Investopedia

Continue to Site »

Retirement Plan Terms

  1. 401(a) Plan

  2. 401(k) Plan

  3. 403(b) Plan

  4. 408(k) Plan

  5. 412(i) Plan

  6. 90-Age Formula

  7. Accrued Benefits

  8. Accrued Monthly Benefit

  9. Accumulated Benefit Obligation

  10. Accumulated Income Payments - AIP

  11. Active Participant Status

  12. Activities of Daily Living - ADL

  13. Actual Deferral Percentage / Actual Contribution Percentage - ADP/ACP Test

  14. Actuarial Analysis

  15. Actuarial Balance

  16. Actuarial Deficit

  17. Actuarial Science

  18. Additional Voluntary Contribution – AVC

  19. Administrative Services Only - ASO

  20. Advanced Funded Pension Plan

  21. Aggregate Level Cost Method

  22. Alimony Substitution Trust

  23. Allocated Benefits

  24. Allocated Funding Instrument

  25. Allocation Of Plan Assets On Termination

  26. Alternative Minimum Cost Method

  27. Annual Addition

  28. Annuity Contract

  29. Annuity Ladder

  30. Automatic Rollover

  31. Automatic Savings Plan

  32. Balanced Budget

  33. Bank Trust Custodial Account

  34. Basis

  35. Benefit Allocation Method

  36. Benefit Offset

  37. Blackout Period

  38. Brokerage Window

  39. Bullet GIC

  40. CalPERS

  41. Canada Pension Plan - CPP

  42. Cash Balance Pension Plan

  43. Cash Or Deferred Arrangement - CODA

  44. Catch-Up Contribution

  45. Chartered Retirement Planning Counselor - CRPC

  46. Chartered Retirement Plans Specialist (CRPS)

  47. Civil Service Retirement System - CSRS

  48. Clone Fund

  49. Conduit IRA

  50. Corporate Pension Plan

  51. Covered Earnings

  52. Credit For Qualified Retirement Savings Contribution

  53. Custodial Care

  54. DB(k) Plan

  55. Deferred Account

  56. Deferred Payment Annuity

  57. Defined-Benefit Plan

  58. Defined-Contribution Plan

  59. Designated Roth Account

  60. Determination Letter

  61. Direct Rollover

  62. Direct Transfer

  63. Disability Insurance

  64. Disability Insurance Trust Fund

  65. Disclosure Statement

  66. Do-Over Option

  67. Double Advantage Safe Harbor 401(k) - DASH 401(k)

  68. Early Withdrawal

  69. Education IRA

  70. Elective-Deferral Contribution

  71. Eligible Automatic Contribution Arrangements - EACAs

  72. Eligible Rollover Distribution

  73. Employee Retirement Income Security Act - ERISA

  74. Employee Savings Plan

  75. Employee Trust

  76. Employer-Sponsored Plan

  77. Entrance Fee

  78. Estate Planning

  79. Excess Accumulation Penalty

  80. Excess Employer Withholding

  81. Exempt Income

  82. Extended IRA

  83. Federal Employee Retirement System - FERS

  84. Federal Insurance Contributions Act - FICA

  85. Five-Year Rule

  86. Fixed Amortization Method

  87. Fixed Annuitization Method

  88. Flat Benefit Formula

  89. Form 8606

  90. Form 8891

  91. Forward Averaging

  92. Four Percent Rule

  93. Front-End Load

  94. Fully Funded

  95. Fully Vested

  96. Funded Status

  97. Government Pension Fund (Norway)

  98. Government-Sponsored Retirement Arrangement - GSRA

  99. Graded Vesting

  100. Graduated Vesting

Marketplace
Hot Definitions

  1. Pattern Day Trader

    An SEC designation for traders who trade the same security four or more times per day (buys and sells) over a five-day period, and for whom same-day trades make up at least 6% of their activity for that period.

  2. Cost-Push Inflation

    A phenomenon in which the general price levels rise (inflation) due to increases in the cost of wages and raw materials.

  3. Happiness Economics

    The formal academic study of the relationship between individual satisfaction and economic issues, such as employment and wealth.

  4. Affluenza

    A social condition arising from the desire to be more wealthy, successful or to "keep up with the Joneses." Affluenza is symptomatic of a culture that holds up financial success as one of the highest achievements.

  5. Icarus Factor

    The term Icarus factor describes a situation where managers or executives initiate an overly ambitious project which then fails. Fueled by excitement for the project, the executives are unable to reign in their misguided enthusiasm before it is too late to avoid the failure.

  6. Angelina Jolie Stock Index

    An index made up of a selection of stocks from companies associated with actress Angela Jolie.
Trading Center