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401(k) Strategy

Maximizing Your 401(k) Employer Match

The employer match is the easiest money you’ll ever earn. Here’s how to make sure you’re getting every dollar—and growing it for decades.

January 5, 2024
5 min read
Employer matching 401k contributions

If your employer offers a 401(k) match, don’t leave it on the table. A typical formula like “50% up to 6% of salary” can boost your savings rate dramatically. In your 30s, capturing the full match is a cornerstone of smart retirement planning.

What Is a Match?

If you contribute 6% of your salary and your employer matches 50%, they add an extra 3%. That’s a 50% guaranteed return on that portion before your investments even grow.

Step-by-Step: Get the Full Match

  • Log into your 401(k) portal and find your company’s exact matching formula.
  • Increase your contribution rate to at least the threshold that earns the full match (e.g., 6%).
  • Set up automatic escalation to increase your rate 1%–2% annually.
  • Choose low-cost index funds or a target-date fund to keep fees minimal.

Avoid This Pitfall

If you front-load contributions and hit the annual limit early, you could miss out on per-pay-period matching. Some employers only match if you contribute that paycheck. Spread contributions across the year unless your employer offers a “true-up.”

How Much Should You Contribute?

A solid goal in your 30s is a total savings rate of 15%–20%, including employer match. Start by capturing the match, then increase your contributions a little each year or after every raise.

What If Your Budget Is Tight?

  • Start at 3%–6% and enable automatic increases.
  • Cut one or two low-value expenses to free up cash.
  • Apply bonuses or raises directly to contributions before lifestyle creep sets in.

Free Money, Compounded for Decades

Make the most of your employer benefits to accelerate financial independence.

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