Retirement Plan Terms

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  1. 401(a) Plan

  2. 401(k) Plan

  3. 403(b) Plan

  4. 408(k) Plan

  5. 412(i) Plan

  6. 5 By 5 Power In Trust

  7. 90-Age Formula

  8. A-B Trust

  9. Abeyance

  10. Absolute Beneficiary

  11. Acceptance Of Office By Trustee

  12. Accrued Benefits

  13. Accrued Monthly Benefit

  14. Active Participant Status

  15. Active Trust

  16. Activities of Daily Living - ADL

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

  18. Actuarial Balance

  19. Actuarial Deficit

  20. Additional Voluntary Contribution – AVC

  21. Adjusted Gross Estate

  22. Administration Bond

  23. Advanced Funded Pension Plan

  24. Agency By Necessity

  25. Aggregate Level Cost Method

  26. Alaska Trust Act

  27. Allocated Benefits

  28. Allocated Funding Instrument

  29. Allocation Of Plan Assets On Termination

  30. Alternate Beneficiary

  31. Alternative Minimum Cost Method

  32. Annual Addition

  33. Annual Exclusion

  34. Annuitant

  35. Annuitization

  36. Annuitization Method

  37. Annuitization Phase

  38. Annuity

  39. Annuity Certain

  40. Annuity Consideration

  41. Annuity Contract

  42. Annuity Due

  43. Annuity Factor Method

  44. Annuity in Advance

  45. Annuity in Arrears

  46. Annuity Ladder

  47. Annuity Method of Depreciation

  48. Annuity Table

  49. Annuity Unit

  50. Asset Protection Trust

  51. Asset Retirement Obligation

  52. Assisted Living

  53. Auto Enrollment Plan

  54. Automatic Rollover

  55. Automatic Savings Plan

  56. Autonomous Consumption

  57. Backdoor Roth IRA

  58. Balanced Budget

  59. Bank Trust Custodial Account

  60. Bankruptcy Trustee

  61. Basic Income

  62. Beneficial Interest

  63. Beneficiary

  64. Beneficiary Clause

  65. Benefit Allocation Method

  66. Benefit Offset

  67. Bequest

  68. Board Certified In Estate Planning - BCE

  69. Bullet GIC

  70. CalPERS

  71. Canada Pension Plan - CPP

  72. Canadian Royalty Trust - CANROY

  73. Carryover Basis

  74. Cash Balance Pension Plan

  75. Cash Or Deferred Arrangement - CODA

  76. Cash Refund Annuity

  77. Catch-Up Contribution

  78. Certified Annuity Specialist - CAS

  79. Certified Financial Planner - CFP

  80. Certified Insolvency And Reorganization Accountant - CIRA

  81. Charitable Gift Annuity

  82. Charitable Lead Trust

  83. Charitable Remainder Annuity Trust

  84. Charitable Remainder Trust

  85. Chartered Retirement Planning Counselor (CRPC)

  86. Chartered Retirement Plans Specialist (CRPS)

  87. Chartered Trust And Estate Planner

  88. Civil Service Retirement System - CSRS

  89. Clifford Trust

  90. Codicil

  91. Commissioners' Annuity Reserve Valuation Method - CARVM

  92. Conduit IRA

  93. Contingent Annuitant

  94. Contingent Beneficiary

  95. Continuing Care Retirement Community

  96. Corporate Pension Plan

  97. Covered Earnings

  98. Crummey Power

  99. Crummey Trust

  100. Current Service Benefit

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