Definitions tagged as

Retirement Saving Plan

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  1. 401(a) Plan

  2. 401(k) Plan

  3. 403(b) Plan

  4. 412(i) Plan

  5. Accrued Benefits

  6. Accrued Monthly Benefit

  7. Accumulated Benefit Obligation

  8. Active Participant Status

  9. Actual Deferral Percentage / Actual Contribution Percentage - ADP/ACP Test

  10. Actuarial Analysis

  11. Actuarial Science

  12. Additional Voluntary Contribution – AVC

  13. Administrative Services Only - ASO

  14. Advanced Funded Pension Plan

  15. Aggregate Level Cost Method

  16. Allocated Benefits

  17. Allocated Funding Instrument

  18. Allocation Of Plan Assets On Termination

  19. Alternative Minimum Cost Method

  20. Annual Addition

  21. Annuity Contract

  22. Annuity Ladder

  23. Automatic Rollover

  24. Automatic Savings Plan

  25. Backdoor Roth IRA

  26. Basis

  27. Benefit Allocation Method

  28. Benefit Offset

  29. Blackout Period

  30. Brokerage Window

  31. Bullet GIC

  32. Canada Pension Plan - CPP

  33. Cash Balance Pension Plan

  34. Cash Or Deferred Arrangement - CODA

  35. Catch-Up Contribution

  36. Chartered Retirement Plans Specialist (CRPS)

  37. Civil Service Retirement System - CSRS

  38. Conduit IRA

  39. Corporate Pension Plan

  40. Credit For Qualified Retirement Savings Contribution

  41. Current Service Benefit

  42. DB(k) Plan

  43. Deferred Account

  44. Defined-Benefit Plan

  45. Defined-Contribution Plan

  46. Designated Roth Account

  47. Determination Letter

  48. Direct Rollover

  49. Direct Transfer

  50. Disclosure Statement

  51. Double Advantage Safe Harbor 401(k) - DASH 401(k)

  52. Early Withdrawal

  53. Education IRA

  54. Elder Care

  55. Elective-Deferral Contribution

  56. Eligible Automatic Contribution Arrangements - EACAs

  57. Eligible Rollover Distribution

  58. Eligible Transfer

  59. Employee Savings Plan

  60. Employer-Sponsored Plan

  61. Exempt Income

  62. Extended IRA

  63. Federal Employee Retirement System - FERS

  64. File and Suspend

  65. Five-Year Rule

  66. Fixed Amortization Method

  67. Fixed Annuitization Method

  68. Flat Benefit Formula

  69. Form 8606

  70. Form 8891

  71. Fully Funded

  72. Fully Vested

  73. Funded Status

  74. Government-Sponsored Retirement Arrangement - GSRA

  75. Government Pension Fund (Norway)

  76. Graded Vesting

  77. Graduated Vesting

  78. Guaranteed Lifetime Withdrawal Benefit - GLWB

  79. Guaranteed Minimum Pension - GMP

  80. Guaranteed Minimum Withdrawal Benefit - GMWB

  81. Guardian IRA

  82. GUST Restatement

  83. Hardship Withdrawal

  84. Health Insurance Portability And Accountability Act - HIPAA

  85. Heroes Earned Retirement Opportunities Act - HERO

  86. In-Service Withdrawal

  87. Independent 401(k)

  88. Indirect Rollover

  89. Individual Retirement Account - IRA

  90. Individual Retirement Annuity

  91. Inherited IRA

  92. Integrated Pension Plan

  93. Involuntary Cash-Out

  94. IRA Adoption Agreement And Plan Document

  95. IRA Asset Will

  96. IRA Plan

  97. IRA Rollover

  98. IRA Transfer

  99. IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of ...

  100. IRS Publication 575

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