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Financial terms in "Retirement and Pension"

1. service credit

2. group IRA

3. joint life annuity

4. 401(a) plan

5. annuitization method

6. Integrated pension plan

7. Perpetuity

8. Cafeteria Plan

9. systematic withdrawal schedule

10. distress termination

11. 412(i) plan

12. salary reduction

13. Linsco Private Ledger (LPL)

14. money purchase pension plan

15. CODA

16. SIMPLE

17. spousal rollover

18. agency automatic contributions

19. antique

20. contingent pension liability

21. Retirement Equity Act of 1984

22. qualified distribution

23. Heroes Earned Retirement Opportunities Act (HERO)

24. SEP Plan

25. commutation right

26. Chartered Retirement Planning Counselor (CRPC)

27. longevity risk

28. combination annuity

29. universal savings account

30. RRSP

31. income replacement ratio

32. nonforfeitable benefit

33. stable value fund

34. negative election

35. Supplemental Security Income

36. Old-Age and Survivors Insurance Trust Fund

37. Annuity unit

38. OASDI

39. TIAA-CREF

40. Pension Fund

41. SPDA

42. non-contributory plan

43. actuarial adjustment

44. reconversion

45. IRA rollover

46. Traditional IRA

47. actuarial assumption

48. IRA Transfer

49. RMD

50. recalculation method

51. Money purchase plan

52. agency matching contributions

53. financial planning

54. tax-deferred

55. Collectible

56. Pension Benefit Guaranty Corporation

57. FICA

58. net unrealized appreciation

59. electronic transfer account (ETA)

60. Federal Employee Retirement System (FERS)

61. overcontribution

62. Determination Letter

63. cliff vesting

64. SIMPLE 401(k) Plan

65. interest assumption

66. early retirement

67. qualified annuity

68. reversionary annuity

69. summary plan description

70. minimum distribution

71. extended IRA

72. summary annual report

73. Conduit IRA

74. defined benefit plan

75. old age, survivors, and disability insurance

76. Required Minimum Distribution

77. SARSEP

78. registered retirement income fund

79. Hulbert Financial Digest

80. qualified trust

81. same property rule

82. average contribution percentage

83. Required beginning date (RBD)

84. benefit

85. retirement income fund (RIF)

86. equity-indexed annuity

87. contributions holiday

88. consumption smoothing

89. GUST restatement

90. group certificate

91. Statement of Changes in Net Assets Available for Pension Benefits

92. retirement plan

93. beneficiary

94. Roth IRA

95. Annuity

96. Financial planner

97. enrolled actuary

98. qualified automatic contribution arrangement (QACA)

99. Death Benefit

100. graduated pension scheme

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

Featured term of the day

Definition / Meaning of

Pension Protection Act Of 2006

Categories: Insurance,

removed

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10. Covenant Not To Sue

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