Topics and Learning Objectives

  • Understand the process of funding a 401K plan, limits, and tax-savings.
  • Calculate and determine savings.
  • Determine how a 401K plan is aligned with personal savings and investing goals.

Marketing Teaser

Many American workers save for retirement with a 401k plan. If your job offers a 401k plan as a benefit, it’s important to take advantage of it and interact with this short learning experience to determine how to maximize the money you are putting into it.

This lesson will explore:

  • The different types of 401k plans
  • Common features of 401ks, including funding options, limits, and tax savings
  • Options and restrictions around withdrawing money from your 401k

Post on Twitter

Take advantage of your 401(k) plan! Learn more about how a 401(k) plan works and the options to help you save for a future income: [INSERT LINK]


Post on Facebook/LinkedIn

Does your job offer a 401(k) plan? Taking advantage of your plan could be a great way to start saving for retirement. Learn more about how 401(k) plans work and how you can contribute now to start building your future income: [INSERT LINK]


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