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Retirement Plan Terms

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  1. 401(a) Plan

  2. 401(k) Plan

  3. 403(b) Plan

  4. 408(k) Plan

  5. 412(i) Plan

  6. 5 by 5 Power in Trust

  7. 90-Age Formula

  8. A-B Trust

  9. Abeyance

  10. Absolute Beneficiary

  11. Acceptance of Office By Trustee

  12. Accrued Benefits

  13. Accrued Monthly Benefit

  14. Active Participant Status

  15. Active Trust

  16. Activities of Daily Living - ADL

  17. Actual Deferral Percentage / Actual Contribution Percentage - ADP/ACP Test

  18. Actuarial Balance

  19. Actuarial Deficit

  20. Additional Voluntary Contribution (AVC)

  21. Adjusted Gross Estate

  22. Administration Bond

  23. Advance Funded Pension Plan

  24. After-Tax Contribution

  25. Agency by Necessity

  26. Aggregate Level Cost Method

  27. Alaska Trust Act

  28. Allocated Benefits

  29. Allocated Funding Instrument

  30. Allocation Of Plan Assets On Termination

  31. Alternate Beneficiary

  32. Alternative Minimum Cost Method

  33. Annual Addition

  34. Annual Exclusion

  35. Annuitant

  36. Annuitization

  37. Annuitization Method

  38. Annuitization Phase

  39. Annuity

  40. Annuity Certain

  41. Annuity Consideration

  42. Annuity Contract

  43. Annuity Due

  44. Annuity Factor Method

  45. Annuity in Advance

  46. Annuity in Arrears

  47. Annuity Ladder

  48. Annuity Method of Depreciation

  49. Annuity Table

  50. Annuity Unit

  51. Asset Protection Trust

  52. Asset Retirement Obligation

  53. Assisted Living

  54. Auto Enrollment Plan

  55. Automatic Rollover

  56. Automatic Savings Plan

  57. Autonomous Consumption

  58. Backdoor Roth IRA

  59. Balanced Budget

  60. Bank Trust Custodial Account

  61. Bankruptcy Trustee

  62. Basic Income

  63. Beneficial Interest

  64. Beneficiary

  65. Beneficiary Clause

  66. Benefit Allocation Method

  67. Benefit Offset

  68. Bequest

  69. Bitcoin IRA

  70. Board Certified In Estate Planning - BCE

  71. Bullet GIC

  72. CalPERS

  73. Canada Pension Plan (CPP)

  74. Canadian Royalty Trust (CanRoy)

  75. Capital Transfer Tax

  76. Carryover Basis

  77. Cash Balance Pension Plan

  78. Cash or Deferred Arrangement (CODA)

  79. Cash Refund Annuity

  80. Catch-Up Contribution

  81. Certified Annuity Specialist - CAS

  82. Certified Financial Planner - CFP

  83. Certified Insolvency And Restructuring Accountant - CIRA

  84. Charitable Gift Annuity

  85. Charitable Lead Trust

  86. Charitable Remainder Annuity Trust

  87. Charitable Remainder Trust

  88. Chartered Retirement Planning Counselor (CRPC)

  89. Chartered Retirement Plans Specialist (CRPS)

  90. Chartered Trust And Estate Planner

  91. Civil Service Retirement System - CSRS

  92. Clifford Trust

  93. Codicil

  94. Commissioners' Annuity Reserve Valuation Method - CARVM

  95. Conduit IRA

  96. Contingent Annuitant

  97. Contingent Beneficiary

  98. Continuing Care Retirement Community

  99. Corporate Pension Plan

  100. Covered Earnings

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