Retirement Plan Terms

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  1. Money-Purchase Pension Plan

  2. Money-Purchase Provisions

  3. Monthly Income Plan - MIP

  4. Municipal Investment Trust

  5. Mutual Will

  6. myRA

  7. Naked Trust

  8. Named Beneficiary

  9. National Association Of Estate Planners And Councils - NAEPC

  10. National Pensions Reserve Fund

  11. National Social Security Fund (China)

  12. Needs Approach

  13. Net Unrealized Appreciation - NUA

  14. New Zealand Superannuation Fund

  15. Next Of Kin

  16. No-Load Annuity

  17. Non-Qualified Distribution

  18. Non-Qualified Plan

  19. Non-Spouse Beneficiary Rollover

  20. Nondiscrimination Rule

  21. Nonelective Contribution

  22. Nonperiodic Distribution

  23. Normal Retirement Age - NRA

  24. Notarize

  25. Notary

  26. Notice Of Assessment - NOA

  27. Nuncupative Will

  28. Nursing Home Placement Service

  29. Nursing Home Resident Trust Fund

  30. Ontario Teachers' Pension Plan Board - OTPPB

  31. Opt-Out Plan

  32. Oral Will

  33. Ordering Rules

  34. Ordinary Annuity

  35. Other Post-Retirement Benefits

  36. Outside Earnings

  37. Overcontribution

  38. Overfunded Pension Plan

  39. Overwithholding

  40. Past Service

  41. Pay As You Go Pension Plan

  42. Pay Yourself First

  43. Payable On Death - POD

  44. Pension Adjustment - PA

  45. Pension Adjustment Reversal - PAR

  46. Pension Benefit Guaranty Corporation - PBGC

  47. Pension Benefit Obligation - PBO

  48. Pension Maximization

  49. Pension Option

  50. Pension Pillar

  51. Pension Plan

  52. Pension Plan Administrator

  53. Pension Protection Act Of 2006 - PPA

  54. Pension Risk Transfer

  55. Pension Shortfall

  56. Pensionable Service

  57. Per Stirpes

  58. Peri-Retirement

  59. Permanent Wyoming Mineral Trust Fund - PWMTF

  60. Personal Financial Advisor

  61. Personal Representative

  62. Personal Trust

  63. Phase Out

  64. Phased Retirement

  65. Phases Of Retirement

  66. Plan Participant

  67. Pop-Up Option

  68. Portability

  69. Portable Benefits

  70. Possibility Of Failure (POF) Rates

  71. Post-Retirement Risk

  72. Pour-Over Will

  73. Premature Distribution

  74. Present Value Interest Factor Of Annuity - PVIFA

  75. Present Value Of An Annuity

  76. Primary Beneficiary

  77. Private Annuity

  78. Probate

  79. Probate Court

  80. Provident Fund

  81. Prudent Expert Act

  82. Purchased Service

  83. Qualified Acquisition Cost

  84. Qualified Annuity

  85. Qualified Automatic Contribution Arrangements - QACAs

  86. Qualified Distribution

  87. Qualified Joint And Survivor Annuity - QJSA

  88. Qualified Longevity Annuity Contract (QLAC)

  89. Qualified Personal Residence Trust – QPRT

  90. Qualified Pre-Retirement Survivor Annuity - QPSA

  91. Qualified Reservist

  92. Qualified Retirement Plan

  93. Qualified Terminable Interest Property (QTIP) Trust

  94. Qualified Trust

  95. Qualifying Annuity

  96. Qualifying Domestic Trust - QDOT

  97. Qualifying Investment

  98. Recharacterization

  99. Reconversion

  100. Redemption Suspension

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