The Smiths have employee and employer contributions set up for their qualified accounts. Which Cash Flow sub-report would show both the employee and employer match?

The Smiths have employee and employer contributions set up for their qualified accounts. Which Cash Flow sub-report would show both the employee and employer match?

• A. Cash Flow Report
• B. Contribution Report
• C. Savings Report
• D. Employer Match Report

Answer: (C)

Think about what you need to see to understand how much is being put into qualified accounts from both sides. The Savings Report is designed to track money going into savings goals and includes contributions from you as the employee as well as the employer’s matching contributions, all in one view. This gives a complete picture of the total funding of those accounts over time, which is exactly what you want when you need to show both employee and employer match. Other reports tend to focus on cash movements, individual contributions, or employer contributions separately, so they don’t provide the single view that combines both sides.

Think about what you need to see to understand how much is being put into qualified accounts from both sides. The Savings Report is designed to track money going into savings goals and includes contributions from you as the employee as well as the employer’s matching contributions, all in one view. This gives a complete picture of the total funding of those accounts over time, which is exactly what you want when you need to show both employee and employer match. Other reports tend to focus on cash movements, individual contributions, or employer contributions separately, so they don’t provide the single view that combines both sides.