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Retirement Plan Terms
401(a) Plan
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401(k) Plan
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403(b) Plan
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408(k) Plan
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412(i) Plan
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419(e) Welfare Benefit Plans
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457 Plan
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529 Plan
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90-Age Formula
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A-B Trust
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Accrued Benefits
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Accrued Monthly Benefit
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Accumulation Phase
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Active Participant Status
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Actual Deferral Percentage / Actual Contribution Percentage - ADP/ACP Test
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Actuarial Balance
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Actuarial Deficit
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Additional Voluntary Contribution – AVC
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Administration Bond
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Agency Automatic Contributions
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Agency Matching Contributions
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Allocated Benefits
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Allocation Of Plan Assets On Termination
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Alternative Risk Financing Facilities
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Annuitization Method
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Annuitization Phase
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Annuity Certain
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Annuity Contract
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Annuity Factor Method
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Annuity Ladder
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Automatic Rollover
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Bank Trust Custodial Account
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Benefit Offset
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Blackout Period
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Cafeteria Plan
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Canada Pension Plan - CPP
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Capital Gains Treatment
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Cash Balance Pension Plan
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Cash Or Deferred Arrangement - CODA
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Catch-Up Contribution
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Central Provident Fund - CPF
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Certain And Continuous
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Certified Employee Benefit Specialist
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Certified Senior Consultant - CSC
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Cliff Vesting
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Conduit IRA
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Corporate Pension Plan
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Covered Earnings
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Crummey Power
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Custodial Account
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DB(k) Plan
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Death Taxes
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Deferred Annuity
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Deferred Profit Sharing Plan - DPSP
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Defined-Benefit Plan
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Defined-Contribution Plan
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Delayed Annuity
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Delayed Perpetuity
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Department Of Labor - DOL
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Designated Beneficiary
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Designated Roth Account
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Determination Letter
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Direct Rollover
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Direct Transfer
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Disclosure Statement
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Distress Termination
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Do-Over Option
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Early Withdrawal
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Education IRA
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Elective-Deferral Contribution
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Eligible Rollover Distribution
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Employee Contribution Plan
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Employee Retirement Income Security Act - ERISA
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Employee Stock Purchase Plan - ESPP
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Entrance Fee
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Excess Accumulation Penalty
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Extended IRA
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Federal Employee Retirement System - FERS
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First-Time Home Buyer
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Five-Year Rule
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Fixed Amortization Method
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Fixed Annuitization Method
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Fixed Income
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Flat Benefit Formula
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Forced Retirement
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Foreign Plan
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Forward Averaging
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Four Percent Rule
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Fully Funded
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Gift Inter Vivos
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Golden Boot
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Golden Handshake
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Government-Sponsored Retirement Arrangement - GSRA
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Graded Vesting
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Graduated Vesting
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Grantor Retained Annuity Trust - GRAT
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Guaranteed Investment Fund - GIF
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Guaranteed Minimum Pension - GMP
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Guardian IRA
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GUST Restatement
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