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. Basis

  49. Benefit Allocation Method

  50. Benefit Offset

  51. Benefits Payable Exclusion

  52. Blackout Period

  53. Blanket Appropriation

  54. Bleeding Edge Technology

  55. Bond Market Association (BMA) Swap

  56. Brand Loyalty

  57. Brokerage Window

  58. Budget

  59. Budgetary Slack

  60. Budget Committee

  61. Budget Manual

  62. Budget Planning Calendar

  63. Budget Surplus

  64. Budget Variance

  65. Bullet GIC

  66. Business Bondage

  67. CalPERS

  68. Canada Pension Plan - CPP

  69. Canada Savings Bond - CSB

  70. Capital Budgeting

  71. Capital Project

  72. Capital Rationing

  73. Cash Balance Pension Plan

  74. Cash Budget

  75. Cash Or Deferred Arrangement - CODA

  76. Catch-Up Contribution

  77. Chartered Retirement Planning Counselor - CRPC

  78. Chartered Retirement Plans Specialist (CRPS)

  79. Child Support

  80. Civil Service Retirement System - CSRS

  81. Clone Fund

  82. Commuted Value

  83. Commuting Expenses

  84. Competition-Driven Pricing

  85. Conduit IRA

  86. Consumption Smoothing

  87. Continuous Compounding

  88. Corporate Pension Plan

  89. Cost-of-Living Adjustment - COLA

  90. Cost Accounting

  91. Cost Control

  92. Cost Cutting

  93. Cost Of Savings Index - COSI Index

  94. Covered Earnings

  95. Credit For Qualified Retirement Savings Contribution

  96. Credit Repair

  97. Current Service Benefit

  98. DB(k) Plan

  99. Death Master File (DMF)

  100. Debt Buyer

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