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. 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 Maximization

  51. Pension Option

  52. Pension Pillar

  53. Pension Plan

  54. Pension Plan Administrator

  55. Pension Protection Act Of 2006 - PPA

  56. Pension Risk Transfer

  57. Pension Shortfall

  58. Peri-Retirement

  59. Period Certain

  60. Permanent Wyoming Mineral Trust Fund - PWMTF

  61. Personal Financial Advisor

  62. Personal Representative

  63. Personal Trust

  64. Per Stirpes

  65. Phased Retirement

  66. Phase Out

  67. Phases Of Retirement

  68. Plan Participant

  69. Plan Sponsor

  70. Pop-Up Option

  71. Portability

  72. Portable Benefits

  73. Possibility Of Failure (POF) Rates

  74. Post-Retirement Risk

  75. Pour-Over Will

  76. Premature Distribution

  77. Pretax Contribution

  78. Primary Beneficiary

  79. Probate

  80. Probate Court

  81. Provident Fund

  82. Prudent Expert Act

  83. Purchased Service

  84. Qualified Acquisition Cost

  85. Qualified Automatic Contribution Arrangements - QACAs

  86. Qualified Distribution

  87. Qualified Joint And Survivor Annuity - QJSA

  88. Qualified Longevity Annuity Contract

  89. Qualified Personal Residence Trust – QPRT

  90. Qualified Pre-Retirement Survivor Annuity - QPSA

  91. Qualified Reservist

  92. Qualified Retirement Plan

  93. Qualified Terminable Interest Property (QTIP) Trust

  94. Qualified Trust

  95. Qualifying Annuity

  96. Qualifying Domestic Trust - QDOT

  97. Qualifying Investment

  98. Recharacterization

  99. Reconversion

  100. Redeposit

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