Glossary of Retirement Plan Terms
401(k) Glossary: Guide to Retirement Terminology - Guideline
A 401(k) plan is a retirement savings plan offered by employers as a popular employee benefit, allowing individuals to contribute a portion of ...
Glossary of Retirement Plan Terms - PlanPerfect, Inc.
This type of plan, also known as the traditional pension plan, promises the participant a specified monthly benefit at retirement.
401(k) Glossary of Terms | Savant Wealth Management
A retirement account that allows an individual to save money in a tax-advantaged way. Individual Retirement Account Rollover. The act of transferring funds from ...
Retirement plans definitions | Internal Revenue Service
Owned more than 5% of the interest in the business at any time during the year or the preceding year, regardless of how much compensation that ...
Retirement glossary: Terms you should know - Protective Life
A retirement fund, generally speaking, is a special account either sponsored by your employer or established on your own to invest contributions for future ...
Retirement Glossary | 401(k) Terms & Definitions - Human Interest
Retirement Glossary · Plan administration fees · Plan participant · Plan provider · Plan restatement · Plan sponsor · Portfolio · Professional employer organization ( ...
Understanding employer-sponsored, tax-qualified retirement plans is easier when you know the terminology. 12(b)-1 fee. A cost charged to shareholders to pay for ...
Glossary for Retirement Plan Provisions for Private Industry Workers ...
Defined benefit plans provide employees with guaranteed retirement benefits based on benefit formulas. An employee's retirement age, length of ...
Glossary | Pension Benefit Guaranty Corporation
Beneficiary - Generally, a person designated by a pension plan participant, or by the plan's terms, to receive some or all of the participant's ...
Glossary of financial terms | Corebridge Retirement Services
Annuity period. The period of time, usually at retirement, during which the annuitant begins to receive annuity payments or benefits from the insurance company.
Glossary: 401(k) Terminology | First Commonwealth Bank
401(k) PLAN · ASSET ALLOCATION · BREAK IN SERVICE · COMPENSATION · DISABILITY · EARLY RETIREMENT · EFFECTIVE DATE · ELECTIVE DEFERRAL ...
elaws - Small Business Retirement Savings Advisor
Glossary of Terms. 401(k). 401(k) Plans are defined contribution plans funded primarily by the pre-tax contributions of employees. These plans, named for ...
Retirement 101: A Comprehensive Glossary for 401(k ... - Finch
We've meticulously created this retirement glossary to be your go-to resource for mastering fundamental terms related to savings plans, compliance regulations, ...
401(k) Glossary of Terms - Betterment
Deferrals: Another term for contributions made to a 401(k) account. Defined contribution plan: A tax-deferred retirement plan in which an employee or ...
A type of defined benefit pension in which participants' benefits are expressed as a notional account balance that is eventually translated into lifetime income ...
Glossary of Terms – ERISA Services, Inc.
401(k) Plan: A type of Defined Contribution Plan which allows participants to elect to defer a percentage of their pay to the plan.
Glossary | Human Resources - Pitt HR
The following list is meant to help you better understand many of the terms and phrases used in regards to the Retirement Savings Plan, the investment menu, ...
Glossary - Department of Retirement Systems - WA.gov
Rescission period. Length of time you can alter or cancel an annuity. Retirement date. For most plans, after you apply for a retirement benefit, ...
401kTV Glossary of Retirement Industry Terms
A retirement plan that specifies the annual contribution into the plan. Benefits are determined based upon contributions to an individual employee's account and ...
Financial Terms Glossary - Colorado Retirement Association
Defined contribution plan: A retirement plan that provides an individual account for each employee participant in which the contribution amount is defined. The ...