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Financial terms in "Retirement and Pension"

1. actuarial adjustment

2. tax deferral

3. employer's contribution

4. annuitization method

5. annuity factor method

6. wasting trust

7. agency matching contributions

8. indirect rollover

9. annuity certain

10. qualified automatic contribution arrangement (QACA)

11. financial planning

12. Recharacterization

13. contribution

14. combination annuity

15. fully vested

16. direct transfer

17. Chartered Retirement Plans Specialist (CRPS)

18. money purchase pension plan

19. SEP-IRA

20. excess distribution

21. portable pension

22. normal retirement age

23. Surrender Charge

24. designated Roth account

25. retirement annuity

26. preretirement survivor annuity

27. revoked IRA

28. annuitant

29. pension reversion

30. stock savings plan

31. summary plan description

32. interest assumption

33. Social Security

34. ERISA

35. benefit offset

36. Traditional IRA

37. income replacement ratio

38. nonelective contribution

39. allocation of plan assets on termination

40. Leveraged Employee Stock Ownership Plan (LESOP)

41. Roth 401(k)

42. 401(k) plan

43. self-directed retirement account

44. pension plan administrator

45. equity-indexed annuity

46. Rollover IRA

47. Active Participant

48. non-qualified retirement plan

49. Annuity unit

50. accumulation period

51. qualified distribution

52. Accumulation unit

53. joint-life payout

54. approved deposit fund

55. Surrender Period

56. Chartered Retirement Planning Counselor (CRPC)

57. electronic transfer account (ETA)

58. extended IRA

59. commutation right

60. Buyout

61. certain annuity

62. flexible benefit plan

63. self-employed pension

64. golden boot

65. vesting

66. retirement age

67. frozen plan

68. OASDI

69. Automatic enrollment

70. elective deferral

71. Certified Senior Consultant (CSC)

72. minimum distribution

73. Independent 401(k)

74. retirement plan

75. graduated pension scheme

76. Noncontributory pension plan

77. liquid net worth

78. voluntary contribution

79. reversionary annuity

80. Social Security Act

81. commission recapture

82. National Insurance

83. term certain annuity

84. immediate annuity

85. Fidelity Investments

86. qualified annuity

87. IRA rollover

88. reconversion

89. Roth option

90. minimum pension liability

91. deferred account

92. Supplemental Security Income

93. earnings-related pension

94. CODA

95. Old-Age and Survivors Insurance Trust Fund

96. benefit

97. early retirement

98. TIAA-CREF

99. saver's tax credit

100. RMD

Note: Maximum 100 records reached. Please narrow your search.

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