Retirement Plan Terms

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  1. Next Of Kin

  2. Non-Qualified Distribution

  3. Non-Qualified Plan

  4. Non-Registered Account (Canada)

  5. Non-Spouse Beneficiary Rollover

  6. Nondiscrimination Rule

  7. Nonelective Contribution

  8. Nonperiodic Distribution

  9. Normal Retirement Age - NRA

  10. Notarize

  11. Notary

  12. Notice Of Assessment - NOA

  13. Notice To Creditors

  14. Nuncupative Will

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

  16. Old-Age And Survivors Insurance Trust Fund

  17. Ontario Teachers' Pension Plan Board - OTPPB

  18. Opt-Out Plan

  19. Oral Will

  20. Ordering Rules

  21. Other Post-Retirement Benefits

  22. Outside Earnings

  23. Overcontribution

  24. Overfunded Pension Plan

  25. Overwithholding

  26. Past Service

  27. Pay As You Go Pension Plan

  28. Pay Yourself First

  29. Pension Adjustment - PA

  30. Pension Adjustment Reversal - PAR

  31. Pension Benefit Guaranty Corporation - PBGC

  32. Pension Benefit Obligation - PBO

  33. Pension Fund

  34. Pension Maximization

  35. Pension Option

  36. Pension Pillar

  37. Pension Plan

  38. Pension Plan Administrator

  39. Pension Protection Act Of 2006 - PPA

  40. Pension Risk Transfer

  41. Pension Shortfall

  42. Pensionable Service

  43. Per Stirpes

  44. Peri-Retirement

  45. Period Certain

  46. Permanent Wyoming Mineral Trust Fund - PWMTF

  47. Personal Financial Advisor

  48. Personal Trust

  49. Phase Out

  50. Phased Retirement

  51. Phases Of Retirement

  52. Plan Participant

  53. Plan Sponsor

  54. Pop-Up Option

  55. Portability

  56. Portable Benefits

  57. Post-Retirement Risk

  58. Pour-Over Will

  59. Premature Distribution

  60. Pretax Contribution

  61. Primary Beneficiary

  62. Probate

  63. Probate Court

  64. Provident Fund

  65. Prudent Expert Act

  66. Purchased Service

  67. Qualified Acquisition Cost

  68. Qualified Automatic Contribution Arrangements - QACAs

  69. Qualified Distribution

  70. Qualified Joint And Survivor Annuity - QJSA

  71. Qualified Personal Residence Trust – QPRT

  72. Qualified Pre-Retirement Survivor Annuity - QPSA

  73. Qualified Reservist

  74. Qualified Retirement Plan

  75. Qualified Terminable Interest Property (QTIP) Trust

  76. Qualified Trust

  77. Qualifying Annuity

  78. Qualifying Domestic Trust - QDOT

  79. Qualifying Investment

  80. Recharacterization

  81. Reconversion

  82. Redeposit

  83. Registered Education Savings Plan - RESP

  84. Registered Pension Plan - RPP

  85. Registered Retirement Income Fund - RRIF

  86. Registered Retirement Savings Plan - RRSP

  87. Registered Retirement Savings Plan Contribution - RRSP Contribution

  88. Registered Retirement Savings Plan Deduction - RRSP Deduction

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

  90. Remainder Man

  91. Required Beginning Date - RBD

  92. Required Minimum Distribution - RMD

  93. Required Minimum Distribution Method

  94. Resolution Trust Corporation - RTC

  95. Retirement

  96. Retirement Contribution

  97. Retirement Income Certified Professional - RICP

  98. Retirement Income Fund - RIF

  99. Retirement Method of Depreciation

  100. Retirement Money Market Account

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