While most people think they know enough about their 401(k), 69% of our survey respondents failed this basic 401(k) IQ quiz, missing more than three of the nine questions.

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Do you know what a 401(k) match is?

Do you know what percentage of your salary you need to invest in your 401(k) to successfully save enough for your retirement?

As defined by the IRS, at what age can you withdraw money from your 401(k) without penalty?

In most cases, people can combine a 401(k) plan from their previous employer to a 401(k) plan with their current employer.

People that take money from their 401(k) before retirement age will face income tax and penalties on the withdrawal amount.

In most cases, people cannot borrow from their 401(k).

In most cases, once a 401(k) investment plan is set up, people are not allowed to change their investment options.

The money I invest in a traditional 401(k) plan reduces my taxable income.

Below are statements that describe a mutual fund; however, one statement is false. Please select the one statement that does NOT describe a mutual fund.


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Fisher’s 401(k) Wellness In The Workplace Survey was conducted by KRC Research, on behalf of Fisher Investment, to explore 401(k) plan knowledge, information access and service satisfaction amongst 1,013 employees working for small, medium and large businesses.

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