Definitions tagged as

Saving And Budgeting Retirement

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  1. 401(a) Plan

  2. 401(k) Plan

  3. 403(b) Plan

  4. 412(i) Plan

  5. 419(e) Welfare Benefit Plans

  6. 90-Age Formula

  7. Account History

  8. Account Statement

  9. Accrue

  10. Accrued Benefits

  11. Accrued Monthly Benefit

  12. Accumulated Benefit Obligation

  13. Accumulated Fund

  14. Accumulated Income Payments - AIP

  15. Accumulated Value

  16. Accumulation Period

  17. Accumulation Phase

  18. Active Participant Status

  19. Activity-Based Budgeting - ABB

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

  21. Actuarial Analysis

  22. Actuarial Science

  23. Additional Voluntary Contribution – AVC

  24. Administrative Expenses

  25. Administrative Services Only - ASO

  26. Advanced Funded Pension Plan

  27. Aggregate Level Cost Method

  28. Allocated Benefits

  29. Allocated Funding Instrument

  30. Allocation Of Plan Assets On Termination

  31. Alternate Transferee

  32. Alternative Minimum Cost Method

  33. Annual Addition

  34. Annual Budget

  35. Annuity Contract

  36. Annuity Ladder

  37. Anticipated Interest

  38. Applied Cost

  39. Applied Overhead

  40. Appropriation

  41. Assisted Living

  42. Auto Enrollment Plan

  43. Automatic Rollover

  44. Automatic Savings Plan

  45. Back-End Ratio

  46. Backdoor Roth IRA

  47. Balanced Budget

  48. Basic Income

  49. Basis

  50. Benefit Allocation Method

  51. Benefit Offset

  52. Benefits Payable Exclusion

  53. Blackout Period

  54. Blanket Appropriation

  55. Bleeding Edge Technology

  56. Bond Market Association (BMA) Swap

  57. Brand Loyalty

  58. Brokerage Window

  59. Budget

  60. Budgetary Slack

  61. Budget Committee

  62. Budget Manual

  63. Budget Planning Calendar

  64. Budget Surplus

  65. Budget Variance

  66. Bullet GIC

  67. Business Bondage

  68. CalPERS

  69. Canada Pension Plan - CPP

  70. Canada Savings Bond - CSB

  71. Capital Budgeting

  72. Capital Project

  73. Capital Rationing

  74. Cash Balance Pension Plan

  75. Cash Budget

  76. Cash Or Deferred Arrangement - CODA

  77. Catch-Up Contribution

  78. Chartered Retirement Planning Counselor - CRPC

  79. Chartered Retirement Plans Specialist (CRPS)

  80. Child Support

  81. Civil Service Retirement System - CSRS

  82. Clone Fund

  83. Commuted Value

  84. Commuting Expenses

  85. Competition-Driven Pricing

  86. Conduit IRA

  87. Consumption Smoothing

  88. Continuous Compounding

  89. Corporate Pension Plan

  90. Cost-of-Living Adjustment - COLA

  91. Cost Accounting

  92. Cost Control

  93. Cost Cutting

  94. Cost Of Savings Index - COSI Index

  95. Covered Earnings

  96. Credit For Qualified Retirement Savings Contribution

  97. Credit Repair

  98. Current Service Benefit

  99. DB(k) Plan

  100. Death Master File (DMF)

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