Week 17 worksheet

Workplace Benefits — worksheet

Before you start: where your answers live

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Fill in what you can from your benefits summary; leave blanks where you need to look something up — knowing the blank is progress.

Benefits Review

Retirement plan type (401(k) / 403(b) / 457(b) / none)

My contribution %

Employer match — up to

Am I capturing the full match? (Y/N)

Vesting schedule (from SPD)

Health plan — is it an HDHP? (Y/N)

HSA or FSA?

Employer life insurance

Short-/long-term disability

Other benefits I have (EAP, tuition, commuter, etc.)

Benefits I have not explored yet

If leaving a job: my next vesting milestone date

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