How to Enroll and Set Up Your 401(k)

The following How to Enroll and Set Up Your 401(k) is designed to educate employees on how to complete 401(k) enrollment, gain practical guidance on requirements, contributions, and more. 

What you will learn: 

• Recognize the main steps involved in 401(k) enrollment and account setup.

• Use plan materials to review eligibility, enrollment instructions, and automatic enrollment settings.

• Apply contribution setup information when selecting an amount, contribution type, and employer match considerations.

• Identify the information needed to select investments and add beneficiary details.

• Implement a final review process to confirm 401(k) enrollment choices and account setup information.

Once completed, you will receive a certificate of completion. Course length: 30 minutes. 

The information contained in these trainings was derived from publications of IRS, DOL, Investor.gov (Government Sourced Material). None of the planners, authors or instructors for this activity have any relevant financial relationships to disclose. The Government Sourced Material used by AMC is available for no charge on their associated websites. The use of the Government Sourced Material by AMC does not imply endorsement or recommendation by IRS, DOL, Investor.gov or by the United States Government, of AMC, its enterprise, its facility, its services or its products. © 2026 American Medical Compliance, no copyright claimed in Government Sourced Material. If you are not completely satisfied with this course within 30 days you will receive a full refund.