How Well Do You Know Your 401(k)?

A recent discussion about 401(k) plans resulted in a quick quiz that you can take to find out just how much you know about basic 401(k) facts.

Follow this link to take the quiz and find out if you know the answers to 10 quick questions about such topics as the tax treatment of 401(k)s, employer and employee rights regarding the plans, the annual limit on contributions, and just what that (k) stands for.

You can also call your clients and ask them the same questions - find out if you have done a good job of educating your clients about their investments.

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Upcoming CPE Webinars

Jul 16
Hand off work to others with finesse and success. Kristen Rampe, CPA will share how to ensure delegated work is properly handled from start to finish in this content-rich one hour webinar.
Jul 17
This webcast will cover the preparation of the statement of cash flows and focus on accounting and disclosure policies for other important issues described below.
Jul 23
We can’t deny a great divide exists between the expectations and workplace needs of Baby Boomers and Millennials. To create thriving organizational performance, we need to shift the way in which we groom future leaders.
Jul 24
In this presentation Excel expert David Ringstrom, CPA revisits the Excel feature you should be using, but probably aren't. The Table feature offers the ability to both boost the integrity of your spreadsheets, but reduce maintenance as well.