Definitions tagged as

Retirement Saving Plan

  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. DB(k) Plan

  41. Deferred Account

  42. Defined-Benefit Plan

  43. Defined-Contribution Plan

  44. Designated Roth Account

  45. Determination Letter

  46. Direct Rollover

  47. Direct Transfer

  48. Disclosure Statement

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

  50. Early Withdrawal

  51. Education IRA

  52. Elective-Deferral Contribution

  53. Eligible Automatic Contribution Arrangements - EACAs

  54. Eligible Rollover Distribution

  55. Employee Savings Plan

  56. Employer-Sponsored Plan

  57. Exempt Income

  58. Extended IRA

  59. Federal Employee Retirement System - FERS

  60. Five-Year Rule

  61. Fixed Amortization Method

  62. Fixed Annuitization Method

  63. Flat Benefit Formula

  64. Form 8606

  65. Form 8891

  66. Fully Funded

  67. Fully Vested

  68. Funded Status

  69. Government Pension Fund (Norway)

  70. Government-Sponsored Retirement Arrangement - GSRA

  71. Graded Vesting

  72. Graduated Vesting

  73. Guaranteed Lifetime Withdrawal Benefit - GLWB

  74. Guaranteed Minimum Pension - GMP

  75. Guaranteed Minimum Withdrawal Benefit - GMWB

  76. Guardian IRA

  77. GUST Restatement

  78. Hardship Withdrawal

  79. Health Insurance Portability And Accountability Act - HIPAA

  80. Heroes Earned Retirement Opportunities Act - HERO

  81. In-Service Withdrawal

  82. Independent 401(k)

  83. Indirect Rollover

  84. Individual Retirement Account - IRA

  85. Individual Retirement Annuity

  86. Inherited IRA

  87. Integrated Pension Plan

  88. Involuntary Cash-Out

  89. IRA Adoption Agreement And Plan Document

  90. IRA Asset Will

  91. IRA Plan

  92. IRA Rollover

  93. IRA Transfer

  94. IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools And Certain Tax-Exempt Organizations

  95. IRS Publication 575

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

  97. IRS Publication 939

  98. Keogh Plan

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

  100. KSOP

Trading Center