Retirement Plan Terms

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  1. Credit For Qualified Retirement Savings Contribution

  2. Absolute Beneficiary

  3. Discretionary Beneficiary

  4. Named Beneficiary

  5. Asset Retirement Obligation

  6. Alternate Beneficiary

  7. Alternative Minimum Cost Method

  8. Cy Pres Doctrine

  9. Designated Beneficiary

  10. Primary Beneficiary

  11. Secondary Beneficiary

  12. Systematic Investment Plan - SIP

  13. Aggregate Level Cost Method

  14. Bank Trust Custodial Account

  15. Immediate Beneficiary

  16. Accumulated Benefit Obligation

  17. Death Taxes

  18. Gift Inter Vivos

  19. Non-Registered Account (Canada)

  20. Widely Held Fixed Investment Trust - WHFIT

  21. Administrative Services Only - ASO

  22. Eligible Automatic Contribution Arrangements - EACAs

  23. Qualified Automatic Contribution Arrangements - QACAs

  24. Holographic Will

  25. Testamentary Will

  26. CalPERS

  27. Form 8891

  28. Decedent (IRD) Deduction

  29. Notary

  30. Alaska Trust Act

  31. Gift Causa Mortis

  32. IRA Plan

  33. Group Carve-Out Plan

  34. Reversionary Annuities

  35. Entrance Fee

  36. Employee Trust

  37. Past Service

  38. Indirect Rollover

  39. Non-Spouse Beneficiary Rollover

  40. Spousal Beneficiary Rollover

  41. Account In Trust

  42. 401(a) Plan

  43. Home Buyers' Plan - HBP

  44. Land Trust

  45. Tax-Deferred Savings Plan

  46. Allocated Benefits

  47. Allocated Funding Instrument

  48. Allocation Of Plan Assets On Termination

  49. Oral Will

  50. Employee Savings Plan

  51. 401(k) Plan

  52. 403(b) Plan

  53. 408(k) Plan

  54. 412(i) Plan

  55. Abeyance

  56. Active Participant Status

  57. Activities of Daily Living - ADL

  58. Actuarial Analysis

  59. Annual Addition

  60. Annuity Contract

  61. Automatic Rollover

  62. Automatic Savings Plan

  63. Balanced Budget

  64. Bankruptcy Trustee

  65. Basis

  66. Beneficiary

  67. Benefit Offset

  68. Bequest

  69. Blackout Period

  70. Blind Trust

  71. Board Certified In Estate Planning - BCE

  72. Brokerage Window

  73. Bullet GIC

  74. Canada Pension Plan - CPP

  75. Carryover Basis

  76. Cash Balance Pension Plan

  77. Catch-Up Contribution

  78. Certified Financial Planner - CFP

  79. Charitable Lead Trust

  80. Charitable Remainder Trust

  81. Civil Service Retirement System - CSRS

  82. Clone Fund

  83. Conduit IRA

  84. Contingent Beneficiary

  85. Corporate Pension Plan

  86. Credit Shelter Trust - CST

  87. Crummey Power

  88. Custodial Care

  89. Death Benefit

  90. Deferred Account

  91. Defined-Benefit Plan

  92. Defined-Contribution Plan

  93. Direct Rollover

  94. Disclaimer Trust

  95. Disclosure Statement

  96. Distribution In Kind

  97. Early Withdrawal

  98. Education IRA

  99. Elective-Deferral Contribution

  100. Eligible Rollover Distribution

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