Definitions tagged as

Retirement Saving Plan

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  1. Actuarial Analysis

  2. Annual Addition

  3. Annuity Contract

  4. Automatic Rollover

  5. Automatic Savings Plan

  6. Basis

  7. Benefit Offset

  8. Blackout Period

  9. Brokerage Window

  10. Bullet GIC

  11. Canada Pension Plan - CPP

  12. Cash Balance Pension Plan

  13. Catch-Up Contribution

  14. Civil Service Retirement System - CSRS

  15. Conduit IRA

  16. Corporate Pension Plan

  17. Deferred Account

  18. Defined-Benefit Plan

  19. Defined-Contribution Plan

  20. Direct Rollover

  21. Disclosure Statement

  22. Early Withdrawal

  23. Education IRA

  24. Elective-Deferral Contribution

  25. Eligible Rollover Distribution

  26. Employer-Sponsored Plan

  27. Exempt Income

  28. Extended IRA

  29. Federal Employee Retirement System - FERS

  30. Five-Year Rule

  31. Flat Benefit Formula

  32. Funded Status

  33. GUST Restatement

  34. Government-Sponsored Retirement Arrangement - GSRA

  35. Guaranteed Lifetime Withdrawal Benefit - GLWB

  36. Guaranteed Minimum Withdrawal Benefit - GMWB

  37. Guardian IRA

  38. Hardship Withdrawal

  39. Health Insurance Portability And Accountability Act - HIPAA

  40. Heroes Earned Retirement Opportunities Act - HERO

  41. IRA Adoption Agreement And Plan Document

  42. IRA Rollover

  43. In-Service Withdrawal

  44. Independent 401(k)

  45. Individual Retirement Account - IRA

  46. Individual Retirement Annuity

  47. Inherited IRA

  48. Integrated Pension Plan

  49. Involuntary Cash-Out

  50. KSOP

  51. Keogh Plan

  52. Kids In Parents' Pockets Eroding Retirement Savings - KIPPERS

  53. Legal List

  54. Liability Driven Investment - LDI

  55. Life Expectancy

  56. Lump-Sum Distribution

  57. Modified Adjusted Gross Income - MAGI

  58. Money-Purchase Pension Plan

  59. Non-Qualified Distribution

  60. Non-Qualified Plan

  61. Nondiscrimination Rule

  62. Nonelective Contribution

  63. Nonperiodic Distribution

  64. Opt-Out Plan

  65. Ordering Rules

  66. Overcontribution

  67. Pension Adjustment - PA

  68. Pension Benefit Guaranty Corporation - PBGC

  69. Pension Benefit Obligation - PBO

  70. Pension Fund

  71. Pension Maximization

  72. Pension Pillar

  73. Pension Plan

  74. Pension Plan Administrator

  75. Pension Protection Act Of 2006 - PPA

  76. Pension Shortfall

  77. Plan Participant

  78. Plan Sponsor

  79. Portable Benefits

  80. Post-Retirement Risk

  81. Premature Distribution

  82. Pretax Contribution

  83. Qualified Acquisition Cost

  84. Qualified Distribution

  85. Qualified Joint And Survivor Annuity - QJSA

  86. Qualified Retirement Plan

  87. Qualified Trust

  88. Recharacterization

  89. Reconversion

  90. Registered Education Savings Plan - RESP

  91. Registered Pension Plan - RPP

  92. Required Beginning Date - RBD

  93. Required Minimum Distribution - RMD

  94. Revoked IRA

  95. Rollover

  96. Roth 401(k)

  97. Roth IRA

  98. Roth IRA Conversion

  99. Rule 72(t)

  100. SBO-401(k)

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