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. Accumulated Benefit Obligation

  16. Accumulated Income Payments - AIP

  17. Active Participant Status

  18. Active Trust

  19. Activities of Daily Living - ADL

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

  21. Actuarial Analysis

  22. Actuarial Balance

  23. Actuarial Deficit

  24. Actuarial Science

  25. Additional Voluntary Contribution – AVC

  26. Adjusted Gross Estate

  27. Administrative Services Only - ASO

  28. Advanced Funded Pension Plan

  29. Agency By Necessity

  30. Aggregate Level Cost Method

  31. Alaska Trust Act

  32. Alimony Substitution Trust

  33. Alimony Trust

  34. Allocated Benefits

  35. Allocated Funding Instrument

  36. Allocation Of Plan Assets On Termination

  37. Alternate Beneficiary

  38. Alternative Minimum Cost Method

  39. Annual Addition

  40. Annual Exclusion

  41. Annuity Contract

  42. Annuity Ladder

  43. Asset Protection Trust

  44. Asset Retirement Obligation

  45. Assisted Living

  46. Auto Enrollment Plan

  47. Automatic Rollover

  48. Automatic Savings Plan

  49. Backdoor Roth IRA

  50. Balanced Budget

  51. Bankruptcy Trustee

  52. Bank Trust Custodial Account

  53. Bare Trust

  54. Basis

  55. Beneficial Interest

  56. Beneficiary

  57. Beneficiary Clause

  58. Beneficiary Of Trust

  59. Benefit Allocation Method

  60. Benefit Offset

  61. Benefits Payable Exclusion

  62. Bequest

  63. Blackout Period

  64. Blind Trust

  65. Board Certified In Estate Planning - BCE

  66. Brokerage Window

  67. Bullet GIC

  68. Bypass Trust

  69. CalPERS

  70. Canada Pension Plan - CPP

  71. Canadian Royalty Trust - CANROY

  72. Carryover Basis

  73. Cash Balance Pension Plan

  74. Cash Or Deferred Arrangement - CODA

  75. Catch-Up Contribution

  76. Certified Financial Planner - CFP

  77. Cestui Que Vie

  78. Charitable Gift Annuity

  79. Charitable Gift Life Insurance

  80. Charitable Lead Trust

  81. Charitable Remainder Trust

  82. Chartered Retirement Planning Counselor - CRPC

  83. Chartered Retirement Plans Specialist (CRPS)

  84. Chartered Trust And Estate Planner

  85. Civil Service Retirement System - CSRS

  86. Clifford Trust

  87. Clone Fund

  88. Codicil

  89. Conduit IRA

  90. Contingent Beneficiary

  91. Corporate Pension Plan

  92. Covered Earnings

  93. Credit For Qualified Retirement Savings Contribution

  94. Credit Shelter Trust - CST

  95. Crummey Power

  96. Crummey Trust

  97. Current Service Benefit

  98. Custodial Care

  99. Cy Pres Doctrine

  100. DB(k) Plan

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