Retirement

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  1. Pension Risk Transfer

    Pension risk transfer is when a defined benefit pension provider offloads the risk and retirement payment liabilities to ...
  2. Next Target for Lobbyists: SEC Best Interest Rule

    The same interest groups and lobbyists that worked to take down the fiduciary rule are now taking aim at the new SEC's proposed ...
  3. SEO (Search Engine Optimization)

    SEO (Search Engine Optimization) aims to draw the greatest amount of traffic possible to a website by bringing it to the ...
  4. A Couple's Guide to Healthcare Costs in Retirement

    Most health-expense planning is based on the individual, but couples can learn how to enjoy retirement without worrying about ...
  5. How to Live Off Your Dividends

    One way to enhance your retirement income is to invest in dividend paying stocks and mutual funds.
  6. Underfunded Pension Plan

    An underfunded pension plan is a company retirement plan that has more liabilities than assets.
  7. Unfunded Pension Plan

    An unfunded pension plan is an employer-managed retirement plan that uses the employer's current income to fund pension payments ...
  8. Cash Balance Pension Plan

    A cash balance pension plan is when an employer credits a participant's pension account with a set percentage of their yearly ...
  9. Next Generation Fixed Income (NGFI)

    Next generation fixed income, or NGFI, describes a contemporary method of leveraging all factors of return across the spectrum ...
  10. CRM2

    CRM2 refers to rules for Canadian investment dealers and advisors that require greater transparency about the cost and performance ...
  11. Best-Interest Contract Exemption (BICE)

    The best-interest contract exemption (BICE) allowed fiduciaries to be paid in ways that were otherwise prohibited, such as ...
  12. Investment Objective

    An investment objective is a client information form used by asset managers that aids in determining the optimal portfolio ...
  13. Clients Underestimate the Need for Emergency Fund

    Coming up with an emergency savings fund is a crucial for financial planning, but advisors say getting clients to contribute ...
  14. Building Activity Indicators

    Building activity indicators are economic reports that provide insights into demand for residential, commercial and industrial ...
  15. Sticky Deal

    Sticky deal is an issuance of new securities that is met with weak demand because of concerns like economic weakness or problems ...
  16. 6 Big Bank Stocks May Face More Pain Ahead

    Big U.S. bank stocks are down in 2018 while the S&P 500 is up.
  17. Robo Tax Loss Harvesting

    Robo tax-loss harvesting is the automated selling of securities in a portfolio to deliberately incur losses to offset any ...
  18. Commission

    A commission is a service charge assessed by a broker or investment advisor in return for providing investment advice and/or ...
  19. TIAA

    TIAA is a nonprofit organization that provides investment and insurance services for those working in education, medicine, ...
  20. Will A Systematic Withdrawal Plan Work For You?

    Check out the particulars of a systematic withdrawal plan, or SWP, to see if it's the right choice for your retirement.
  21. ASC X9

    ASC X9 was established by the American National Standards Institute to develop, establish, maintain and promote financial ...
  22. Libel

    Libel is publishing a statement about someone in written form or via broadcast that is untrue and would harm the reputation ...
  23. SEC Form N-54C

    SEC Form N-54C is a form completed by an investment company in order to withdraw its voluntary election to be regulated as ...
  24. SEC Form S-4EF

    SEC Form S-4EF is required when forming a savings bank, savings and loan or similar financial institution that issues securities ...
  25. SEC Form U-5S

    SEC Form U-5S is a filing with the Securities and Exchange Commission (SEC) that had to be filed annually by every registered ...
  26. SEC Form U-13E-1

    SEC Form U-13E-1 is for a report that must be filed with the SEC by any affiliate service company or other that provides ...
  27. SEC Form 8-B12G

    SEC Form 8-B12G is a filing with the Securities and Exchange Commission (SEC) concerning the registration of securities of ...
  28. SEC Form 8-K15D5

    SEC Form 8-K15D5 is for an initial filing for the notification of assumption of duty to report by successor issue under Section ...
  29. Tip From A Dip

    A tip from a dip is advice from a person who claims to have inside information that will materially impact a stock's price, ...
  30. SEC Form NSAR-BT

    SEC Form NSAR-BT is used for an annual SEC filing that registered investment management companies make as part of their NSAR ...
  31. SEC Form R31

    Securities exchanges and associations use SEC Form R31 to report transactions for determining fees due to the SEC for the ...
  32. SEC Form T-4

    SEC Form T-4 is an application for exemption from certain sections of the Trust Indenture Act that must be filed with the ...
  33. British Columbia Securities Commission (BCSC)

    The British Columbia Securities Commission is an independent government agency responsible for regulating securities trading ...
  34. Pre-Syndicate Bid

    A pre-syndicate bid is entered into the Nasdaq system to stabilize the price of a security prior to the effective date of ...
  35. Alberta Securities Commission (ASC)

    The Alberta Securities Commission (ASC) is a provincial regulatory agency that is responsible for administering the province ...
  36. Earnings Before Interest & Tax - EBIT

    Earnings before interest and taxes is an indicator of a company's profitability calculated as revenue minus expenses, excluding ...
  37. National Market System Plan (NMSP)

    The national market system plan is a nationwide system used in the United States for the selection and reservation of securities ...
  38. SEC Form NSAR-AT

    SEC Form NSAR-AT is a semi-annual filing with the SEC that registered investment companies make as part of their NSAR form ...
  39. Living and Death Benefit Riders: How Do They Work?

    Find out how living and death benefit riders work, and which type is right for you.
  40. SEC Form ADV-H

    An application for either a temporary or continuing hardship exemption previously granted by the SEC. The form contains identifying ...
  41. SEC Form 8-K12G3

    SEC Form 8-K12G3 is an initial filing for the notification of securities of successor issuers deemed to register pursuant ...
  42. Senior Registered Options Principal (SROP)

    A senior registered options principal is an officer or partner of an options trading firm, who supervises options exposure ...
  43. Who Are Starbucks’ Main Competitors? (SBUX)

    Examine the current state of Starbucks in relation to its major competitors in the coffee shop business, including Dunkin' ...
  44. Who Are Accenture's Main Competitors? (ACN)

    Discover the background and services offered by Accenture, along with the history and services offered by Accenture's largest ...
  45. How to Retire a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  46. Capital Strike

    A capital strike is the refusal of businesses to invest in a particular sector of the economy or in the economy as a whole.
  47. Pension Maximization

    Pension maximization is a risky retirement strategy for couples that seeks to secure the best annuity payout and balance ...
  48. Commissioner Of Banking

    A commissioner of banking is a commissioner that oversees all of the banks in a state.
  49. Market Performance Committee

    The Market Performance Committee consists of members and allied members of the New York Stock Exchange (NYSE) who monitor ...
  50. Negative Directional Indicator (-DI)

    A negative directional indicator is a component of the average directional index (ADX) that is used to measure the presence ...
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