Skip to content
Warren AI
Sign in
Retirement Planning
Chapter 4: Qualified Pension Plans/SOCIAL SECURITY INTEGRATION
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 4: Qualified Pension Plans

SOCIAL SECURITY INTEGRATION

01.Core Concepts

• What is it? • Excess Method : Provides an excess benefit to those participants whose earnings are in excess of the Social Security wage base. • Used by both Defined Benefit and Defined Contribution Plans • Offset Method: Reduces the benefit to those employees whose earnings are below the Social Security wage base. • Used only by Defined Benefit Plans