{"product_id":"how-to-enroll-and-set-up-your-401k","title":"How to Enroll and Set Up Your 401(k)","description":"\u003cp data-pm-slice=\"1 1 []\"\u003e\u003cspan\u003e\u003cspan data-color-scope=\"outer\"\u003eThe 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. \u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003cstrong\u003eWhat you will learn: \u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cspan\u003e\u003cspan data-color-scope=\"outer\"\u003eRecognize the main steps involved in 401(k) enrollment and account setup.\u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cspan\u003e\u003cspan data-color-scope=\"outer\"\u003eUse plan materials to review eligibility, enrollment instructions, and automatic enrollment settings.\u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cspan\u003e\u003cspan data-color-scope=\"outer\"\u003eApply contribution setup information when selecting an amount, contribution type, and employer match considerations.\u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cspan\u003e\u003cspan data-color-scope=\"outer\"\u003eIdentify the information needed to select investments and add beneficiary details.\u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cspan\u003e\u003cspan data-color-scope=\"outer\"\u003eImplement a final review process to confirm 401(k) enrollment choices and account setup information.\u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003e\u003cspan data-color-scope=\"outer\"\u003eOnce completed, you will receive a certificate of completion. Course length: 30 minutes. \u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e\u003cspan data-color-scope=\"outer\"\u003e\u003cem\u003eThe 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.\u003c\/em\u003e \u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e","brand":"American Medical Compliance","offers":[{"title":"Default Title","offer_id":51465983131815,"sku":"35041203-A","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0460\/8209\/7319\/files\/shutterstock_2663999651_2.jpg?v=1791233875","url":"https:\/\/store.americanmedicalcompliance.com\/products\/how-to-enroll-and-set-up-your-401k","provider":"American Medical Compliance, inc.","version":"1.0","type":"link"}