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Financial terms in "Retirement and Pension"

1. locked-in retirement account (LIRA)

2. designated Roth account

3. actuarial adjustment

4. pension benefit

5. IRA Transfer

6. service credit

7. Lifelong Learning Plan

8. individual policy pension trust

9. annuity factor method

10. funded pension plan

11. reversionary annuity

12. alternate payee

13. straight life annuity

14. Surrender Period

15. overcontribution

16. Qualified Professional Asset Manager (QPAM)

17. Superannuation

18. qualified annuity

19. Inherited IRA

20. Conversion

21. spousal beneficiary rollover

22. longevity risk

23. Financial planner

24. life expectancy

25. distress termination

26. elective deferral

27. frozen pension

28. after-tax contributions

29. Fidelity Investments

30. matured RRSP

31. life annuity

32. Annuity unit

33. National Welfare Fund

34. Required beginning date (RBD)

35. money purchase pension plan

36. IRA rollover

37. tax-deferred

38. deferred group annuity

39. Determination Letter

40. sequence risk

41. Nonqualified annuity

42. Catch-up contribution

43. active member

44. graduated vesting

45. Perpetuity

46. fully vested

47. Roth IRA

48. non-qualified retirement plan

49. Old-Age and Survivors Insurance Trust Fund

50. Heroes Earned Retirement Opportunities Act (HERO)

51. contribution

52. accumulation period

53. Social Security Act

54. survivor benefit

55. Cash or Deferred Arrangement

56. nonperiodic distribution

57. full surrender

58. qualified plan

59. qualified joint and survivor annuity

60. tax deferral

61. CODA

62. indirect rollover

63. extended IRA

64. retirement annuity

65. Government-Sponsored Retirement Arrangement (GSRA)

66. Savings Incentive Match Plan for Employees

67. group IRA

68. minimum distribution

69. additional voluntary contributions

70. same property rule

71. defined benefit plan

72. Retirement Equity Act of 1984

73. ERISA

74. Federal Employee Retirement System (FERS)

75. eligibility requirements

76. blackout period

77. income replacement ratio

78. summary annual report

79. Federal Insurance Contributions Act

80. annuitization method

81. term certain annuity

82. annuitant

83. 412(i) plan

84. SEP-IRA

85. RMD

86. Traditional IRA

87. commission recapture

88. SIMPLE

89. Deferred annuity

90. SPD

91. IRA distributions

92. earnings cap

93. portable pension

94. early retirement

95. Load

96. pension reversion

97. OASDI

98. incidental benefit

99. plan asset

100. Certified Senior Consultant (CSC)

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

Featured term of the day

Definition / Meaning of

Homeowners Policy Special Form 3 (HO 3)

Categories: Insurance,

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