Retirement Plan Terms

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  1. Non-Qualified Plan

  2. Non-Registered Account (Canada)

  3. Non-Spouse Beneficiary Rollover

  4. Nondiscrimination Rule

  5. Nonelective Contribution

  6. Nonperiodic Distribution

  7. Normal Retirement Age - NRA

  8. Notarize

  9. Notary

  10. Notice Of Assessment - NOA

  11. Notice To Creditors

  12. Nuncupative Will

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

  14. Old-Age And Survivors Insurance Trust Fund

  15. Ontario Teachers' Pension Plan Board - OTPPB

  16. Opt-Out Plan

  17. Oral Will

  18. Ordering Rules

  19. Other Post-Retirement Benefits

  20. Outside Earnings

  21. Overcontribution

  22. Overfunded Pension Plan

  23. Overwithholding

  24. Past Service

  25. Pay As You Go Pension Plan

  26. Pay Yourself First

  27. Pension Adjustment - PA

  28. Pension Adjustment Reversal - PAR

  29. Pension Benefit Guaranty Corporation - PBGC

  30. Pension Benefit Obligation - PBO

  31. Pension Fund

  32. Pension Maximization

  33. Pension Option

  34. Pension Pillar

  35. Pension Plan

  36. Pension Plan Administrator

  37. Pension Protection Act Of 2006 - PPA

  38. Pension Risk Transfer

  39. Pension Shortfall

  40. Pensionable Service

  41. Per Stirpes

  42. Peri-Retirement

  43. Period Certain

  44. Permanent Wyoming Mineral Trust Fund - PWMTF

  45. Personal Financial Advisor

  46. Personal Trust

  47. Phase Out

  48. Phased Retirement

  49. Phases Of Retirement

  50. Plan Participant

  51. Plan Sponsor

  52. Pop-Up Option

  53. Portability

  54. Portable Benefits

  55. Post-Retirement Risk

  56. Pour-Over Will

  57. Premature Distribution

  58. Pretax Contribution

  59. Primary Beneficiary

  60. Probate

  61. Probate Court

  62. Provident Fund

  63. Prudent Expert Act

  64. Purchased Service

  65. Qualified Acquisition Cost

  66. Qualified Automatic Contribution Arrangements - QACAs

  67. Qualified Distribution

  68. Qualified Joint And Survivor Annuity - QJSA

  69. Qualified Personal Residence Trust – QPRT

  70. Qualified Pre-Retirement Survivor Annuity - QPSA

  71. Qualified Reservist

  72. Qualified Retirement Plan

  73. Qualified Terminable Interest Property (QTIP) Trust

  74. Qualified Trust

  75. Qualifying Annuity

  76. Qualifying Domestic Trust - QDOT

  77. Qualifying Investment

  78. Recharacterization

  79. Reconversion

  80. Redeposit

  81. Registered Education Savings Plan - RESP

  82. Registered Pension Plan - RPP

  83. Registered Retirement Income Fund - RRIF

  84. Registered Retirement Savings Plan - RRSP

  85. Registered Retirement Savings Plan Contribution - RRSP Contribution

  86. Registered Retirement Savings Plan Deduction - RRSP Deduction

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

  88. Remainder Man

  89. Required Beginning Date - RBD

  90. Required Minimum Distribution - RMD

  91. Required Minimum Distribution Method

  92. Resolution Trust Corporation - RTC

  93. Retirement

  94. Retirement Contribution

  95. Retirement Income Certified Professional - RICP

  96. Retirement Income Fund - RIF

  97. Retirement Method of Depreciation

  98. Retirement Money Market Account

  99. Retirement of Securities

  100. Retirement Planner

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