Retirement Plan Terms

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  1. Money-Purchase Provisions

  2. Monthly Income Plan - MIP

  3. Municipal Investment Trust

  4. Mutual Will

  5. MyRA

  6. Naked Trust

  7. Named Beneficiary

  8. Named Fiduciary

  9. National Association Of Estate Planners And Councils - NAEPC

  10. National Insurance Contributions - NIC

  11. National Pensions Reserve Fund

  12. Needs Approach

  13. Net Unrealized Appreciation - NUA

  14. New Zealand Superannuation Fund

  15. Next Of Kin

  16. Non-Qualified Distribution

  17. Non-Qualified Plan

  18. Non-Registered Account (Canada)

  19. Non-Spouse Beneficiary Rollover

  20. Nondiscrimination Rule

  21. Nonelective Contribution

  22. Nonperiodic Distribution

  23. Normal Retirement Age - NRA

  24. Notarize

  25. Notary

  26. Notice Of Assessment - NOA

  27. Notice To Creditors

  28. Nuncupative Will

  29. Nursing Home Placement Service

  30. Nursing Home Resident Trust Fund

  31. Old-Age and Survivors Insurance (OASI) Trust Fund

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

  33. Ontario Teachers' Pension Plan Board - OTPPB

  34. Opt-Out Plan

  35. Oral Will

  36. Ordering Rules

  37. Other Post-Retirement Benefits

  38. Outside Earnings

  39. Overcontribution

  40. Overfunded Pension Plan

  41. Overwithholding

  42. Past Service

  43. Pay As You Go Pension Plan

  44. Pay Yourself First

  45. Pensionable Service

  46. Pension Adjustment - PA

  47. Pension Adjustment Reversal - PAR

  48. Pension Benefit Guaranty Corporation - PBGC

  49. Pension Benefit Obligation - PBO

  50. Pension Fund

  51. Pension Maximization

  52. Pension Option

  53. Pension Pillar

  54. Pension Plan

  55. Pension Plan Administrator

  56. Pension Protection Act Of 2006 - PPA

  57. Pension Risk Transfer

  58. Pension Shortfall

  59. Peri-Retirement

  60. Period Certain

  61. Permanent Wyoming Mineral Trust Fund - PWMTF

  62. Personal Financial Advisor

  63. Personal Representative

  64. Personal Trust

  65. Per Stirpes

  66. Phased Retirement

  67. Phase Out

  68. Phases Of Retirement

  69. Plan Participant

  70. Plan Sponsor

  71. Pop-Up Option

  72. Portability

  73. Portable Benefits

  74. Possibility Of Failure (POF) Rates

  75. Post-Retirement Risk

  76. Pour-Over Will

  77. Premature Distribution

  78. Pretax Contribution

  79. Primary Beneficiary

  80. Probate

  81. Probate Court

  82. Provident Fund

  83. Prudent Expert Act

  84. Purchased Service

  85. Qualified Acquisition Cost

  86. Qualified Automatic Contribution Arrangements - QACAs

  87. Qualified Distribution

  88. Qualified Joint And Survivor Annuity - QJSA

  89. Qualified Longevity Annuity Contract

  90. Qualified Personal Residence Trust – QPRT

  91. Qualified Pre-Retirement Survivor Annuity - QPSA

  92. Qualified Reservist

  93. Qualified Retirement Plan

  94. Qualified Terminable Interest Property (QTIP) Trust

  95. Qualified Trust

  96. Qualifying Annuity

  97. Qualifying Domestic Trust - QDOT

  98. Qualifying Investment

  99. Recharacterization

  100. Reconversion

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