Retirement Plan Terms

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  1. Needs Approach

  2. Net Unrealized Appreciation - NUA

  3. New Zealand Superannuation Fund

  4. Next Of Kin

  5. Non-Qualified Distribution

  6. Non-Qualified Plan

  7. Non-Registered Account (Canada)

  8. Non-Spouse Beneficiary Rollover

  9. Nondiscrimination Rule

  10. Nonelective Contribution

  11. Nonperiodic Distribution

  12. Normal Retirement Age - NRA

  13. Notarize

  14. Notary

  15. Notice Of Assessment - NOA

  16. Notice To Creditors

  17. Nuncupative Will

  18. Old-Age And Survivors Insurance Trust Fund

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

  20. Ontario Teachers' Pension Plan Board - OTPPB

  21. Opt-Out Plan

  22. Oral Will

  23. Ordering Rules

  24. Other Post-Retirement Benefits

  25. Outside Earnings

  26. Overcontribution

  27. Overfunded Pension Plan

  28. Overwithholding

  29. Past Service

  30. Pay As You Go Pension Plan

  31. Pay Yourself First

  32. Pensionable Service

  33. Pension Adjustment - PA

  34. Pension Adjustment Reversal - PAR

  35. Pension Benefit Guaranty Corporation - PBGC

  36. Pension Benefit Obligation - PBO

  37. Pension Fund

  38. Pension Maximization

  39. Pension Option

  40. Pension Pillar

  41. Pension Plan

  42. Pension Plan Administrator

  43. Pension Protection Act Of 2006 - PPA

  44. Pension Risk Transfer

  45. Pension Shortfall

  46. Peri-Retirement

  47. Period Certain

  48. Permanent Wyoming Mineral Trust Fund - PWMTF

  49. Personal Financial Advisor

  50. Personal Trust

  51. Per Stirpes

  52. Phased Retirement

  53. Phase Out

  54. Phases Of Retirement

  55. Plan Participant

  56. Plan Sponsor

  57. Pop-Up Option

  58. Portability

  59. Portable Benefits

  60. Post-Retirement Risk

  61. Pour-Over Will

  62. Premature Distribution

  63. Pretax Contribution

  64. Primary Beneficiary

  65. Probate

  66. Probate Court

  67. Provident Fund

  68. Prudent Expert Act

  69. Purchased Service

  70. Qualified Acquisition Cost

  71. Qualified Automatic Contribution Arrangements - QACAs

  72. Qualified Distribution

  73. Qualified Joint And Survivor Annuity - QJSA

  74. Qualified Personal Residence Trust – QPRT

  75. Qualified Pre-Retirement Survivor Annuity - QPSA

  76. Qualified Reservist

  77. Qualified Retirement Plan

  78. Qualified Terminable Interest Property (QTIP) Trust

  79. Qualified Trust

  80. Qualifying Annuity

  81. Qualifying Domestic Trust - QDOT

  82. Qualifying Investment

  83. Recharacterization

  84. Reconversion

  85. Redeposit

  86. Registered Education Savings Plan - RESP

  87. Registered Pension Plan - RPP

  88. Registered Retirement Income Fund - RRIF

  89. Registered Retirement Savings Plan - RRSP

  90. Registered Retirement Savings Plan Contribution - RRSP Contribution

  91. Registered Retirement Savings Plan Deduction - RRSP Deduction

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

  93. Remainder Man

  94. Required Beginning Date - RBD

  95. Required Minimum Distribution - RMD

  96. Required Minimum Distribution Method

  97. Resolution Trust Corporation - RTC

  98. Retirement

  99. Retirement Contribution

  100. Retirement Income Certified Professional - RICP

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