There is a growing lexicon of retirement industry terms, acronyms, regulatory definitions and technical language. Keeping-up with industry jargon takes some effort. The ForexTV glossary of retirement industry terms is designed for the non-financial specialist involved with the company or organization retirement plan.
- 3(16) Fiduciary
- 3(21) Fiduciary
- 3(38) Fiduciary
- 401k
- 403b
- Accrued interest
- Active management
- Actual contribution percentage (ACP)
- Actual Deferral Percentage
- Advisory letter
- Annual additions
- Annual defined contribution limit
- Annuity
- Appreciation
- Asset allocation fund
- Auto enrollment
- Auto escalation
- Balanced fund
- Beta
- Blackout period
- Bundled plan
- Capital gain
- Cash Balance Plan
- Catch-up provision
- Churning
- Collective trust fund
- Compliance testing
- Contingent beneficiary
- Conversion premium
- Corrective distribution
- Current ratio
- Custodian
- Default deferral rate
- Defined Benefit Plan
- Defined Contribution Plan
- Designated roth contribution
- Discrimination testing
- Elective Deferrals
- Eligible automatic contribution arrangement
- Employee Retirement Income Security Act (ERISA)
- Employee Stock Ownership Plan (ESOP)
- Employer
- Employer discretionary contributions
- Employer matching contribution
- Enhanced matching contribution
- ERISA
- ESOP
- Fiduciary
- Forfeiture
- Frozen plan
- Glide path
- Hardship withdrawals
- Highly Compensated Employee
- Individual Retirement Account (IRA)
- IRA
- Loans
- Money Purchase Plan
- Participant
- Plan Administrator
- Plan Document
- Plan Fiduciary
- Plan Sponsor
- Plan Trustee
- Plan Year
- Portability
- Profit-Sharing Plan
- Record Keeper
- Rollover
- Safe Harbor 401k
- Salary Reduction Simplified Employee Pension plan
- SARSEP
- Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)
- Self-Employed Individual
- SEP
- SIMPLE
- Simplified Employee Pension Plan
- Summary Plan Description
- Target-Date Fund
- Third Party Administrator
- Vesting
- Withdrawals
- Years of Service