Business Retirement Terminology for Experts

1	403 B Plan Experts Witnesses
2	457 Plan Experts Witnesses
3	529 Plan Experts Witnesses
4	Accumulation Phase Experts Witnesses
5	Accumulation Unit Experts Witnesses
6	Active-Participant Status Experts Witnesses
7	Advance Directive Experts Witnesses
8	Annuitant Experts Witnesses
9	Annuitization Experts Witnesses
10	Annuitization Method Experts Witnesses
11	Annuitization Phase Experts Witnesses
12	Annuity Contract Experts Witnesses
13	Annuity Unit Experts Witnesses
14	Assumed Interest Rate AIR Experts Witnesses
15	Automatic Rollover Experts Witnesses
16	Beneficiary Experts Witnesses
17	Benefit Offset Experts Witnesses
18	Blackout Period Experts Witnesses
19	Cafeteria Plan Experts Witnesses
20	Capital Gains Treatment Experts Witnesses
21	Capital Growth Strategy Experts Witnesses
22	Cash Balance Pension Plan Experts Witnesses
23	Certified Senior Consultant CSC Experts Witnesses
24	Charitable Lead Trust Experts Witnesses
25	Charitable Remainder Trust Experts Witnesses
26	Cliff Vesting Experts Witnesses
27	Conduit IRA Experts Witnesses
28	Conservatorship Experts Witnesses
29	Consolidated Omnibus Budget Reconciliation Act COBRA Experts Witnesses
30	Conveyance Experts Witnesses
31	Corporate Pension Plan Experts Witnesses
32	Coverdell Education Savings Account ESA Experts Witnesses
33	Current Income Experts Witnesses
34	Custodial Account Experts Witnesses
35	Deferred Account Experts Witnesses
36	Deferred Annuity Experts Witnesses
37	Deferred Profit Sharing Plan DPSP Experts Witnesses
38	Defined-Benefit Plan Experts Witnesses
39	Defined-Contribution Plan Experts Witnesses
40	Department Of Labor DOL Experts Witnesses
41	Direct Rollover Experts Witnesses
42	Disclosure Statement Experts Witnesses
43	Distribution Experts Witnesses
44	Diversification Experts Witnesses
45	Donor Advised Fund Experts Witnesses
46	Early Withdrawal Experts Witnesses
47	Economic Growth And Tax Relief Reconciliation Act Of 2001 EGTRRA Experts Witnesses
48	Education IRA Experts Witnesses
49	Elective-Deferral Contribution Experts Witnesses
50	Eligible Rollover Distribution Experts Witnesses
51	Employee Contribution Plan Experts Witnesses
52	Employee Retirement Income Security Act ERISA Experts Witnesses
53	Escheat Experts Witnesses
54	Estate Experts Witnesses
55	Estate Planning Experts Witnesses
56	Excess-Accumulation Penalty Experts Witnesses
57	Extended IRA Experts Witnesses
58	Fiduciary Experts Witnesses
59	First-Time Homebuyer Experts Witnesses
60	Five-Year Rule Experts Witnesses
61	Flat Benefit Formula Experts Witnesses
62	Flower Bond Experts Witnesses
63	Foreign Plan Experts Witnesses
64	Form 1099-R Experts Witnesses
65	Forward Averaging Experts Witnesses
66	Gift Tax Experts Witnesses
67	Gifting Phase Experts Witnesses
68	Golden Boot Experts Witnesses
69	Government-Sponsored Retirement Arrangement GSRA Experts Witnesses
70	Guardian IRA Experts Witnesses
71	GUST Restatement Experts Witnesses
72	Heir Experts Witnesses
73	In-Service Withdrawal Experts Witnesses
74	Individual Retirement Account IRA Experts Witnesses
75	Inflation-Protected Annuity IPA Experts Witnesses
76	Inheritance Experts Witnesses
77	Inheritance Tax Experts Witnesses
78	Installment Receipt Experts Witnesses
79	Inter-Vivos Trust Experts Witnesses
80	Interest Rate Ceiling Experts Witnesses
81	Intestacy Experts Witnesses
82	Investment Consultant Experts Witnesses
83	Involuntary Cash-Out Experts Witnesses
84	IRA Adoption Agreement And Plan Document Experts Witnesses
85	Irrevocable Trust Experts Witnesses
86	Keogh Plan Experts Witnesses
87	Legal List Experts Witnesses
88	Life Expectancy Experts Witnesses
89	Life Option Experts Witnesses
90	Life With Guaranteed Term Experts Witnesses
91	Lump-Sum Distribution Experts Witnesses
92	Matching Contribution Experts Witnesses
93	Matching Strategy Experts Witnesses
94	Matured RRSP Experts Witnesses
95	Medicaid Experts Witnesses
96	Modified Adjusted Gross Income MAGI Experts Witnesses
97	Money-Purchase Pension Plan Experts Witnesses
98	Money-Purchase Provisions Experts Witnesses
99	Mortality And Expense Risk Charge Experts Witnesses
100	Nest Egg Experts Witnesses
101	Net Unrealized Appreciation NUA Experts Witnesses
102	Non-Qualifying Investment Experts Witnesses
103	Nonelective Contribution Experts Witnesses
104	Notice Of Assessment NOA Experts Witnesses
105	Old Age, Survivors And Disability Insurance Program OASDI Experts Witnesses
106	Ordering Rules Experts Witnesses
107	Outside Earnings Experts Witnesses
108	Overcontribution Experts Witnesses
109	Pension Adjustment PA Experts Witnesses
110	Pension Benefit Guaranty Corporation PBGC Experts Witnesses
111	Pension Fund Experts Witnesses
112	Pension Plan Experts Witnesses
113	Pension Shortfall Experts Witnesses
114	Period Certain Experts Witnesses
115	Pick-Up Tax Experts Witnesses
116	Pop-Up Option Experts Witnesses
117	Qualified Acquisition Cost Experts Witnesses
118	Qualified Distribution Experts Witnesses
119	Qualified Retirement Plan Qualified Plan Experts Witnesses
120	Qualified Trust Experts Witnesses
121	Rabbi Trust Experts Witnesses
122	Rebalancing Experts Witnesses
123	Recharacterization Experts Witnesses
124	Reconversion Experts Witnesses
125	Redeposit Experts Witnesses
126	Registered Pension Plan RPP Experts Witnesses
127	Registered Retirement Income Fund RRIF Experts Witnesses
128	Registered Retirement Savings Plan RRSP Experts Witnesses
129	Registered Retirement Savings Plan Contribution RRSP Contribution Experts Witnesses
130	Registered Retirement Savings Plan Deduction RRSP Deduction Experts Witnesses
131	Registered Retirement Savings Plan Deduction Limit RRSP Deduction Limit Experts Witnesses
132	Remainder Man Experts Witnesses
133	Required Beginning Date RBD Experts Witnesses
134	Required Minimum Distribution RMD Experts Witnesses
135	Reverse Mortgage Experts Witnesses
136	Revocable Trust Experts Witnesses
137	Revoked IRA Experts Witnesses
138	Rollover Experts Witnesses
139	Roth 401 K Experts Witnesses
140	Roth IRA Conversion Experts Witnesses
141	Rule 72 T Experts Witnesses
142	Salary-Reduction Contribution Experts Witnesses
143	Savings Incentive Match Plan For Employees Of Small Employers SIMPLE Experts Witnesses
144	Section 1035 Exchange Experts Witnesses
145	Self-Directed RRSP Experts Witnesses
146	Simplified Employee Pension SEP Simplified Employee Pension IRA Experts Witnesses
147	Social Security Experts Witnesses
148	Spending Phase Experts Witnesses
149	Spousal IRA Experts Witnesses
150	Straight Life Annuity Experts Witnesses
151	Substandard Health Annuity Experts Witnesses
152	Succession Experts Witnesses
153	Superannuation Experts Witnesses
154	Supplemental Security Income SSI Experts Witnesses
155	Surrender Fee Experts Witnesses
156	Systematic Withdrawal Schedule Experts Witnesses
157	Target-Benefit Plan Experts Witnesses
158	Term Certain Annuity Experts Witnesses
159	Testamentary Trust Experts Witnesses
160	Traditional IRA Experts Witnesses
161	Traditional Whole Life Policy Experts Witnesses
162	Transfer Experts Witnesses
163	Triggering Event Experts Witnesses
164	Unified Managed Account UMA Experts Witnesses
165	Unit Benefit Formula Experts Witnesses
166	Variable Annuity Experts Witnesses
167	Viager Experts Witnesses
168	Will Variation Experts Witnesses