{"product_id":"understanding-your-401k-statement","title":"Understanding Your 401(k) Statement","description":"\u003cp data-pm-slice=\"1 1 []\"\u003e\u003cspan\u003e\u003cspan data-color-scope=\"outer\"\u003eThe following Understanding Your 401(k) Statement Training course is designed to help employees understand how to read and review a 401(k) statement by explaining account balances, contributions, vested balances, investments, fees, and the key information needed to monitor retirement savings.\u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan data-color-scope=\"outer\"\u003eWhat You Will Learn:\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cspan data-color-scope=\"outer\"\u003eIdentify the key sections of a 401(k) statement and explain the purpose of each.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cspan data-color-scope=\"outer\"\u003eReview payroll and employer contributions to confirm they were deposited as expected.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cspan data-color-scope=\"outer\"\u003eDifferentiate between the total account balance and the vested balance.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cspan data-color-scope=\"outer\"\u003eEvaluate investment allocations, gains or losses, and fees shown on a 401(k) statement.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cspan data-color-scope=\"outer\"\u003eDetermine when to review plan materials or contact the plan administrator to resolve questions or discrepancies.\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 to verify you have finished the training. Course Length: 30 min. \u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan data-color-scope=\"outer\"\u003e\u003cbr class=\"break-when-trailing\"\u003e\u003c\/span\u003e\u003cspan\u003e\u003cspan data-color-scope=\"outer\"\u003e\u003cem\u003eThe information contained in these trainings was derived from publications of CMS, NIH, and HHS (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 CMS, NIH, HHS, 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":51458726068391,"sku":"35041281-A","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0460\/8209\/7319\/files\/shutterstock_2714124697_2.jpg?v=1791067834","url":"https:\/\/store.americanmedicalcompliance.com\/products\/understanding-your-401k-statement","provider":"American Medical Compliance, inc.","version":"1.0","type":"link"}