Definitions tagged as

Retirement

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  1. Advanced Funded Pension Plan

  2. Credit For Qualified Retirement Savings Contribution

  3. Absolute Beneficiary

  4. Discretionary Beneficiary

  5. Named Beneficiary

  6. Asset Retirement Obligation

  7. Alternate Beneficiary

  8. Alternative Minimum Cost Method

  9. Cy Pres Doctrine

  10. Designated Beneficiary

  11. Primary Beneficiary

  12. Secondary Beneficiary

  13. Systematic Investment Plan - SIP

  14. Aggregate Level Cost Method

  15. Bank Trust Custodial Account

  16. Immediate Beneficiary

  17. Accumulated Benefit Obligation

  18. Death Taxes

  19. Gift Inter Vivos

  20. Non-Registered Account (Canada)

  21. Widely Held Fixed Investment Trust - WHFIT

  22. Administrative Services Only - ASO

  23. Eligible Automatic Contribution Arrangements - EACAs

  24. Qualified Automatic Contribution Arrangements - QACAs

  25. Holographic Will

  26. Testamentary Will

  27. CalPERS

  28. Form 8891

  29. Decedent (IRD) Deduction

  30. Notary

  31. Alaska Trust Act

  32. Gift Causa Mortis

  33. IRA Plan

  34. Group Carve-Out Plan

  35. Reversionary Annuities

  36. Entrance Fee

  37. Employee Trust

  38. Past Service

  39. Indirect Rollover

  40. Non-Spouse Beneficiary Rollover

  41. Spousal Beneficiary Rollover

  42. Account In Trust

  43. 401(a) Plan

  44. Home Buyers' Plan - HBP

  45. Land Trust

  46. Tax-Deferred Savings Plan

  47. Allocated Benefits

  48. Allocated Funding Instrument

  49. Allocation Of Plan Assets On Termination

  50. Oral Will

  51. Employee Savings Plan

  52. 401(k) Plan

  53. 403(b) Plan

  54. 408(k) Plan

  55. 412(i) Plan

  56. Abeyance

  57. Active Participant Status

  58. Activities of Daily Living - ADL

  59. Actuarial Analysis

  60. Annual Addition

  61. Annuity Contract

  62. Automatic Rollover

  63. Automatic Savings Plan

  64. Balanced Budget

  65. Bankruptcy Trustee

  66. Basis

  67. Beneficiary

  68. Benefit Offset

  69. Bequest

  70. Blackout Period

  71. Blind Trust

  72. Board Certified In Estate Planning - BCE

  73. Brokerage Window

  74. Bullet GIC

  75. Canada Pension Plan - CPP

  76. Carryover Basis

  77. Cash Balance Pension Plan

  78. Catch-Up Contribution

  79. Certified Financial Planner - CFP

  80. Charitable Lead Trust

  81. Charitable Remainder Trust

  82. Civil Service Retirement System - CSRS

  83. Clone Fund

  84. Conduit IRA

  85. Contingent Beneficiary

  86. Corporate Pension Plan

  87. Credit Shelter Trust - CST

  88. Crummey Power

  89. Custodial Care

  90. Death Benefit

  91. Deferred Account

  92. Defined-Benefit Plan

  93. Defined-Contribution Plan

  94. Direct Rollover

  95. Disclaimer Trust

  96. Disclosure Statement

  97. Distribution In Kind

  98. Early Withdrawal

  99. Education IRA

  100. Elective-Deferral Contribution

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