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. Automatic Rollover

  42. Automatic Savings Plan

  43. Back-End Ratio

  44. Balanced Budget

  45. Basis

  46. Benefit Allocation Method

  47. Benefit Offset

  48. Benefits Payable Exclusion

  49. Blackout Period

  50. Blanket Appropriation

  51. Bleeding Edge Technology

  52. Bond Market Association (BMA) Swap

  53. Brand Loyalty

  54. Brokerage Window

  55. Budget

  56. Budgetary Slack

  57. Budget Committee

  58. Budget Manual

  59. Budget Planning Calendar

  60. Budget Surplus

  61. Budget Variance

  62. Bullet GIC

  63. Business Bondage

  64. CalPERS

  65. Canada Pension Plan - CPP

  66. Canada Savings Bond - CSB

  67. Capital Budgeting

  68. Capital Project

  69. Capital Rationing

  70. Cash Balance Pension Plan

  71. Cash Budget

  72. Cash Or Deferred Arrangement - CODA

  73. Catch-Up Contribution

  74. Chartered Retirement Planning Counselor - CRPC

  75. Chartered Retirement Plans Specialist (CRPS)

  76. Child Support

  77. Civil Service Retirement System - CSRS

  78. Clone Fund

  79. Commuted Value

  80. Commuting Expenses

  81. Competition-Driven Pricing

  82. Conduit IRA

  83. Consumption Smoothing

  84. Continuous Compounding

  85. Corporate Pension Plan

  86. Cost Accounting

  87. Cost Control

  88. Cost Cutting

  89. Cost Of Living Adjustment - COLA

  90. Cost Of Savings Index - COSI Index

  91. Covered Earnings

  92. Credit For Qualified Retirement Savings Contribution

  93. Credit Repair

  94. DB(k) Plan

  95. Death Master File (DMF)

  96. Debt Buyer

  97. Debt Consolidation

  98. Debt Service

  99. Deferred Account

  100. Deferred Payment Annuity

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