Retirement
Retirement
- 401(a) plan
- 401(k) plan
- 403(b) plan
- 408(k) plan
- 457 plan
- accelerated vesting
- accrued benefit
- accumulated postretirement benefit obligation (APBO)
- accumulation unit
- active member
- active participant
- actual contribution percentage test (ACP test)
- actual deferral percentage (ADP)
- actuarial assumption
- actuarial equivalent
- additional voluntary contributions
- advance earned income credit
- after-tax contributions
- age-weighted plan
- alternate payee
- amortization method
- annuitant
- annuitize
- annuity
- annuity factor method
- annuity unit
- average contribution percentage
- average indexed monthly earnings (AIME)
- back-end load
- bank trust custodial account
- beneficiary
- benefit
- benefit offset
- benefits administration
- blackout period
- bundled plan
- cafeteria plan
- Cash or Deferred Arrangement
- cash-balance plan
- catch-up contributions
- Certified Senior Consultant (CSC)
- Chartered Retirement Planning Counselor (CRPC)
- Chartered Retirement Plans Specialist (CRPS)
- Civil Service Retirement System (CSRS)
- cliff vesting
- CODA
- collectible
- collectively bargained plan
- combination annuity
- commutation right
- conduit IRA
- consumption smoothing
- contingent pension liability
- contribution
- credit for qualified retirement savings contribution
- death benefit
- deemed IRA
- deferred account
- deferred annuity
- deferred compensation
- deferred payment annuity
- defined benefit plan
- defined contribution plan
- designated beneficiary
- designated Roth account
- Determination Letter
- direct rollover
- direct transfer
- discrimination testing
- early retirement
- early withdrawal penalty
- earned benefit
- Education IRA
- effective date of retirement
- elective deferral
- elective deferral contribution
- eligibility requirements
- eligible automatic contribution arrangement (EACA)
- employee contribution
- Employee Retirement Income Security Act of 1974
- employer matching contribution
- enrolled actuary
- equity-indexed annuity
- ERISA
- excess accumulation
- excess aggregate contribution
- excess benefit plan
- excess contribution
- excess deferral
- excess distribution
- exclusion ratio
- Federal Employee Retirement System (FERS)
- Federal Insurance Contributions Act
- FICA
- Fidelity Investments
- financial planner
- financial planning
- flexible benefit plan
- flexible spending account
- floor plan
- forward averaging
- front-end load
- frozen pension
- frozen plan
- full surrender
- fully funded
- fully vested
- funded pension plan
- funded status
- GIC
- graduated vesting
- group certificate
- group IRA
- Guaranteed Investment Contract
- GUST restatement
- highly compensated employee
- Hulbert Financial Digest
- hybrid annuity
- hybrid pension plan
- immediate payment annuity
- in-service withdrawal
- incidental benefit
- income replacement ratio
- indirect rollover
- individual policy pension trust
- Individual Retirement Account
- inherited IRA
- interest assumption
- investment policy
- IRA
- IRA adoption agreement and plan document
- IRA distributions
- IRA rollover
- IRA Transfer
- joint and survivor annuity
- joint life annuity
- Keogh Plan
- Leveraged Employee Stock Ownership Plan (LESOP)
- liability-driven investment (LDI)
- life annuity
- life expectancy method
- Lifelong Learning Plan
- Linsco Private Ledger (LPL)
- liquid net worth
- load
- locked-in retirement account (LIRA)
- long-term growth (LTG)
- longevity risk
- matching funds
- minimum pension liability
- money purchase pension plan
- Monthly Income Plan (MIP)
- National Pensions Reserve Fund
- National Social Security Fund
- National Welfare Fund
- negative election
- nest egg
- net unrealized appreciation
- non-contributory plan
- non-deductible IRA
- non-insured plan
- non-qualified retirement plan
- nondeductible contribution
- nonelective contribution
- nonforfeitable benefit
- nonperiodic distribution
- nonspouse beneficiary rollover
- normal retirement age
- OASDI
- old age, survivors, and disability insurance
- Old-Age and Survivors Insurance Trust Fund
- Ordinary Disability
- orphan plan
- overfunded pension plan
- participant-directed account
- party in interest
- PBGC
- pension
- pension adjustment reversal (PAR)
- pension benefit
- pension fund
- pension plan
- pension plan administrator
- pension reversion
- periodic payment plan
- PIMCO
- plan asset
- plan loan
- plan sponsor
- portability
- portfolio manager
- preretirement survivor annuity
- profit-sharing
- prosperity
- prototype plan
- Prudent Expert Act
- qualified automatic contribution arrangement (QACA)
- qualified distribution
- qualified joint and survivor annuity
- Qualified Pre-Retirement Survivor Annuity (QPSA)
- Qualified Professional Asset Manager (QPAM)
- qualified retirement plan
- qualified trust
- recalculation method
- recharacterization
- reconversion
- redemption fee
- Registered Pension Plan (RPP)
- Registered Retirement Savings Plan (RRSP)
- Required Minimum Distribution
- retire
- retirement
- retirement age
- Retirement Equity Act of 1984
- retirement plan
- retirement planning
- Retirement Protection Act of 1994
- retirement readiness
- retirement savings contributions credit
- RMD
- rollover
- Roth 401(k)
- Roth IRA
- rule 72(t)
- salary reduction
- Salary Reduction Simplified Employee Pension Plan
- SARSEP
- Savings Incentive Match Plan for Employees
- self-directed retirement account
- self-employed pension
- SEP Plan
- SEP-IRA
- separate account
- sequence risk
- service credit
- severance costs
- SIMPLE
- SIMPLE 401(k) Plan
- SIMPLE IRA
- Simplified Employee Pension IRA
- single-employer plan
- single-life annuity
- Single-Premium Deferred Annuity
- Social Security
- Social Security Act
- Social Security Tax
- SPD
- SPDA
- spousal IRA
- spousal rollover
- stable value fund
- Statement of Changes in Net Assets Available for Pension Benefits
- stock savings plan
- straight life annuity
- stretch IRA
- substantially equal periodic payment (SEPP)
- substantially equal periodic payments (SEPP)
- summary annual report
- Summary of Material Modifications
- summary plan description
- superannuation
- supplemental executive retirement plan (SERP)
- Supplemental Security Income
- surrender charge
- survivor benefit
- target retirement fund
- tax deferral
- tax sheltered annuity
- tax-deferred
- tax-deferred savings plan
- term certain method
- TIAA-CREF
- top hat plan
- transfer payments
- unfunded liability
- unfunded pension plan
- universal savings account
- Vanguard
- variable annuitization
- variable annuity
- vesting
- voluntary contribution
- wasting trust
- wraparound annuity
- year's maximum pensionable earnings (YMPE)