Accounts

Vesting: Definition

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Simple Definition

The schedule that determines when employer-contributed money in a retirement plan actually becomes yours to keep.

Why It Matters

Employer matching contributions are frequently described as money you simply receive, but vesting is the condition attached. Under a cliff schedule you keep nothing until a set date and then all of it; under a graded schedule ownership builds in steps. Leaving before you are fully vested means forfeiting the unvested portion. Your own contributions are always yours immediately — vesting applies only to the employer side.

Key Points

  • Applies to employer contributions; your own contributions are always 100% yours.
  • Cliff vesting: nothing, then everything on a set date. Graded: ownership builds in steps.
  • Leaving before fully vested forfeits the unvested employer money.

Learn More

Accounts Lesson

401(k) Explained

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Related Terms

Common Questions

The schedule that determines when employer-contributed money in a retirement plan actually becomes yours to keep. Employer matching contributions are frequently described as money you simply receive, but vesting is the condition attached. Under a cliff schedule you keep nothing until a set date and then all of it; under a graded schedule ownership builds in steps.

Employer matching contributions are frequently described as money you simply receive, but vesting is the condition attached. Under a cliff schedule you keep nothing until a set date and then all of it; under a graded schedule ownership builds in steps. Leaving before you are fully vested means forfeiting the unvested portion. Your own contributions are always yours immediately — vesting applies only to the employer side.

Applies to employer contributions; your own contributions are always 100% yours.

Cliff vesting: nothing, then everything on a set date. Graded: ownership builds in steps.

Leaving before fully vested forfeits the unvested employer money.