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Retirement Plan Terms

  1. Pensionable Service

  2. Period Certain

  3. Phase Out

  4. Phased Retirement

  5. Plan Participant

  6. Plan Sponsor

  7. Pop-Up Option

  8. Portability

  9. Portable Benefits

  10. Post-Retirement Risk

  11. Premature Distribution

  12. Pretax Contribution

  13. Primary Beneficiary

  14. Prudent Expert Act

  15. Purchased Service

  16. Qualified Acquisition Cost

  17. Qualified Automatic Contribution Arrangements - QACAs

  18. Qualified Distribution

  19. Qualified Joint And Survivor Annuity - QJSA

  20. Qualified Reservist

  21. Qualified Retirement Plan

  22. Qualified Trust

  23. Qualifying Annuity

  24. Qualifying Investment

  25. Recharacterization

  26. Reconversion

  27. Redeposit

  28. Registered Education Savings Plan - RESP

  29. Registered Pension Plan - RPP

  30. Registered Retirement Income Fund - RRIF

  31. Registered Retirement Savings Plan - RRSP

  32. Registered Retirement Savings Plan Contribution - RRSP Contribution

  33. Registered Retirement Savings Plan Deduction - RRSP Deduction

  34. Registered Retirement Savings Plan Deduction Limit - RRSP Deduction Limit

  35. Required Beginning Date - RBD

  36. Required Minimum Distribution - RMD

  37. Required Minimum Distribution Method

  38. Retirement

  39. Retirement Contribution

  40. Retirement Income Fund - RIF

  41. Retirement Planner

  42. Retirement Planning

  43. Retirement Readiness

  44. Reversionary Annuities

  45. Revoked IRA

  46. Rollover

  47. Roth 401(k)

  48. Roth IRA

  49. Roth IRA Conversion

  50. Roth Option

  51. Rule 72(t)

  52. Salary Reduction Simplified Employee Pension Plan - SARSEP

  53. Same Property Rule

  54. Saver's Tax Credit

  55. Savings Incentive Match Plan For Employees Of Small Employers - SIMPLE

  56. Savings Rate

  57. SBO-401(k)

  58. Secondary Beneficiary

  59. Securities Industry Regulatory Authority - SIRA

  60. Self-Directed IRA - SDIRA

  61. Self-Directed RRSP

  62. Separate Return

  63. Sequence Risk

  64. Simplified Employee Pension - SEP (Simplified Employee Pension IRA)

  65. Social Security

  66. Social Security Act

  67. Social Security Administration - SSA

  68. Social Security Benefits

  69. Social Security Number - SSN

  70. Social Security Tax

  71. Social Security Trust Fund

  72. Spending Phase

  73. Spousal Beneficiary Rollover

  74. Spousal IRA

  75. State Medicaid Program

  76. Statement Of Changes In Net Assets Available For Pension Benefits

  77. Statement Stuffer

  78. Stretch IRA

  79. Substantial Gainful Activity - SGA

  80. Substantially Equal Periodic Payment - SEPP

  81. Superannuation

  82. Supplemental Executive Retirement Plan - SERP

  83. Systematic Investment Plan - SIP

  84. Target-Benefit Plan

  85. Target-Date Fund

  86. Tax Shelter

  87. Tax-Deferred Savings Plan

  88. Tax-Free Savings Account - TFSA

  89. Tax-Sheltered Annuity

  90. Taxable Wage Base

  91. Teacher Retirement System - TRS

  92. Term Certain Method

  93. The Government Pension Investment Fund (Japan)

  94. Thrift Savings Plan - TSP

  95. Top Hat Plan

  96. Traditional IRA

  97. Triggering Event

  98. Unconditional Vesting

  99. Underfunded Pension Plan

  100. Unemployment Compensation Amendment Of 1992

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