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. Automatic Rollover

  46. Automatic Savings Plan

  47. Balanced Budget

  48. Bankruptcy Trustee

  49. Bank Trust Custodial Account

  50. Bare Trust

  51. Basis

  52. Beneficial Interest

  53. Beneficiary

  54. Beneficiary Clause

  55. Beneficiary Of Trust

  56. Benefit Allocation Method

  57. Benefit Offset

  58. Benefits Payable Exclusion

  59. Bequest

  60. Blackout Period

  61. Blind Trust

  62. Board Certified In Estate Planning - BCE

  63. Brokerage Window

  64. Bullet GIC

  65. Bypass Trust

  66. CalPERS

  67. Canada Pension Plan - CPP

  68. Canadian Royalty Trust - CANROY

  69. Carryover Basis

  70. Cash Balance Pension Plan

  71. Cash Or Deferred Arrangement - CODA

  72. Catch-Up Contribution

  73. Certified Financial Planner - CFP

  74. Cestui Que Vie

  75. Charitable Gift Annuity

  76. Charitable Gift Life Insurance

  77. Charitable Lead Trust

  78. Charitable Remainder Trust

  79. Chartered Retirement Planning Counselor - CRPC

  80. Chartered Retirement Plans Specialist (CRPS)

  81. Chartered Trust And Estate Planner

  82. Civil Service Retirement System - CSRS

  83. Clifford Trust

  84. Clone Fund

  85. Codicil

  86. Conduit IRA

  87. Contingent Beneficiary

  88. Corporate Pension Plan

  89. Covered Earnings

  90. Credit For Qualified Retirement Savings Contribution

  91. Credit Shelter Trust - CST

  92. Crummey Power

  93. Crummey Trust

  94. Current Service Benefit

  95. Custodial Care

  96. Cy Pres Doctrine

  97. DB(k) Plan

  98. Death Benefit

  99. Death Master File (DMF)

  100. Death Taxes

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