Retirement Plan Terms

  1. 401(a) Plan

  2. 401(k) Plan

  3. 403(b) Plan

  4. 408(k) Plan

  5. 412(i) Plan

  6. 419(e) Welfare Benefit Plans

  7. 457 Plan

  8. 529 Plan

  9. 90-Age Formula

  10. A-B Trust

  11. Accrued Benefits

  12. Accrued Monthly Benefit

  13. Accumulation Phase

  14. Active Participant Status

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

  16. Actuarial Balance

  17. Actuarial Deficit

  18. Additional Voluntary Contribution – AVC

  19. Administration Bond

  20. Agency Automatic Contributions

  21. Agency Matching Contributions

  22. Allocated Benefits

  23. Allocation Of Plan Assets On Termination

  24. Alternative Risk Financing Facilities

  25. Annual Addition

  26. Annuitization Method

  27. Annuitization Phase

  28. Annuity Certain

  29. Annuity Contract

  30. Annuity Factor Method

  31. Annuity Ladder

  32. Automatic Rollover

  33. Bank Trust Custodial Account

  34. Benefit Offset

  35. Blackout Period

  36. Cafeteria Plan

  37. Canada Pension Plan - CPP

  38. Capital Gains Treatment

  39. Cash Balance Pension Plan

  40. Cash Or Deferred Arrangement - CODA

  41. Catch-Up Contribution

  42. Central Provident Fund - CPF

  43. Certain And Continuous

  44. Certified Employee Benefit Specialist

  45. Certified Senior Consultant - CSC

  46. Cliff Vesting

  47. Conduit IRA

  48. Corporate Pension Plan

  49. Covered Earnings

  50. Crummey Power

  51. Crummey Trust

  52. Custodial Account

  53. DB(k) Plan

  54. Death Taxes

  55. Deferred Annuity

  56. Deferred Profit Sharing Plan - DPSP

  57. Defined-Benefit Plan

  58. Defined-Contribution Plan

  59. Delayed Annuity

  60. Delayed Perpetuity

  61. Department Of Labor - DOL

  62. Designated Beneficiary

  63. Designated Roth Account

  64. Determination Letter

  65. Direct Rollover

  66. Direct Transfer

  67. Disclosure Statement

  68. Distress Termination

  69. Do-Over Option

  70. Dynasty Trust

  71. Early Withdrawal

  72. Education IRA

  73. Elective-Deferral Contribution

  74. Eligible Rollover Distribution

  75. Employee Contribution Plan

  76. Employee Retirement Income Security Act - ERISA

  77. Employee Stock Purchase Plan - ESPP

  78. Entrance Fee

  79. Excess Accumulation Penalty

  80. Extended IRA

  81. Federal Employee Retirement System - FERS

  82. First-Time Home Buyer

  83. Five-Year Rule

  84. Fixed Amortization Method

  85. Fixed Annuitization Method

  86. Fixed Income

  87. Flat Benefit Formula

  88. Forced Retirement

  89. Foreign Plan

  90. Forward Averaging

  91. Four Percent Rule

  92. Fully Funded

  93. Gift Inter Vivos

  94. Golden Boot

  95. Golden Handshake

  96. Government-Sponsored Retirement Arrangement - GSRA

  97. Graded Vesting

  98. Graduated Vesting

  99. Grantor Retained Annuity Trust - GRAT

  100. Guaranteed Investment Fund - GIF

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