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. Auto Enrollment Plan

  46. Automatic Rollover

  47. Automatic Savings Plan

  48. Backdoor Roth IRA

  49. Balanced Budget

  50. Bankruptcy Trustee

  51. Bank Trust Custodial Account

  52. Bare Trust

  53. Basis

  54. Beneficial Interest

  55. Beneficiary

  56. Beneficiary Clause

  57. Beneficiary Of Trust

  58. Benefit Allocation Method

  59. Benefit Offset

  60. Benefits Payable Exclusion

  61. Bequest

  62. Blackout Period

  63. Blind Trust

  64. Board Certified In Estate Planning - BCE

  65. Brokerage Window

  66. Bullet GIC

  67. Bypass Trust

  68. CalPERS

  69. Canada Pension Plan - CPP

  70. Canadian Royalty Trust - CANROY

  71. Carryover Basis

  72. Cash Balance Pension Plan

  73. Cash Or Deferred Arrangement - CODA

  74. Catch-Up Contribution

  75. Certified Financial Planner - CFP

  76. Cestui Que Vie

  77. Charitable Gift Annuity

  78. Charitable Gift Life Insurance

  79. Charitable Lead Trust

  80. Charitable Remainder Trust

  81. Chartered Retirement Planning Counselor - CRPC

  82. Chartered Retirement Plans Specialist (CRPS)

  83. Chartered Trust And Estate Planner

  84. Civil Service Retirement System - CSRS

  85. Clifford Trust

  86. Clone Fund

  87. Codicil

  88. Conduit IRA

  89. Contingent Beneficiary

  90. Corporate Pension Plan

  91. Covered Earnings

  92. Credit For Qualified Retirement Savings Contribution

  93. Credit Shelter Trust - CST

  94. Crummey Power

  95. Crummey Trust

  96. Current Service Benefit

  97. Custodial Care

  98. Cy Pres Doctrine

  99. DB(k) Plan

  100. Death Benefit

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