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Financial terms in "Retirement and Pension"

1. Cafeteria Plan

2. summary annual report

3. 457 plan

4. Civil Service Retirement System (CSRS)

5. no-load

6. Rollover IRA

7. Qualified Professional Asset Manager (QPAM)

8. sequence risk

9. service credit

10. Collectible

11. defined contribution plan

12. accrued benefit

13. Financial planner

14. employer's contribution

15. summary plan description

16. Noncontributory pension plan

17. earnings cap

18. saver's tax credit

19. revoked IRA

20. personal pension plan

21. alternate payee

22. Federal Employee Retirement System (FERS)

23. voluntary contribution

24. stable value fund

25. 408(k) plan

26. TIAA-CREF

27. redeposit

28. Leveraged Employee Stock Ownership Plan (LESOP)

29. accelerated vesting

30. Cash or Deferred Arrangement

31. 90-age formula

32. 403(b) plan

33. forward averaging

34. deferred payment annuity

35. Front-End Load

36. extended IRA

37. term certain annuity

38. commission recapture

39. National Pensions Reserve Fund

40. Retirement Equity Act of 1984

41. non-contributory plan

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

43. target retirement fund

44. annuitization method

45. defined benefit plan

46. qualified distribution

47. early retirement

48. deferred account

49. straight life annuity

50. Roth IRA

51. Brokerage window

52. RMD

53. combination annuity

54. SARSEP

55. tax deferral

56. top hat plan

57. Required Minimum Distribution

58. IRA

59. actuarial assumption

60. FICA

61. retirement age

62. cliff vesting

63. collectively bargained plan

64. elective deferral contribution

65. tax-deferred

66. fixed annuitization method

67. catch-up contributions

68. same property rule

69. funded status

70. consulting actuary

71. designated Roth account

72. RRSP

73. term certain method

74. fixed amortization method

75. stock savings plan

76. Social Security

77. life expectancy

78. enrolled actuary

79. exclusion ratio

80. recalculation method

81. commutation right

82. four percent rule

83. minimum distribution

84. graduated vesting

85. hybrid pension plan

86. incidental benefit

87. minimum pension liability

88. survivor benefit

89. approved deposit fund

90. Flexible spending account

91. SPD

92. Variable Annuitization

93. Salary Reduction Simplified Employee Pension Plan

94. Annuity unit

95. electronic transfer account (ETA)

96. GUST restatement

97. Linsco Private Ledger (LPL)

98. SEP Plan

99. Pay-As-You-Go

100. SIMPLE 401(k) Plan

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

Featured term of the day

Definition / Meaning of

Self-insured Retention (SIR)

Categories: Insurance,

removed

Most popular terms

1. Act-as-one Provision
2. Ordinance Or Law Coverage
3. Margin Clause
4. Homeowners Policy Special Form 3 (HO 3)
5. Cash Balance Pension Plans
6. Separate Account Fund
7. Expiration Cycle
8. Stop Order
9. Health Insurance
10. Audit Committee

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