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Retirement Planning
Chapter 4: Qualified Pension Plans/SOCIAL SECURITY INTEGRATION: DC PLANS
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Chapter Study Session

Chapter 4: Qualified Pension Plans

SOCIAL SECURITY INTEGRATION: DC PLANS

01.Core Concepts

EXCESS METHOD Jerry is a participant in Tidwell Inc.’s defined contribution plan. • Jerry’s Salary = $200,000 • Tidwell Inc.’s base contribution rate is 8% up to the Social Security wage base and it uses the maximum excess contribution rate for wages in excess of the Social Security wage base. • 2025 Social Security wage base is $176,100. • What is the contribution for Jerry in 2025?