Retirement Plan Terms

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  1. 412(i) Plan

  2. Active Participant Status

  3. Activities of Daily Living - ADL

  4. Annuity Contract

  5. Automatic Rollover

  6. Balanced Budget

  7. Bankruptcy Trustee

  8. Basis

  9. Beneficiary

  10. Blackout Period

  11. Board Certified In Estate Planning - BCE

  12. Brokerage Window

  13. Bullet GIC

  14. Carryover Basis

  15. Charitable Lead Trust

  16. Charitable Remainder Trust

  17. Clone Fund

  18. Corporate Pension Plan

  19. Crummey Power

  20. Death Benefit

  21. Defined-Contribution Plan

  22. Disclaimer Trust

  23. Elective-Deferral Contribution

  24. Employer-Sponsored Plan

  25. Estate Freeze

  26. Excess Accumulation Penalty

  27. Executor

  28. Exempt Income

  29. Exordium Clause

  30. Family Limited Partnership - FLP

  31. Federal Insurance Contributions Act - FICA

  32. Fiduciary

  33. Fiduciary Negligence

  34. Financial Planner

  35. Five-Year Rule

  36. Funded Status

  37. GUST Restatement

  38. Grantor Retained Annuity Trust - GRAT

  39. Guaranteed Minimum Withdrawal Benefit - GMWB

  40. Heir

  41. In-Service Withdrawal

  42. Income Splitting

  43. Inheritance

  44. Inheritance Tax

  45. Insurance Trust

  46. Integrated Pension Plan

  47. Investment Horizon

  48. Involuntary Cash-Out

  49. Irrevocable Beneficiary

  50. Kids In Parents' Pockets Eroding Retirement Savings - KIPPERS

  51. Life Expectancy

  52. Life Insurance

  53. Life With Guaranteed Term

  54. Living Will

  55. Lump-Sum Distribution

  56. Modified Adjusted Gross Income - MAGI

  57. Money-Purchase Provisions

  58. Non-Qualified Plan

  59. Nonelective Contribution

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

  61. Opt-Out Plan

  62. Ordering Rules

  63. Other Post-Retirement Benefits

  64. Pension Maximization

  65. Pension Plan

  66. Pension Plan Administrator

  67. Pension Protection Act Of 2006 - PPA

  68. Pension Shortfall

  69. Pour-Over Will

  70. Qualified Trust

  71. Qualifying Investment

  72. Recharacterization

  73. Redeposit

  74. Registered Education Savings Plan - RESP

  75. Registered Retirement Savings Plan - RRSP

  76. Required Beginning Date - RBD

  77. Retirement of Securities

  78. SBO-401(k)

  79. Same Property Rule

  80. Separate Return

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

  82. Social Security

  83. Spending Phase

  84. Spousal IRA

  85. Succession

  86. Supplemental Executive Retirement Plan - SERP

  87. Supplemental Security Income - SSI

  88. Tax-Sheltered Annuity

  89. Taxes

  90. Teacher Retirement System - TRS

  91. Terminally Ill

  92. Thrift Savings Plan - TSP

  93. Transfer Tax

  94. Triggering Event

  95. Trust

  96. Trust-Owned Life Insurance - TOLI

  97. Trustee

  98. Trustor

  99. Unit Trust - UT

  100. Vested Interest

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