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Vesting

Vesting determines when you permanently own your pension benefit. Before you are vested, you could forfeit employer-funded benefits if you leave. ERISA offers two schedules for private plans: cliff vesting (0% until year 5, then 100%) or graded vesting (20% at year 3, increasing 20%/year to 100% at year 7). Your own contributions to a public pension are always immediately vested. Once vested, you can leave the employer and still collect your pension at the plan's retirement age.

Example

Under cliff vesting, an employee who leaves after 4 years and 11 months receives nothing from the employer's pension. One month later at exactly 5 years, they would own 100% of their accrued benefit.

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