Definitions tagged as

Retirement Saving Plan

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  1. Keogh Plan

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

  3. KSOP

  4. Legal List

  5. Leveraged Benefits

  6. Liability Driven Investment - LDI

  7. Life Expectancy

  8. Locked-In Retirement Account - LIRA

  9. Lump-Sum Distribution

  10. Modified Adjusted Gross Income - MAGI

  11. Money-Purchase Pension Plan

  12. MyRA

  13. Named Fiduciary

  14. National Insurance Contributions - NIC

  15. National Pensions Reserve Fund

  16. New Zealand Superannuation Fund

  17. Non-Qualified Distribution

  18. Non-Qualified Plan

  19. Non-Spouse Beneficiary Rollover

  20. Nondiscrimination Rule

  21. Nonelective Contribution

  22. Nonperiodic Distribution

  23. Normal Retirement Age - NRA

  24. Ontario Teachers' Pension Plan Board - OTPPB

  25. Opt-Out Plan

  26. Ordering Rules

  27. Overcontribution

  28. Overfunded Pension Plan

  29. Past Service

  30. Pay As You Go Pension Plan

  31. Pensionable Service

  32. Pension Adjustment - PA

  33. Pension Adjustment Reversal - PAR

  34. Pension Benefit Guaranty Corporation - PBGC

  35. Pension Benefit Obligation - PBO

  36. Pension Fund

  37. Pension Maximization

  38. Pension Option

  39. Pension Pillar

  40. Pension Plan

  41. Pension Plan Administrator

  42. Pension Protection Act Of 2006 - PPA

  43. Pension Shortfall

  44. Peri-Retirement

  45. Phase Out

  46. Plan Participant

  47. Plan Sponsor

  48. Portability

  49. Portable Benefits

  50. Post-Retirement Risk

  51. Premature Distribution

  52. Pretax Contribution

  53. Primary Beneficiary

  54. Provident Fund

  55. Prudent Expert Act

  56. Qualified Acquisition Cost

  57. Qualified Automatic Contribution Arrangements - QACAs

  58. Qualified Distribution

  59. Qualified Joint And Survivor Annuity - QJSA

  60. Qualified Reservist

  61. Qualified Retirement Plan

  62. Qualified Trust

  63. Qualifying Annuity

  64. Recharacterization

  65. Reconversion

  66. Registered Education Savings Plan - RESP

  67. Registered Pension Plan - RPP

  68. Required Beginning Date - RBD

  69. Required Minimum Distribution - RMD

  70. Required Minimum Distribution Method

  71. Retirement Income Fund - RIF

  72. Retirement Money Market Account

  73. Revoked IRA

  74. Rollover

  75. Roth 401(k)

  76. Roth IRA

  77. Roth IRA Conversion

  78. Roth Option

  79. Rule 72(t)

  80. Salary Reduction Simplified Employee Pension Plan - SARSEP

  81. Same Property Rule

  82. Saver's Tax Credit

  83. Savings Incentive Match Plan For Employees Of Small Employers - SIMPLE

  84. SBO-401(k)

  85. Securities Industry Regulatory Authority - SIRA

  86. Self-Directed IRA - SDIRA

  87. Self Invested Personal Pension (SIPP)

  88. Separate Return

  89. SIMPLE IRA

  90. Simplified Employee Pension - SEP (Simplified Employee Pension IRA)

  91. Spousal Beneficiary Rollover

  92. Spousal IRA

  93. Statement Of Changes In Net Assets Available For Pension Benefits

  94. Stretch IRA

  95. Substantially Equal Periodic Payment - SEPP

  96. Superannuation

  97. Supplemental Executive Retirement Plan - SERP

  98. Target-Benefit Plan

  99. Tax-Deferred Savings Plan

  100. Tax-Free Savings Account - TFSA

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