Reasoning - Logical, Mathematical, or Temporal
Develop questions that require the AI agent to apply logic, simple math, or understand time-based rules. Examples could include:
Question
| “If I contribute $8,000 towards my 401(k) and I have 100% company match contribution, what is my total saved in that year? |
Answer
|
“To determine your total savings in the year with a 100% company match contribution, we need to consider both your contributions and the company's matching contributions.
Therefore, your total saved in the year would be: $8,000 + $8,000 = $16,000” |
This question requires simple mathematical calculation, along with an understanding of what "company match" means.
Question
| “If an employee worked part-time for six months and switched to full-time after, how many vacation days would they accrue by the end of the year?” |
Answer
| “The employee would accrue 10 days of vacation by the end of the year.” |
This question requires the system to integrate accrual rates for both part-time and full-time statuses, account for time spent in each, and apply the vacation policy correctly.
Question
| “I joined on March 1st 2024; my eligible pay is 100,000. I want to contribute 10% to my 401K. What is the maximum amount I will be eligible in May 2026 Please include company matching. Think carefully step by step” |
This answer requires a combination of logical, mathematical, and temporal thinking.
Answer
|
“To determine the maximum amount, you will be eligible for in your 401(k) by May 2026, including company matching, we need to consider several factors: 1. **Your Contributions**: - You plan to contribute 10% of your eligible pay. - Your eligible pay is $100,000 annually. - Therefore, your annual contribution will be 10% of $100,000, which is $10,000. 2. **Company Matching**: - The company offers a discretionary matching contribution up to 7% of eligible pay. - You are eligible for the matching contribution after completing 1,000 hours of service as of your one-year anniversary or as of the end of the next plan year. - Since you joined on March 1, 2024, you will be eligible for matching contributions starting from March 1, 2025. 3. **Vesting Schedule**: - The vesting schedule is as follows: - 0-2 years: 0% - 2 years: 50% - 3 or more years: 100% - By May 2026, you will have completed more than 2 years but less than 3 years of service, so you will be 50% vested in the company’s contributions. 4. **Calculations**: - **Your Contributions**: - From March 1, 2024, to March 1, 2025: $10,000 - From March 1, 2025, to March 1, 2026: $10,000 - From March 1, 2026, to May 2026 (2 months): $10,000 / 12 * 2 = $1,666.67 - Total your contributions by May 2026: $10,000 + $10,000 + $1,666.67 = $21,666.67 - **Company Matching Contributions**: - From March 1, 2025, to March 1, 2026: 7% of $100,000 = $7,000 - From March 1, 2026, to May 2026 (2 months): $7,000 / 12 * 2 = $1,166.67 - Total company matching contributions by May 2026: $7,000 + $1,166.67 = $8,166.67 - **Vested Company Contributions**: - By May 2026, you will be 50% vested in the company’s contributions. - Vested amount: 50% of $8,166.67 = $4,083.34 5. **Total Eligible Amount**: - Your contributions: $21,666.67 - Vested company contributions: $4,083.34 - Total eligible amount in your 401(k) by May 2026: $21,666.67 + $4,083.34 = $25,750.01 Therefore, by May 2026, the maximum amount you will be eligible for in your 401(k), including company matching, is $25,750.01.” |