What is Cliff Vesting and How Does It Affect Your Retirement Plan?

Definition & Meaning

Cliff vesting is a type of vesting schedule commonly found in retirement plans, such as 401(k), 457, and 403(b) plans. Under this schedule, an employee becomes fully vested in their employer's contributions to the retirement plan after a specified period. This means that once the employee reaches the designated time frame, they gain the right to receive all benefits from the plan at once, rather than gradually over time.

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Real-world examples

Here are a couple of examples of abatement:

For instance, an employee may work for a company for three years. If the company's retirement plan has a cliff vesting schedule of three years, the employee will become fully vested in the employer's contributions after completing that period. If they leave the company before the three years are up, they will lose the employer's contributions.

Comparison with related terms

Term Description Difference
Cliff Vesting Full vesting occurs after a specified period. Vesting happens all at once.
Graded Vesting Partial vesting occurs over a period. Vesting happens gradually, not all at once.

What to do if this term applies to you

If you are approaching the cliff vesting period in your retirement plan, it is essential to understand your rights and benefits. Review your plan documents to confirm the vesting schedule and consult with your HR department if you have questions. For those looking for assistance, US Legal Forms offers a variety of legal templates that can help you manage your retirement planning effectively. If your situation is complex, consider seeking professional legal advice.

Quick facts

  • Type of vesting: All or nothing after a specified period.
  • Common plans: 401(k), 457, 403(b).
  • Employee contributions: Always fully vested.
  • Vesting period: Defined by the employer's plan.

Key takeaways

Frequently asked questions

Cliff vesting is a schedule where employees become fully vested in employer contributions after a specified period.