Browse by Category   Investing / Investments Real estate investing Stock investing Investment management Retirement investing Bonds / bond funds Mutual Funds   Personal Finance Business and finance Household finance Mortgage Finance dictionary Corporate finance Financial service Money management Estate planning Loans   Stock Market Investing Stock research Stock trading Stock options Stock exchanges	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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