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Retirement

Pension vs 401(k)

Compare traditional pensions and 401(k) plans to understand the trade-off between guaranteed income and self-directed savings.

Overview

A pension is a defined-benefit plan: the employer promises a specific monthly payment for life. A 401(k) is defined-contribution: you save a chosen amount and bear the investment risk and longevity risk yourself. Pensions have largely disappeared in the private sector but remain common in government and unions.

Feature
Pension
401(k)
Who Bears Investment Risk
Employer / plan sponsor
You
Income Predictability
Fixed monthly benefit, often inflation-adjusted
Depends on contributions, returns, withdrawal strategy
Funded By
Mostly employer contributions
Mostly employee + employer match
Portability
Often forfeited or frozen if you leave early
Fully portable — rolls into IRA on departure
Vesting
Cliff vesting common (5–7 years)
Graded or immediate; varies
Inheritance
Limited — survivor benefit only
Full balance passes to beneficiaries
Common Today
Public sector, unions, legacy private plans
Standard private-sector retirement plan

Choose Pension when...

You generally do not choose — pensions are offered by specific employers (governments, school districts, some unions). If yours offers one, take it and meet the vesting requirement.

Choose 401(k) when...

Most private-sector workers will use a 401(k). Optimize by contributing at least the employer match, then more if budget allows.

Our Verdict

A traditional pension is more valuable than equivalent 401(k) contributions for most retirees — guaranteed income removes longevity and market risk that 401(k) holders must manage themselves. But pensions trap you with one employer and lose flexibility. If you have a pension, value it and stay long enough to vest; if you have a 401(k), max it and invest aggressively while young.

Frequently Asked Questions

What is the difference between Pension and 401(k)?

A pension is a defined-benefit plan: the employer promises a specific monthly payment for life. A 401(k) is defined-contribution: you save a chosen amount and bear the investment risk and longevity risk yourself. Pensions have largely disappeared in the private sector but remain common in government and unions.

When should I choose Pension over 401(k)?

You generally do not choose — pensions are offered by specific employers (governments, school districts, some unions). If yours offers one, take it and meet the vesting requirement.

When should I choose 401(k) over Pension?

Most private-sector workers will use a 401(k). Optimize by contributing at least the employer match, then more if budget allows.

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