Insurance CE > Montana > Life / Health

401(k) Plans

Overview

Financial professionals specializing in 401(k) plans can significantly enhance the financial security of the U.S. workforce at retirement and attract a steady stream of clients. This course provides an overview of 401(k) plans, helping professionals become trusted partners by understanding how these plans work and how to use them to meet clients’ retirement goals.

Summary Details

Hours

5.0

Price

$14.95





Save Time and Money with Additional Credit


Select all the additional credit you need and then add to cart




Learning Objectives

  • identify the parties involved in establishing and maintaining a 401(k) plan
  • demonstrate an understanding of the different contribution types and the annual limits that apply to contributions
  • detail the rules for participants seeking to take a loan from their accounts
  • cite the investment vehicles available to 401(k) plans
  • explain permissible eligibility and vesting requirements
  • know when participant distributions are permitted and or required; as well as any tax implications


Designed For:

Life and health insurance producers; financial planners and advisors.



Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Provider Number: 46308811
Last Reviewed: November 2025
Study Level: Intermediate
Approved For: Life / Health

Exam

Proctor: No
Passing Grade: 70
Questions: 30
Retakes: Unlimited



Recent Customer Course Comments

Comments are from students across the country who have recently completed the latest version of the course(s).