Retirement Plan Terms

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  1. Money-Purchase Pension Plan

  2. Money-Purchase Provisions

  3. Monthly Income Plan - MIP

  4. Municipal Investment Trust

  5. Mutual Will

  6. myRA

  7. Naked Trust

  8. Named Beneficiary

  9. Named Fiduciary

  10. National Association Of Estate Planners And Councils - NAEPC

  11. National Insurance Contributions - NIC

  12. National Pensions Reserve Fund

  13. Needs Approach

  14. Net Unrealized Appreciation - NUA

  15. New Zealand Superannuation Fund

  16. Next Of Kin

  17. Non-Qualified Distribution

  18. Non-Qualified Plan

  19. Non-Registered Account (Canada)

  20. Non-Spouse Beneficiary Rollover

  21. Nondiscrimination Rule

  22. Nonelective Contribution

  23. Nonperiodic Distribution

  24. Normal Retirement Age - NRA

  25. Notarize

  26. Notary

  27. Notice Of Assessment - NOA

  28. Notice To Creditors

  29. Nuncupative Will

  30. Nursing Home Placement Service

  31. Nursing Home Resident Trust Fund

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

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

  34. Ontario Teachers' Pension Plan Board - OTPPB

  35. Opt-Out Plan

  36. Oral Will

  37. Ordering Rules

  38. Other Post-Retirement Benefits

  39. Outside Earnings

  40. Overcontribution

  41. Overfunded Pension Plan

  42. Overwithholding

  43. Past Service

  44. Pay As You Go Pension Plan

  45. Pay Yourself First

  46. Pensionable Service

  47. Pension Adjustment - PA

  48. Pension Adjustment Reversal - PAR

  49. Pension Benefit Guaranty Corporation - PBGC

  50. Pension Benefit Obligation - PBO

  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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