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. Basic Income

  55. Basis

  56. Beneficial Interest

  57. Beneficiary

  58. Beneficiary Clause

  59. Beneficiary Of Trust

  60. Benefit Allocation Method

  61. Benefit Offset

  62. Benefits Payable Exclusion

  63. Bequest

  64. Blackout Period

  65. Blind Trust

  66. Board Certified In Estate Planning - BCE

  67. Brokerage Window

  68. Bullet GIC

  69. Bypass Trust

  70. CalPERS

  71. Canada Pension Plan - CPP

  72. Canadian Royalty Trust - CANROY

  73. Carryover Basis

  74. Cash Balance Pension Plan

  75. Cash Or Deferred Arrangement - CODA

  76. Catch-Up Contribution

  77. Certified Financial Planner - CFP

  78. Cestui Que Vie

  79. Charitable Gift Annuity

  80. Charitable Gift Life Insurance

  81. Charitable Lead Trust

  82. Charitable Remainder Trust

  83. Chartered Retirement Planning Counselor - CRPC

  84. Chartered Retirement Plans Specialist (CRPS)

  85. Chartered Trust And Estate Planner

  86. Civil Service Retirement System - CSRS

  87. Clifford Trust

  88. Clone Fund

  89. Codicil

  90. Conduit IRA

  91. Contingent Beneficiary

  92. Corporate Pension Plan

  93. Covered Earnings

  94. Credit For Qualified Retirement Savings Contribution

  95. Credit Shelter Trust - CST

  96. Crummey Power

  97. Crummey Trust

  98. Current Service Benefit

  99. Custodial Care

  100. Cy Pres Doctrine

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