Steps

  1. Find your plan summary in your benefits portal or ask the benefits contact for it.
  2. Write down the match formula in plain words, for example half of what you put in, up to six percent of pay.
  3. Work out the contribution rate you need to receive the full match.
  4. Check your latest pay stub for your contribution percentage and compare the two.
  5. Look up the vesting schedule: how many years before matched money is fully yours if you leave.
  6. Decide whether the full match rate fits your budget, and change your contribution in the portal if you choose to.
  7. Check the next pay stub to confirm both your contribution and the employer's appear.

Stop and call a professional if

Questions to ask the professional

Common mistakes

Teach this to someone

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Your checklist

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Quick quiz

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1. Your plan matches half of what you contribute up to six percent of pay. How much should you contribute to get the full match?
2. What does a vesting schedule tell you?
3. Where do you confirm the match is actually arriving?

Related skills

Sources

Written in our own words from the sources above. It is general information, not advice for your situation; where a professional, your doctor or your lease says something different, follow them.

Last reviewed . First published .