Random 401k Knowledge

4 Questions | Total Attempts: 34

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Random Quizzes & Trivia

This will be the first a few quizzes I'm creating to keep your knowledge fresh and keep you all engaged throughout the day.


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Questions and Answers
  • 1. 
    For which of the following must you state "as of"?
    • A. 

      Account Balance

    • B. 

      Fund Balance

    • C. 

      Loan Balance

    • D. 

      Net Asset Value

    • E. 

      Rate of Return

  • 2. 
    Which of the following delivery methods must you ALWAYS look into for a customer when discussing how soon they would like to receive their loan or withdrawal check?
    • A. 

      Regular Mail

    • B. 

      Express Mail (UPS)

    • C. 

      EFT

  • 3. 
    If you see an operator ID in an XTRAC listed as "E401k", instead of an A#, who is this?
    • A. 

      An E401k associate

    • B. 

      The client that is sending a service request to Fidelity

    • C. 

      A Fidelity employee

  • 4. 
    Whenever you either disconnect accidentally or a customer disconnects accidentally or just hangs up on you, you should do which of the following?
    • A. 

      Nothing, just take the next call.

    • B. 

      Open an Info/Other xtrac and state what happened