Retirement Plan Terms

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  1. 401(a) Plan

  2. 401(k) Plan

  3. 403(b) Plan

  4. 408(k) Plan

  5. 412(i) Plan

  6. 5 By 5 Power In Trust

  7. 90-Age Formula

  8. A-B Trust

  9. Abeyance

  10. Absolute Beneficiary

  11. Acceptance Of Office By Trustee

  12. Account In Trust

  13. Accrued Benefits

  14. Accrued Monthly Benefit

  15. Active Participant Status

  16. Active Trust

  17. Activities of Daily Living - ADL

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

  19. Actuarial Balance

  20. Actuarial Deficit

  21. Additional Voluntary Contribution – AVC

  22. Adjusted Gross Estate

  23. Administrative Services Only - ASO

  24. Advanced Funded Pension Plan

  25. Agency By Necessity

  26. Aggregate Level Cost Method

  27. Alaska Trust Act

  28. Allocated Benefits

  29. Allocated Funding Instrument

  30. Allocation Of Plan Assets On Termination

  31. Alternate Beneficiary

  32. Alternative Minimum Cost Method

  33. Annual Addition

  34. Annual Exclusion

  35. Annuitant

  36. Annuitization

  37. Annuitization Method

  38. Annuitization Phase

  39. Annuity

  40. Annuity Certain

  41. Annuity Consideration

  42. Annuity Contract

  43. Annuity Due

  44. Annuity Factor Method

  45. Annuity In Advance

  46. Annuity In Arrears

  47. Annuity Ladder

  48. Annuity Method Of Depreciation

  49. Annuity Table

  50. Annuity Unit

  51. Asset Protection Trust

  52. Asset Retirement Obligation

  53. Assisted Living

  54. Auto Enrollment Plan

  55. Automatic Rollover

  56. Automatic Savings Plan

  57. Autonomous Consumption

  58. Backdoor Roth IRA

  59. Balanced Budget

  60. Bank Trust Custodial Account

  61. Bankruptcy Trustee

  62. Bare Trust

  63. Basic Income

  64. Beneficial Interest

  65. Beneficiary

  66. Beneficiary Clause

  67. Beneficiary Of Trust

  68. Benefit Allocation Method

  69. Benefit Offset

  70. Bequest

  71. Blackout Period

  72. Board Certified In Estate Planning - BCE

  73. Bullet GIC

  74. Bypass Trust

  75. CalPERS

  76. Canada Pension Plan - CPP

  77. Canadian Royalty Trust - CANROY

  78. Carryover Basis

  79. Cash Balance Pension Plan

  80. Cash Or Deferred Arrangement - CODA

  81. Cash Refund Annuity

  82. Catch-Up Contribution

  83. Certified Annuity Specialist - CAS

  84. Certified Financial Planner - CFP

  85. Certified Insolvency And Reorganization Accountant - CIRA

  86. Charitable Gift Annuity

  87. Charitable Lead Trust

  88. Charitable Remainder Annuity Trust

  89. Charitable Remainder Trust

  90. Chartered Retirement Planning Counselor - CRPC

  91. Chartered Retirement Plans Specialist (CRPS)

  92. Chartered Trust And Estate Planner

  93. Civil Service Retirement System - CSRS

  94. Clifford Trust

  95. Codicil

  96. Commissioners' Annuity Reserve Valuation Method - CARVM

  97. Conduit IRA

  98. Contingent Annuitant

  99. Contingent Beneficiary

  100. Continuing Care Retirement Community

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