1) Boss questioned a quarter end statement that I produced and wonder why it was only 1 page. I told her that's how it always been done. She seemed to doubt it, so I showed her the history, and the last time it was detailed was 09/30/2006.
2) HK researched 401k for WAH today with American Funds. HK went back to Boss with recommendations, and Boss wanted HK put together a business letter telling WAH the fees and options available what to do. Comment: Boss has no idea about the details of the 401k.