Contributions
General
Loans
Fund Transfer/ Reallocations
Whatever else I could think of
100

To maximize employer match you would need to contribute 5%, True or False?

What is False

100

I am 50 and retired I need to withdraw, will I get a penalty?

What is Yes

100

I need a loan to pay my back child support this month

What is Hardship loan

100

I transferred money about 5hrs ago but it was a mistake I need to transfer to another one quickly (its 5pm), can you do that?

What is yes but you will have a redemption fee.  

100

What type of plan is a 401k

What is a Qualified Plan.

200

I want to forfeit my contributions, I didn't recognize money coming out my check a month ago (30 days), what do I need to do?

What is 0 out contributions rate and withdraw

200

I work for Boeing, its my 1st day am I vested? 

What is yes

200

What comes out last in withdrawing money?

What is Earnings on Pre-tax and Roth 401k

200

Explain what a fund transfer is 

What is moving a percentage of money from one investment to another

200

Roth is Pre and Post tax, True or False?

False, After tax

300

How does my catch-up contribution get distributed?

What is periodically adjusted by IRS in $500 increments reflecting cost of living. 

300

I need to do a partial distribution, without my wife knowing.

What is not able without spousal consent 

300

What do I need to get a loan to pay my medical bills? (Name 2)

What is insurance statement or a bill from provider

300

Whats the difference between a fund transfer and reallocation?

What is a fund transfer is transferring from one investment to another and the fund reallocation is moving multiple funds from one investment to another. 

300

What does vested mean?

What is I own all the money?

400

Why did my contributions get suspended?

What is employer match withdrawal

400

LOA shows on the account, tell me what is means. 

What is Leave of Abscence

400

Where do I send my check to pay off this loan?

What is no where, checks aren't accepted

400

I want to do a fund transfer, whats the best investment?

What is we don't give advice you need to find a financial adviser. 

400

What is RMD?

What is Required Minimum Distribution

500

Why are my pre-tax contributions showing after tax, they have always been pre-tax?

What is reached 19,500 pre-tax cap

500

I don't want to mess with the market right now out my funds aside. What do you suggest. 

Stable value Fund

500

How am I eligible for a Hardship loan, I just got evicted..

What is yes, if actively employed by Boeing

500

I want my investments to always stable out what do I need to do?

What is set up a auto-rebalance. 

500

What 2 programs do We need to open up first when we come in office?

Office Outlook, Teams 

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