Vesting: What Is A Vesting Schedule

Peter Mallouk Portrait

Peter Mallouk

Peter Mallouk and his guest, Mark Pratt, discuss the difference between vested and non-vested assets in your retirement account. Listen in to learn how vesting works and how it may affect you when and if you leave an employer.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Combined assets under management & advisement as of December 31, 2021