401(k) Interview Template

401(k) Interview Template - Have you contributed every year...

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401k/403b Team Interview Assignment Team # Team Names: Interviewee Description / Bio (some teams will have only have 4) A. (Teammate 1 Name) Interviewee 1 Description /Bio B. (Teammate 2 Name) Interviewee 2 Description /Bio C. (Teammate 3 Name) Interviewee 3 Description /Bio D. (Teammate 4 Name) Interviewee 4 Description /Bio E. (Teammate 5 Name) Interviewee 5 Description /Bio Questions and Answers (Each teammate will be asking the exact same 10 questions) 1. At what age did you start contributing to your 401(k)?
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Unformatted text preview: Have you contributed every year since then? A. Interviewee 1 Answer B. Interviewee 2 Answer C. Interviewee 3 Answer D. Interviewee 4 Answer E. Interviewee 5 Answer 2. What percentage of your income do you contribute to your 401(k)? Does your employer contribute to your plan? If so, what is the percentage they contribute? A. Interviewee 1 Answer B. Interviewee 2 Answer C. Interviewee 3 Answer D. Interviewee 4 Answer E. Interviewee 5 Answer And so on. ....
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