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Glossary of Retirement Plan Terms


Glossary - Teachers' Retirement System

Defined-Benefit Plan - A retirement plan, such as TRS' QPP, that guarantees a retirement allowance to participants and is typically based on the participants' ...

Glossary of terms - Pension Financial Services

A defined contribution plan does not promise a specific benefit at retirement, but does provide regular, set contributions to a pension fund. Defined ...

Retirement Planning Terms and Definitions | NEA Member Benefits

A provision that allows you to take a withdrawal from a qualified retirement plan before age 59-1/2 for certain IRS-defined financial hardships, providing you ...

401k Glossary - 1031 Exchange Place

Our glossary is designed to help you navigate the world of 401k plans by breaking down complex terms and concepts into clear, concise explanations. From ...

Glossary | THRIVE Financial Planning

A qualified retirement plan available to eligible employees of companies. 401(k) plans allow eligible employees to defer taxation on a specific percentage of ...

Glossary | , Bethesda MD - | Wells Fargo Advisors

A defined contribution plan that may be established by a company for retirement. Employees may allocate a portion of their salaries into this plan, and ...

Retirement Plan Glossary - Corebridge Financial

Contributions made by the employer for an employee based upon the terms of the plan document. These contributions are often referred to a matching, basic, ...

Glossary of Terms - Qualified Plan Administrators, Inc.

benefits - Amounts payable to or on behalf of a retirement plan participant or beneficiary under the terms of the plan. The term "benefits" also includes ...

Glossary - Individuals and Families - Symetra

A savings program that allows employees to set aside tax-deferred income for retirement, thereby reducing current federal taxes. 403(b) plan. A retirement ...

PENSION ACRONYMS

PENSION GLOSSARY OF TERMS. • 401(k) Plan: A defined contribution plan ... Early Retirement: A retirement plan provision that allows an employee to retire before ...

Glossary | Heartland Investments

A qualified retirement plan available to eligible employees of companies. 401(k) plans allow eligible employees to defer taxation on a specific percentage of ...

Glossary of pension terms - pensionsauthority

In relation to a pension scheme, it means the value placed on pension scheme benefits by the pension scheme actuary which involves estimating the amount and ...

Retirement Planning Terminology: 10 Terms You Need To Know

Could not load video · 1. Dollar-Cost Averaging. In an ideal world, you would be able to buy stocks and other assets when their prices are low ...

Glossary | Summit Group Retirement Planners, Inc.

A qualified retirement plan available to eligible employees of companies. 401(k) plans allow eligible employees to defer taxation on a specific percentage of ...

Glossary of Pension Terms, The Retirement Team

In a Defined Contribution Plan, the employee bears the risk of investment gains and losses, not the employer. Compare with Defined Benefit Plan. See Plan ...

Glossary | Alliant Retirement and Investment Services

A qualified retirement plan available to eligible employees of companies. 401(k) plans allow eligible employees to defer taxation on a specific percentage of ...

Glossary | BCG - Benefit Consultants Group

A defined benefit plan provides a specific income for retired employees, either as a lump sum or as a pension, or lifetime annuity. The pension amount usually ...

Financial Terms Dictionary | PensionBee (US)

An employer-sponsored plan is a benefit plan provided to employees that aids in saving for retirement. These plans are funded through deductions from the ...

Financial Literacy Terms Glossary

A 401(k) Plan is an employer-sponsored, salary reduction and qualified retirement plan that allows employees to defer paying current federal income taxes.

Scarborough Alliance Group Glossary - PlanMember

Distribution: Withdrawal of assets from a qualified employer sponsored retirement plan or IRA. Diversification: The act of spreading your money across a range ...