Retirement Plan Terms

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  1. Corporate Pension Plan

  2. Covered Earnings

  3. Credit Shelter Trust - CST

  4. Crummey Power

  5. Crummey Trust

  6. Current Service Benefit

  7. Curtesy

  8. Custodial Care

  9. Cy Pres Doctrine

  10. DB(k) Plan

  11. Death Benefit

  12. Decedent

  13. Decedent (IRD) Deduction

  14. Declaration Of Trust

  15. Deferred Account

  16. Deferred Annuity

  17. Deferred Payment Annuity

  18. Defined-Benefit Plan

  19. Defined-Contribution Plan

  20. Deflationary Spiral

  21. Delayed Annuity

  22. Designated Beneficiary

  23. Designated Roth Account

  24. Determination Letter

  25. Direct Rollover

  26. Direct Transfer

  27. Disclaimer Trust

  28. Disclosure Statement

  29. Discretionary Beneficiary

  30. Distribution In Kind

  31. Do-Over Option

  32. Donee Beneficiary

  33. Double Advantage Safe Harbor 401(k) - DASH 401(k)

  34. Dower

  35. Downshifting

  36. Drawdown Percentage

  37. Dynamic Updating

  38. Dynasty Trust

  39. Early Withdrawal

  40. Education IRA

  41. Elder Care

  42. Elective-Deferral Contribution

  43. Eligible Automatic Contribution Arrangements - EACAs

  44. Eligible Rollover Distribution

  45. Eligible Transfer

  46. Employee Retirement Income Security Act - ERISA

  47. Employee Savings Plan

  48. Employee Trust

  49. Employer-Sponsored Plan

  50. Encore Career

  51. Entrance Fee

  52. Equivalent Annual Annuity Approach - EAA

  53. Escheat

  54. Estate Freeze

  55. Estate Planning

  56. Excess Accumulation Penalty

  57. Excess Employer Withholding

  58. Executor

  59. Executrix

  60. Exempt Income

  61. Exemption Trust

  62. Exordium Clause

  63. Extended IRA

  64. Family Limited Partnership - FLP

  65. Federal Employee Retirement System - FERS

  66. Fiduciary Negligence

  67. Final Return For Decedent

  68. Financial Advisor

  69. Financial Infidelity

  70. Financial Planner

  71. Five-Year Rule

  72. Fixed Amortization Method

  73. Fixed Annuitization Method

  74. Fixed Annuity

  75. Flat Benefit Formula

  76. Forced Retirement

  77. Form 706-NA: United States Estate (And Generation-Skipping Transfer) Tax Return

  78. Form 706: United States Estate (And Generation-Skipping Transfer) Tax Return

  79. Form 8891

  80. Forward Averaging

  81. Four Percent Rule

  82. Fully Funded

  83. Fully Vested

  84. Funded Status

  85. Future Value Of An Annuity

  86. Generation X (Gen X)

  87. Generation-Skipping Trust

  88. Gift

  89. Gift Causa Mortis

  90. Gift In Trust

  91. Gift Inter Vivos

  92. Gift Letter

  93. Gift Splitting

  94. Gifted Stock

  95. Gifting Phase

  96. Gold IRA

  97. Government Pension Fund (Norway)

  98. Government-Sponsored Retirement Arrangement - GSRA

  99. Graded Vesting

  100. Graduated Vesting

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