Retirement Plan Terms

  1. Guaranteed Minimum Pension - GMP

  2. Guardian IRA

  3. GUST Restatement

  4. Hardship Withdrawal

  5. Highly Compensated Employee

  6. Holographic Will

  7. Hospital Insurance Trust Fund

  8. In-Service Withdrawal

  9. Independent 401(k)

  10. Indexed Annuity

  11. Indexed Earnings

  12. Indirect Rollover

  13. Individual Retirement Account - IRA

  14. Individual Retirement Annuity

  15. Inflation-Protected Annuity - IPA

  16. Inheritance Tax

  17. Integrated Pension Plan

  18. Intestacy

  19. Involuntary Cash-Out

  20. IRA Adoption Agreement And Plan Document

  21. IRA Asset Will

  22. IRA Plan

  23. IRA Rollover

  24. IRA Transfer

  25. Irrevocable Income-Only Trust - IIOT

  26. Joint And Survivor Annuity

  27. Keogh Plan

  28. Legal List

  29. Legatee

  30. Liability Driven Investment - LDI

  31. Life Expectancy

  32. Life Income Fund - LIF

  33. Life Option

  34. Life With Guaranteed Term

  35. Locked In

  36. Locked-In Retirement Account - LIRA

  37. Lump-Sum Distribution

  38. Matching Contribution

  39. Matured RRSP

  40. Modified Adjusted Gross Income - MAGI

  41. Money-Purchase Pension Plan

  42. Money-Purchase Provisions

  43. Monthly Income Plan - MIP

  44. Named Fiduciary

  45. New Zealand Superannuation Fund

  46. Non-Qualified Deferred Compensation - NQDC

  47. Non-Qualified Plan

  48. Non-Spouse Beneficiary Rollover

  49. Nondiscrimination Rule

  50. Nonelective Contribution

  51. Normal Retirement Age - NRA

  52. Old Age, Survivors And Disability Insurance Program - OASDI

  53. Ontario Teachers' Pension Plan Board - OTPPB

  54. Opt-Out Plan

  55. Ordering Rules

  56. Other Post-Retirement Benefits

  57. Outside Earnings

  58. Overcontribution

  59. Pay As You Go Pension Plan

  60. Pension Adjustment - PA

  61. Pension Adjustment Reversal - PAR

  62. Pension Benefit Guaranty Corporation - PBGC

  63. Pension Fund

  64. Pension Option

  65. Pension Plan

  66. Pension Plan Administrator

  67. Pension Shortfall

  68. Pensionable Service

  69. Period Certain

  70. Phased Retirement

  71. Phases Of Retirement

  72. Plan Participant

  73. Pop-Up Option

  74. Portability

  75. Portable Benefits

  76. Post-Retirement Risk

  77. Purchased Service

  78. Qualified Acquisition Cost

  79. Qualified Disclaimer

  80. Qualified Distribution

  81. Qualified Personal Residence Trust – QPRT

  82. Qualified Pre-Retirement Survivor Annuity - QPSA

  83. Qualified Professional Asset Manager - QPAM

  84. Qualified Retirement Plan

  85. Qualified Trust

  86. Qualifying Annuity

  87. Recharacterization

  88. Reconversion

  89. Registered Pension Plan - RPP

  90. Registered Retirement Income Fund - RRIF

  91. Registered Retirement Savings Plan - RRSP

  92. Registered Retirement Savings Plan Contribution - RRSP Contribution

  93. Remainder Man

  94. Replacement Rate

  95. Required Beginning Date - RBD

  96. Required Minimum Distribution - RMD

  97. Required Minimum Distribution Method

  98. Retirement

  99. Retirement Contribution

  100. Retirement Income Fund - RIF

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