An exclusive newsletter for Quest Education Customers
Happy New Year!
New Account Reviews
We've made great strides in reaching out to most of our customers thus far. Let's review your account today and help you get the most out of your self-directed account. During this review, your account manager will answer any questions you have, discuss important action-items, and other opportunities.
If you haven't had one of these calls to date, please schedule an appointment for an Account Review with a manger by clicking here.
What is Form 5500 and What Do You Need to Know About It?
Over the last few weeks, I had the opportunity to speak at a few real estate investing events about the power of self-directed retirement accounts.
The Form 5500 is an annual report, filed with the U.S. Department of Labor (DOL), that contains information about a 401(k) plan's financial conditions, investments, and operations. The purpose of the Form 5500 is to provide the Internal Revenue Service (IRS) and DOL with information about the plan's operation and compliance with government regulations.
In general, all retirement plans, such as profit-sharing and 401(k) plans, must file a Form 5500 for every year the plan holds assets.
Leave Us a Review on Trustpilot
With 160 reviews and customers giving us positive feedback Quest Education has received a trust score of 4.9 out of 5 which is one of the highest scores out there. Thanks to great customers and for their willingness to say how great we are. We truly appreciate your honest feedback.
Meet the Team
Top (L to R): Scott Jackson, Roland Santos, Domonique Coleman, Daniel Blue, Arlene Herrera, and Chris White. Bottom (L to R): Jessy Bowman, Jiovanni Duran, Sarahi Landrove, Cynthia Meza, Jordan Spears, and Beverly Antonio
One of the best things about working at Quest Education is our company culture. Imagine coming into work surrounded by people who care and support each other. We all come from diverse backgrounds with a common goal to help our customers achieve their dreams. As the Quest family, we share our knowledge, enthusiasm, and respect for one other. This is important to our company culture because it spills over onto how we care for our customers.
Another cool thing about working at Quest Education is the countless success stories we hear on a daily basis. For example, we had one client tell us that because of our service, we helped her fulfill her lifelong dream of one day opening a school for children. We are so proud of her and the impact she will be making on these children and the future.