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. Basis

  26. Benefit Allocation Method

  27. Benefit Offset

  28. Blackout Period

  29. Brokerage Window

  30. Bullet GIC

  31. Canada Pension Plan - CPP

  32. Cash Balance Pension Plan

  33. Cash Or Deferred Arrangement - CODA

  34. Catch-Up Contribution

  35. Chartered Retirement Plans Specialist (CRPS)

  36. Civil Service Retirement System - CSRS

  37. Conduit IRA

  38. Corporate Pension Plan

  39. Credit For Qualified Retirement Savings Contribution

  40. Current Service Benefit

  41. DB(k) Plan

  42. Deferred Account

  43. Defined-Benefit Plan

  44. Defined-Contribution Plan

  45. Designated Roth Account

  46. Determination Letter

  47. Direct Rollover

  48. Direct Transfer

  49. Disclosure Statement

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

  51. Early Withdrawal

  52. Education IRA

  53. Elder Care

  54. Elective-Deferral Contribution

  55. Eligible Automatic Contribution Arrangements - EACAs

  56. Eligible Rollover Distribution

  57. Eligible Transfer

  58. Employee Savings Plan

  59. Employer-Sponsored Plan

  60. Exempt Income

  61. Extended IRA

  62. Federal Employee Retirement System - FERS

  63. Five-Year Rule

  64. Fixed Amortization Method

  65. Fixed Annuitization Method

  66. Flat Benefit Formula

  67. Form 8606

  68. Form 8891

  69. Fully Funded

  70. Fully Vested

  71. Funded Status

  72. Government-Sponsored Retirement Arrangement - GSRA

  73. Government Pension Fund (Norway)

  74. Graded Vesting

  75. Graduated Vesting

  76. Guaranteed Lifetime Withdrawal Benefit - GLWB

  77. Guaranteed Minimum Pension - GMP

  78. Guaranteed Minimum Withdrawal Benefit - GMWB

  79. Guardian IRA

  80. GUST Restatement

  81. Hardship Withdrawal

  82. Health Insurance Portability And Accountability Act - HIPAA

  83. Heroes Earned Retirement Opportunities Act - HERO

  84. In-Service Withdrawal

  85. Independent 401(k)

  86. Indirect Rollover

  87. Individual Retirement Account - IRA

  88. Individual Retirement Annuity

  89. Inherited IRA

  90. Integrated Pension Plan

  91. Involuntary Cash-Out

  92. IRA Adoption Agreement And Plan Document

  93. IRA Asset Will

  94. IRA Plan

  95. IRA Rollover

  96. IRA Transfer

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

  98. IRS Publication 575

  99. IRS Publication 590: Individual Retirement Arrangements (IRAs)

  100. IRS Publication 939

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