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This course explains essential 401(k) rules. It covers the important features and benefits of a 401(k) plan, some points to keep in mind about protecting your investments, and how to enroll in a 401(k) plan.

Audience :

This series is for those who are thinking about participating in a 401(k) plan, or who already are participating and want basic information on how such a plan functions.

Time :

3.0 hour(s)

Objectives :

  • Describe the benefits of 401(k) plan participation
  • Explain the restrictions associated with investing in a 401(k) plan
  • Describe the features of a 401(k) plan
  • Explain how to enroll in a 401(k) plan

Features :

  • Exercises that allow users to practice the application
  • A file containing the text of the exercises
  • Activities that allow users to apply course concepts in an interactive questioning environment
  • A glossary
  • A Skill Assessment

Prerequisites :

  • None