Retirement Plan Terms

  1. Retirement Planner

  2. Returnment

  3. Revoked IRA

  4. Rollover

  5. Roth 401(k)

  6. Roth IRA

  7. Roth IRA Conversion

  8. Roth Option

  9. Salary Reduction Contribution

  10. Salary Reduction Simplified Employee Pension Plan - SARSEP

  11. Same Property Rule

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

  13. SBO-401(k)

  14. Section 1035 Exchange

  15. Self-Directed IRA - SDIRA

  16. Self-Directed RRSP

  17. Sequence Risk

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

  19. Single-Life Payout

  20. Single-Premium Deferred Annuity - SPDA

  21. Social Security

  22. Social Security Benefits

  23. Social Security Trust Fund

  24. Spending Phase

  25. Spousal Beneficiary Rollover

  26. Spousal IRA

  27. Stable Value Fund

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

  29. Stretch Annuity

  30. Stretch IRA

  31. Substantially Equal Periodic Payment - SEPP

  32. Succession

  33. Superannuation

  34. Supplemental Security Income - SSI

  35. Systematic Withdrawal Schedule

  36. Target-Benefit Plan

  37. Tax-Sheltered Annuity

  38. Teacher Retirement System - TRS

  39. Term Certain Method

  40. Testamentary Trust

  41. The Government Pension Investment Fund (Japan)

  42. Thrift Savings Plan - TSP

  43. Traditional IRA

  44. Unconditional Vesting

  45. Underfunded Pension Plan

  46. Unfunded Pension Plan

  47. Unit Benefit Formula

  48. Unit Benefit Plan

  49. Vested Benefit Obligation - VBO

  50. Voluntary Employees Beneficiary Association Plan - VEBA

  51. Voluntary Plan Termination

  52. Wasting Trust

  53. Whole Life Annuity

  54. Whole Life Annuity Due

  55. Withdrawal Benefits

  56. Withdrawal Credits, Pension Plan

  57. Wraparound Annuity

  58. Year's Maximum Pensionable Earnings - YMPE

  59. Years Certain Annuity

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