401(k) Monitor

Guides

Three short explainers on how a 401(k) actually works. Every example is a real company, read from the document it was required to file, the same 219 filings behind our company pages. Facts and mechanics only; nothing here is financial advice.

The guides

  • How 401(k) matching works

    The four shapes a match formula takes, read from real filings: Coca-Cola's tiers, Exxon's threshold, Publix's $750 cap, IBM's ended match.

  • 401(k) vesting, explained

    Immediate, cliff and graded schedules with real examples, and what happens to the employer's money when you leave.

  • Are your 401(k) fees high?

    What plan-paid admin fees are (and are not), the real medians by plan size, and why $0 doesn't mean free.

Put them to work