employee contributions electronically to Fidelity, the record keeper for our defined contribution plans, The Episcopal Church Lay Employees’ Defined-Contribution Retirement Plans (Lay DC Plans) and The Episcopal Church Retirement Savings Plan (RSVP), through one of two systems:
- Fidelity Simplified Contribution Platform (SCP)
- Fidelity Plan Sponsor WebStation (PSW)
If you are not sure which system your institution uses please contact the Fidelity service team by phone at (800) 917-4369 or e-mail scphelp@fmr.com.
Skip to remittance FAQs.
Contribution Transmittal Form
If you are still using a paper Contribution Transmittal Form please migrate to SCP now. Fidelity will no longer accept the Contribution Transmittal Form after 12/31/2018. See Fidelity Introduces SCP for more information.
Fidelity Simplified Contribution Platform (SCP)
New User Access
- Go to https://fidelityinvestments.tfaforms.net/660021
- Enter your email contact information, the institution's plan number, and division code
- For detailed step-by-step instructions on setting up your institution's account for the first time see Fidelity Introduces SCP
Fidelity will create an account using the provided contact information and will then send you an email with your temporary password and instructions on how to complete the account set up. If you are a new user at an institution with an existing SCP account, your user account will be linked to the account history for your institution.
Remitting Contributions
To begin remitting contributions go to the Simplified Contribution Platform and login.
When you log in, the system automatically opens to the My Contribution Request page and displays your new or saved requests that are ready for processing.
- The request populates with your prior participant contribution information
- Eligible participants can be added to the request, if applicable
- Confirm participant and funding amounts, and all request details before submitting
Fidelity SCP Resources
- Fidelity's SCP Hotline: (800) 917-4369
- SCP User Guide
- SCP Training Video
Fidelity Plan Sponsor WebStation (PSW)
New User Access
Submit the Fidelity New User Request Form to Client Services via:
- Email: admin-assist@cpg.org
- Fax: (877) 432-9274
- Mail: The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016
Once your request is approved, you will receive an email with your PSW login credentials.
Remitting Contributions
To begin remitting contributions, go to Plan Sponsor WebStation and login.
Important! Please use only the valid contribution source codes listed below when manually entering contribution data:
Lay DC Codes:
01 – Employee Pre Tax
02 – Employee After Tax
08 – Employee Pre Tax Catch-up
11 – Employer Base
12 – Employer Match
RSVP Codes:
01 – Employee Pre Tax
03 – Employee After Tax
02 – Employer Discretionary Funds
04 – Employee Pre Tax Catch-up