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Retirement Plan Terms

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401(k) Plan
403(b) Plan
408(k) Plan
412(i) Plan
419(e) Welfare Benefit Plans
457 Plan
529 Plan
Accumulation Phase
Accumulation Unit
Active Participant Status
Adjustment Provision
Administration Bond
Advance Directive
Agency Automatic Contributions
Agency Matching Contributions
Allocated Benefits
Allocation Of Plan Assets On Termination
Alternative Risk Financing Facilities
Annuitant
Annuitization
Annuitization Method
Annuitization Phase
Annuity Contract
Annuity Unit
Archer MSA
Assumed Interest Rate - AIR
Attorney In Fact
Automatic Rollover
Automatic Savings Plan
Bank Trust Custodial Account
Beneficiary
Benefit Offset
Blackout Period
Boomerang
Brokerage Window
Cafeteria Plan
Canada Pension Plan - CPP
Capital Gains Treatment
Capital Growth Strategy
Carryover Basis
Cash Balance Pension Plan
Cash Plus Fund
Catch-Up Contribution
Central Provident Fund - CPF
Certified Senior Consultant - CSC
Charitable Lead Trust
Charitable Remainder Trust
Cliff Vesting
Conduit IRA
Conservatorship
Consolidated Omnibus Budget Reconciliation Act - COBRA
Contingent Beneficiary
Conveyance
Corporate Pension Plan
Coverdell Education Savings Account - ESA
Credit Shelter Trust - CST
Crummey Power
Current Income
Custodial Account
Death Taxes
Deferred Account
Deferred Annuity
Deferred Profit Sharing Plan - DPSP
Defined-Benefit Plan
Defined-Contribution Plan
Department Of Labor - DOL
Designated Beneficiary
Direct Rollover
Disclaimer Trust
Disclosure Statement
Donor Advised Fund
Early Withdrawal
Economic Growth And Tax Relief Reconciliation Act of 2001 - EGTRRA
Education IRA
Elective-Deferral Contribution
Eligible Rollover Distribution
Employee Contribution Plan
Employee Retirement Income Security Act - ERISA
Employee Savings Plan
Employee Stock Purchase Plan - ESPP
Entity-Purchase Agreement
Entrance Fee
Escheat
Estate
Estate Planning
Excess Accumulation Penalty
Extended IRA
Family Offices
Federal Employee Retirement System - FERS
Financial Plan
First-Time Home Buyer
Five-Year Rule
Fixed Income
Flat Benefit Formula
Flower Bond
Foreign Plan
Form 1099-R
Forward Averaging
Generation-Skipping Trust
Gift Inter Vivos
Gift Tax
Gifting Phase
Golden Boot
Golden Handshake
Government-Sponsored Retirement Arrangement - GSRA
Grantor Retained Annuity Trust - GRAT
Growth And Income Fund
Guarantee Fees
Guaranteed Death Benefit
Guaranteed Investment Fund - GIF
Guaranteed Lifetime Withdrawal Benefit - GLWB
Guaranteed Minimum Accumulation Benefit - GMAB
Guardian IRA
GUST Restatement
Hardship Withdrawal
Healthcare Power Of Attorney - HCPA
Heir
Holographic Will
Home Buyers' Plan - HBP
Homestead Exemption
Hybrid Annuity
In-Service Withdrawal
Incentive Trust
Income Annuity
Income Stock
Independent 401(k)
Indexed Annuity
Indirect Rollover
Individual Retirement Account - IRA
Individual Retirement Annuity
Inflation-Protected Annuity - IPA
Inheritance
Inheritance Tax
Inherited IRA
Installment Receipt
Integrated Pension Plan
Inter-Vivos Trust
Intestacy
Investment Consultant
Investment Objective
Involuntary Cash-Out
IRA Adoption Agreement And Plan Document
IRA Plan
IRA Rollover
Irrevocable Trust
Keogh Plan
Kids In Parents' Pockets Eroding Retirement Savings - KIPPERS
KSOP
Legal List
Liability Driven Investment - LDI
Liability Matching
Life Expectancy
Life Option
Life Settlement
Life With Guaranteed Term
Locked In
Longevity Risk
Lump-Sum Distribution
Marital Property
Matching Contribution
Matching Strategy
Matured RRSP
Medicaid
Modified Adjusted Gross Income - MAGI
Money-Purchase Pension Plan
Money-Purchase Provisions
Monthly Income Plan - MIP
Mortality And Expense Risk Charge
Multiple Linear Regression - MLR
Nest Egg
Net Unrealized Appreciation - NUA
Non-Qualified Deferred Compensation - NQDC
Non-Qualified Plan
Non-Qualifying Investment
Non-Spouse Beneficiary Rollover
Nondiscrimination Rule
Nonelective Contribution
Nonforfeiture Clause
Nonperiodic Distribution
Notice Of Assessment - NOA
Old Age, Survivors and Disability Insurance Program - OASDI
Opt-Out Plan
Ordering Rules
Other Post-Retirement Benefits
Outside Earnings
Overcontribution
Past Service
Pay Yourself First
Pension Adjustment - PA
Pension Benefit Guaranty Corporation - PBGC
Pension Benefit Obligation - PBO
Pension Fund
Pension Pillar
Pension Plan
Pension Plan Administrator
Pension Protection Act Of 2006 - PPA
Pension Shortfall
Period Certain
Phased Retirement
Phases Of Retirement
Pick-Up Tax
Pink Slip Party
Plan Participant
Pop-Up Option
Portable Benefits
Post-Retirement Risk
Pour-Over Will
Private Annuity
Qualified Acquisition Cost
Qualified Disclaimer
Qualified Distribution
Qualified Joint And Survivor Annuity - QJSA
Qualified Pre-Retirement Survivor Annuity - QPSA
Qualified Retirement Plan (Qualified Plan)
Qualified Terminable Interest Property (QTIP) Trust
Qualified Trust
Rabbi Trust
Rebalancing
Recareering
Recharacterization
Reconversion
Redeposit
Registered Pension Plan - RPP
Registered Retirement Income Fund - RRIF
Registered Retirement Savings Plan - RRSP
Registered Retirement Savings Plan Contribution - RRSP Contribution
Registered Retirement Savings Plan Deduction - RRSP Deduction
Registered Retirement Savings Plan Deduction Limit - RRSP Deduction Limit
Remainder Man
Required Beginning Date - RBD
Required Minimum Distribution - RMD
Retirement Planner
Returnment
Reverse Mortgage
Revocable Trust
Revoked IRA
Rollover
Roth 401(k)
Roth IRA
Roth IRA Conversion
Rule 72(t)
Salary Reduction Contribution
Salary Reduction Simplified Employee Pension Plan - SARSEP
Same Property Rule
Saver's Tax Credit
Savings Incentive Match Plan For Employees Of Small Employers - SIMPLE
SBO-401(k)
Section 1035 Exchange
Self-Directed RRSP
Sequence Risk
Simplified Employee Pension - SEP (Simplified Employee Pension IRA)
Single-Life Payout
Social Security
Spending Phase
Split-Funded Annuity
Spousal Beneficiary Rollover
Spousal IRA
Stable Value Fund
Standard Of Living
Statement Shock
Straight Life Annuity
Stretch Annuity
Substandard Health Annuity
Substantially Equal Periodic Payment - SEPP
Succession
Superannuation
Supplemental Executive Retirement Plan - SERP
Supplemental Security Income - SSI
Surrender Fee
Systematic Withdrawal Schedule
Target-Benefit Plan
Targeted-Distribution Fund
Tax Avoidance
Tax-Deferred Savings Plan
Tax-Sheltered Annuity
Teacher Retirement System - TRS
Term Certain Annuity
Testamentary Trust
Thrift Savings Plan - TSP
Traditional IRA
Traditional Whole Life Policy
Transfer
Triggering Event
Unified Managed Account - UMA
Unit Benefit Formula
Variable Annuity
Vested Interest
Viager
Voluntary Employees Beneficiary Association Plan - VEBA
Waterfall Concept
Will Variation
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