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. Auto Enrollment Plan

  42. Automatic Rollover

  43. Automatic Savings Plan

  44. Back-End Ratio

  45. Backdoor Roth IRA

  46. Balanced Budget

  47. Basis

  48. Benefit Allocation Method

  49. Benefit Offset

  50. Benefits Payable Exclusion

  51. Blackout Period

  52. Blanket Appropriation

  53. Bleeding Edge Technology

  54. Bond Market Association (BMA) Swap

  55. Brand Loyalty

  56. Brokerage Window

  57. Budget

  58. Budgetary Slack

  59. Budget Committee

  60. Budget Manual

  61. Budget Planning Calendar

  62. Budget Surplus

  63. Budget Variance

  64. Bullet GIC

  65. Business Bondage

  66. CalPERS

  67. Canada Pension Plan - CPP

  68. Canada Savings Bond - CSB

  69. Capital Budgeting

  70. Capital Project

  71. Capital Rationing

  72. Cash Balance Pension Plan

  73. Cash Budget

  74. Cash Or Deferred Arrangement - CODA

  75. Catch-Up Contribution

  76. Chartered Retirement Planning Counselor - CRPC

  77. Chartered Retirement Plans Specialist (CRPS)

  78. Child Support

  79. Civil Service Retirement System - CSRS

  80. Clone Fund

  81. Commuted Value

  82. Commuting Expenses

  83. Competition-Driven Pricing

  84. Conduit IRA

  85. Consumption Smoothing

  86. Continuous Compounding

  87. Corporate Pension Plan

  88. Cost Accounting

  89. Cost Control

  90. Cost Cutting

  91. Cost Of Living Adjustment - COLA

  92. Cost Of Savings Index - COSI Index

  93. Covered Earnings

  94. Credit For Qualified Retirement Savings Contribution

  95. Credit Repair

  96. Current Service Benefit

  97. DB(k) Plan

  98. Death Master File (DMF)

  99. Debt Buyer

  100. Debt Consolidation

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