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Financial terms in "Retirement and Pension"

1. contribution

2. top hat plan

3. accrued benefit

4. life expectancy

5. joint life annuity

6. defined contribution plan

8. annuitization method

10. Flexible spending account

11. Social Security Tax

12. survivor benefit

13. SPD

14. pension benefit

15. Noncontributory pension plan

16. benefits administration

17. excess distribution

18. voluntary contribution

20. deferred compensation

21. accumulated postretirement benefit obligation (APBO)

22. qualified automatic contribution arrangement (QACA)

24. Single-Premium Deferred Annuity

25. retirement planning

26. year's maximum pensionable earnings (YMPE)

27. excess deferral

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

29. Supplemental Security Income

30. direct transfer

31. agency matching contributions

32. accumulation period

33. tax-deferred

34. flexible benefit plan

35. earnings cap

36. Qualified Professional Asset Manager (QPAM)

37. qualified trust

39. stretch IRA

40. electronic transfer account (ETA)

41. National Insurance

42. IRA distributions

43. reconversion

44. non-contributory plan

45. elective deferral

47. same property rule

48. annuitization phase

49. fixed annuitization method

50. Money purchase plan

51. pension reversion

52. Chartered Retirement Planning Counselor (CRPC)

53. Front-End Load

55. Lifelong Learning Plan

56. life annuity

57. hybrid pension plan

58. money purchase pension plan

60. graduated vesting

61. allocation of plan assets on termination

62. portable pension

63. systematic withdrawal schedule

65. financial planning

66. IRA rollover

67. actuarial adjustment

68. Chartered Retirement Plans Specialist (CRPS)

69. severance costs

70. beneficiary

71. IRA Transfer

72. Social Security

73. negative election

74. reversionary annuity

75. overcontribution

76. wasting trust

77. term certain annuity

78. SIMPLE 401(k) Plan

79. age-weighted plan

80. graduated pension scheme

81. sequence risk

82. full surrender

84. exclusion ratio

85. CODA

86. stable value fund

87. NI

88. Prudent Expert Act

89. contributions holiday

90. pension adjustment reversal (PAR)

91. Superannuation

92. income replacement ratio

93. salary reduction

94. Conduit IRA

95. designated beneficiary

96. extended IRA

97. group certificate

98. net unrealized appreciation

100. 412(i) plan

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

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