After researching about the wealth builder at PwC, I still don't understand it. Can a fellow colleague please explain? Is it paid out once you leave? Type of 401k? Can you cash it in?

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Is that what they call their "pension" there

It's like an extra 401k. You just don't fully vest for several years. It's a retention tool. If you leave early , you have this pool of money that you give up. If you stay, it's like you're getting an extra 5% bonus that goes directly into your retirement plan.

We have the same thing, just called something different.

After you're fully vested can you combine it with your 401k or roll it into a roth once you leave?

It's already being If you leave, I have no doubt that your vested amount would be taxed. My guess is it could easily be rolled into a Roth. But that's just my guess, a few G&Ts in.

*being invested

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