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Retirement Planning
Chapter 12: Deferred Compensation & Equity Compensation/WAGE REPLACEMENT RATIO
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Chapter 12: Deferred Compensation & Equity Compensation

WAGE REPLACEMENT RATIO

01.Core Concepts

• Individuals typically need 70%-80% of their preretirement income during retirement. • Qualified plans can provide this amount for low- and middle-income workers. • Executives who earn substantially m ore than the covered compensation limit cannot achieve this level of savings within qualified plans due to the covered compensation limit of $350,000 for 2025. • Deferred compensation plans can provide nonqualified benefits to an executive to increase the executive’s wage replacement ratio.