401(k) Interview Assignment Spring 2011

401(k) Interview Assignment Spring 2011 - 2 Become familiar...

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TEMPLE UNIVERSITY COLLEGE OF ENGINEERING EE 0822 401(K) INTERVIEW ASSIGNMENT MR. LENGKEEK This team project has been designed to help you understand the 401(k) and 403(b). Individually you will be generating questions. Your team will then combine these questions. Each one of you will use these questions to interview someone you know who has a 401(k) or 403(b). Interviewee – Get a profile of the person being interviewed. (No name and no identifying characteristics). Send or give them the set of questions before doing the interview so they can prepare. Determine what they like and don’t like about their 401(k) and also what they would like to have in their 401(k). This might include shorter vesting period, more employer matching, more choices for investing, etc. Goals – 1. Interview someone with a 401(k) or 403(b) and find out what the characteristics are of their retirement plan.
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Unformatted text preview: 2. Become familiar with the various aspects of the 401(k) and the 403(b), the various features of the 401(k), and the idea that there is no such thing as a “standard” 401(k). TIME LINE -1. Read the articles about 401(k)s on Blackboard. 2. Individuals generate 401(k) interview questions - say 15 to 20 - to bring to class on Monday, April 11 th . 3. Each team member will bring their own set of interview questions to class. Class time will be spent generating a team set of interview questions. Each team will develop a common set of 10 questions. (ALL OF WHICH MUST REQUIRE MORE THAN A SIMPLE YES OR NO ANSWER) for all of the team members. 4. 401(k) interview results due Wednesday, April 25 th . – They should be typed and one submission from each team. We will evaluate and make some observations about your team’s answers and results....
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