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InvestHub.com's
Finance Dictionary and Glossary of Investment Terms

Retirement investing [1] [2] [3] [all]

401(k)
401(k) plan
403(b) plan
403b Plan
408(k) plan
457 plan
Abeyance
Accrued benefit
Accumulation period
Active participant
Active Participant Status
Actuarial assumption
Adjusted gross income
Advance funded pension plan
After-tax contributions
Age-weighted plan
Alternate payee
Annuity factor method
Annuity, Deferred
Annuity, Immediate
Annuity, Single Life
Ariable annuity
Automatic Investment Plan
Average contribution percentage
Average life
Backup withholding
BEARS
Beneficiary
Benefit offset
Bi-weekly mortgage loan
Bonds Enabling Annual Retirement Savings (BEARS)
Buy-Side
Buy-side trader
Cafeteria plan
Call date
Call price
Callable Bond
Callable Preferred Stock
Canadian Pension Plan - CPP
Cash account
Cash Balance Pension Plan
Cash-balance plan
Cliff vesting
Collateralized Mortgage Obligation - CMO
Collectively bargained plan
Commitment fee
Conduit IRA
Contingent pension liability
Contribution
Corporate Bonds
Corporate repurchase
Custodial Account
Debt service
Deferred Account
Deferred compensation
Deferred nominal life Annuity
Defined benefit plan
Defined contribution plan
Dematerialization - DEMAT
Department of Labor - DOL
Distribution
Downsizing
Early retirement
Early withdrawal penalty
Earned income tax credit
Education IRA
Elective Deferral Contribution
Elephant
Elephants
Eligibility requirements
Eligible Rollover Distribution
Employee contribution
Employee Contribution Plan
Employee Retirement Income Security Act - ERISA
Employee Retirement Income Security Act of 1974
Employee Stock Ownership Plan
Employer matching contribution
ERISA
ESOP
Estate
Estate planning
Excess Accumulation Penalty
Excess distribution
Extinguish
Federal Insurance Contributions Act
Federal Reserve Note
Federal Tax Identification Number
FICA
Fiduciary
Financial planner
Five-Year Rule
Flexible benefit plan
Forced conversion
Forward averaging
Frozen plan
Full Service Broker
Fund manager
Funded pension plan
Funding ratio
GIC
Goal
Golden boot
Graduated vesting
Guaranteed Investment (Interest) Certificate - GIC
Guaranteed Investment Contract
Highly compensated employee
In-service withdrawal
Incidental benefit
Income fund
Income replacement ratio
Individual policy pension trust
Individual Retirement Account
Individual Retirement Account (IRA)
Individual Retirement Account (IRA) rollover
Individual Retirement Account - IRA
Institutional broker
Institutional fund
Institutional investor
Institutional investors
Institutional Ownership
Insured plans
Interest assumption
Internal Revenue Service
Investment policy
Investment Pyramid
IRA
IRA rollover
IRS
Keogh plan
Lady Godiva Accounting Principles - LGAP
Legal List
Lifecycle fund
Matching Contribution
Matching funds
Medicare
Money Purchase Pension Plan
Nest egg
Non-contributory plan
Non-Elective Contribution
Non-insured plan
Non-qualified retirement plan
Noncontributory pension plan
Nondeductible contribution
Noninsured plans
Nonperiodic distribution
Nonqualifying annuity
Nonrefundable
Normal annuity form
Normal retirement age
OASDI
Old age, survivors, and disability insurance
Outside Earnings
Overfunded pension plan
PBGC
Pension
Pension benefit
Pension Benefit Guaranty Corporation
Pension Benefit Guaranty Corporation (PBGC)
Pension Benefit Guaranty Corporation - PBGC
Pension fund
Pension plan
Pension reversion
Pension Shortfall
Pension sponsors
Percent held by institutions
Percent Institutional Ownership
Personal Finance
Plan asset
Plan sponsor
Plan sponsors
Pop-Up Option
Portability
Portfolio manager
Premature distribution
Preretirement survivor annuity
Private Banking
Private placement
Profit-sharing
Prototype plan
Prudent Expert Act
Qualified Fund
Qualified plan or trust
Qualified retirement plan
Qualified trust
Real Estate Investment Trust (REIT)
Recalculation method
Refund
Refunding
Registered Retirement Savings Plan
Registered Retirement Savings Plan (RRSP)
Registered Retirement Savings Plan - RRSP
Required Beginning Date
Required Minimum Distribution - RMD
Retire
Retirement
Retirement Equity Act of 1984
Retirement of Securities
Retirement Protection Act of 1994
Reverse Mortgage
Rollover
Roth IRA
RRSP
S&P Core Earnings
Salary
Salary reduction
Salary Reduction Contribution
Salary reduction plan
Salary Reduction Simplified Employee Pension Plan
Sale of Property, Plant, Equipment
SARSEP
Savings Incentive Match Plan for Employees
Savings Incentive Match Plan for Employees of Small Employers - SIMPLE
Self-directed retirement account
Self-employed pension
Self-employment tax
Self-supporting debt
SEP or SIMPLE-IRA
SEP Plan
Separate account
SIMPLE
SIMPLE 401(k) Plan
Simple IRA
Simplified Employee Pension (SEP) plan
Simplified Employee Pension - SEP
Simplified Employee Pension IRA
Single-employer plan
Sinking fund
Sinking fund requirement
Social Security
Social Security Disability Income Insurance
Social Security Number - SSN
Social Security Tax
SPD
Spousal IRA
Stock purchase plan
Summary annual report
Summary plan description
Super Sinker
Superannuation
Supplemental Security Income
Take-home pay
Target Benefit Plan
Tax identification number
Tax-deferred retirement plans
Tax-Exempt Interest
Taxable wage base
Term certain method
Top hat plan
Trading halt
Traditional IRA
Transfer
Transfer payments
Treasury Stock
Underfunded pension plan
Unfunded pension plan
Unilateral transfers
Variable annuity
Vested Value
Vesting
Volume Weighted Average Price - VWAP
Voluntary contribution
Withdrawal plan
Yield to average life

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