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Retirement Planning
Chapter 4: Qualified Pension Plans/ACCRUED BENEFIT vs. ACCOUNT BALANCE
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 4: Qualified Pension Plans

ACCRUED BENEFIT vs. ACCOUNT BALANCE

01.Core Concepts

Defined Benefit Plans • Participant’s accrued benefit: Present value of the vested expected future payments at retirement Defined Contribution Plans • Participant’s accrued benefit: Vested account balance of the participant’s account within the qualified plan