Glossary of Retirement Plan Terms
You should review the entire current Retirement Fund SPD and any subsequent Benefits Updates to more fully understand these terms and how they are applied ( ...
Glossary | Robert Kaplan, CFP®
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 - Global Advisor Group
A tax-favored retirement plan that is sponsored by an employer. Among the more common employer-sponsored retirement plans are 401(k) plans, 403(b) plans, ...
Investment Terms Glossary - Morgan Wilshire
A qualified retirement plan under which a retiring employee will receive a guaranteed retirement fund, usually payable in installments. Annual contributions may ...
Glossary | Gramercy Park Wealth Advisors
A qualified retirement plan available to eligible employees of companies. 401(k) plans allow eligible employees to defer taxation on a specific percentage of ...
Term Glossary - Clayton Financial Group
Term Glossary · 401(k). Employer Retirement Plan. · 529 Plan. Savings on College Expenses · ADV (Uniform Application for Investment Adviser Registration). The ...
Glossary of Financial Terms - Plancorp
The Employee Retirement Income Security Act (ERISA) was enacted in 1974 and estatblishes standards for employer-sponsored pension plans and retirement plans ( ...
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 Financial Terms | Mutual of America
That's why the retirement income you receive from a defined benefit plan each year, usually in monthly installments, is called a pension annuity. But an annuity ...
Glossary for Retirement Plan Provisions for Private Industry Workers ...
An employee's retirement age, length of service, and preretirement earnings may affect the benefits received. Definitions, key provisions, and related terms ...
Glossary Of Terms - Key Industry Phrases - IRA Financial Group
The Employee Retirement Income Security Act (ERISA) came into effect in 1974. This is when IRAs came about, also known as the Individual ...
Glossary | Retirement Plan Professionals
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 Terms - Indiana Securities Division
Investing Terminology ; IRA. Individual Retirement Account. An investment account in which a person can set aside income up to a specified amount each year and ...
Glossary of Terms - hold | IAM BTF
A benefit plan which provides you a known monthly lifetime benefit at retirement based on a formula which typically includes a set dollar amount for each year ...
Sample Glossary of Investment Terms May Assist ERISA Plans with ...
... plans to disclose investment-related information, including a glossary, to retirement plan participants starting in the spring of 2012.
A retirement plan under which the annual contributions made by the employer or employee are defined. Benefits may vary depending on the performance of the ...
Annuities Glossary - Insured Retirement Institute (IRI)
An employer-administered retirement plan in which the contribution, rather than the benefit, is defined. Under a 401(k) type of defined contribution plan, the ...
Glossary | , Short Hills NJ - | 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 ...
Curious about the terminology in some of our reports and documents? Browse through our glossary of terms below for helpful pension and investment related ...
Glossary | , Akron OH | 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 ...