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                          Retirement Terms and Definitions

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                          401(a) plan
                          401(k) plan
                          403(b) plan
                          408(k) plan
                          412(i) plan
                          457 plan
                          90-age formula
                          accelerated vesting
                          accrued benefit
                          accumulated postretirement benefit obligation (APBO)
                          accumulation period
                          accumulation unit
                          active member
                          active participant
                          actual contribution percentage test (ACP test)
                          actual deferral percentage (ADP)
                          actual deferred percentage test (ADP test)
                          actuarial adjustment
                          actuarial assumption
                          actuarial equivalent
                          additional voluntary contributions
                          advance earned income credit
                          advance funded pension plan
                          after-tax contributions
                          age-weighted plan
                          agency automatic contributions
                          agency matching contributions
                          allocation of plan assets on termination
                          alternate payee
                          amortization method
                          annual addition
                          annuitant
                          annuitization method
                          annuitization phase
                          annuitize
                          annuity
                          annuity factor method
                          annuity unit
                          antique
                          automatic deferral default percentage
                          automatic enrollment
                          automatic rollover
                          average contribution percentage
                          average indexed monthly earnings (AIME)
                          back-end load
                          bank trust custodial account
                          beneficiary
                          benefit
                          benefit offset
                          benefits administration
                          blackout period
                          brokerage window
                          bundled plan
                          cafeteria plan
                          Cash or Deferred Arrangement
                          cash-balance plan
                          catch-up contributions
                          Certified Senior Consultant (CSC)
                          Chartered Retirement Planning Counselor (CRPC)
                          Chartered Retirement Plans Specialist (CRPS)
                          Civil Service Retirement System (CSRS)
                          cliff vesting
                          CODA
                          collectible
                          collectively bargained plan
                          combination annuity
                          commission recapture
                          commutation right
                          conduit IRA
                          consumption smoothing
                          contingent pension liability
                          contribution
                          credit for qualified retirement savings contribution
                          death benefit
                          deductible IRA
                          deemed IRA
                          deferred account
                          deferred annuity
                          deferred compensation
                          deferred group annuity
                          deferred nominal life annuity
                          deferred payment annuity
                          defined benefit plan
                          defined contribution plan
                          designated beneficiary
                          designated Roth account
                          Determination Letter
                          direct rollover
                          direct transfer
                          discrimination testing
                          distress termination
                          early retirement
                          early withdrawal penalty
                          earned benefit
                          Education IRA
                          effective date of retirement
                          elective deferral
                          elective deferral contribution
                          electronic transfer account (ETA)
                          eligibility requirements
                          eligible automatic contribution arrangement (EACA)
                          employee contribution
                          Employee Retirement Income Security Act of 1974
                          employer matching contribution
                          enrolled actuary
                          equity-indexed annuity
                          ERISA
                          excess accumulation
                          excess aggregate contribution
                          excess benefit plan
                          excess contribution
                          excess deferral
                          excess distribution
                          excludable employees
                          exclusion ratio
                          extended IRA
                          Federal Employee Retirement System (FERS)
                          Federal Insurance Contributions Act
                          FICA
                          Fidelity Investments
                          financial planner
                          financial planning
                          fixed amortization method
                          fixed annuitization method
                          flexible benefit plan
                          flexible spending account
                          floor plan
                          forward averaging
                          four percent rule
                          front-end load
                          frozen pension
                          frozen plan
                          full surrender
                          fully funded
                          fully vested
                          funded pension plan
                          funded status
                          GIC
                          golden boot
                          Government-Sponsored Retirement Arrangement (GSRA)
                          graduated vesting
                          group certificate
                          group IRA
                          Guaranteed Investment Contract
                          Guardian IRA
                          GUST restatement
                          hardship withdrawal
                          Heroes Earned Retirement Opportunities Act (HERO)
                          highly compensated employee
                          home buyers' plan (HBP)
                          Hulbert Financial Digest
                          hybrid annuity
                          hybrid pension plan
                          immediate payment annuity
                          in-service withdrawal
                          incidental benefit
                          income replacement ratio
                          independent 401(k)
                          indirect rollover
                          individual 401(k) plan
                          individual policy pension trust
                          Individual Retirement Account
                          Individual Retirement Account (IRA) rollover
                          inflation-protected annuity (IPA)
                          inflation-protected security (IPS)
                          inherited IRA
                          integrated pension plan
                          interest assumption
                          investment policy
                          IRA
                          IRA adoption agreement and plan document
                          IRA distributions
                          IRA rollover
                          IRA Transfer
                          joint and survivor annuity
                          joint life annuity
                          joint-life payout
                          Keogh Plan
                          Leveraged Employee Stock Ownership Plan (LESOP)
                          liability-driven investment (LDI)
                          life annuity
                          life expectancy method
                          Lifelong Learning Plan
                          Linsco Private Ledger (LPL)
                          liquid net worth
                          load
                          loanback
                          locked-in retirement account (LIRA)
                          long-term growth (LTG)
                          longevity risk
                          lump sum distribution
                          master pension plan
                          matching funds
                          matured RRSP
                          minimum distribution
                          minimum pension liability
                          money purchase pension plan
                          Monthly Income Plan (MIP)
                          National Pensions Reserve Fund
                          National Social Security Fund

                          National Welfare Fund
                          negative election
                          nest egg
                          net unrealized appreciation
                          no-load
                          non-contributory plan
                          non-deductible IRA
                          non-insured plan
                          non-qualified distribution
                          non-qualified retirement plan
                          nondeductible contribution
                          nonelective contribution
                          nonforfeitable benefit
                          nonperiodic distribution
                          nonspouse beneficiary rollover
                          normal retirement age
                          OASDI
                          old age, survivors, and disability insurance
                          Old-Age and Survivors Insurance Trust Fund
                          opt out plan
                          ordering rules
                          Ordinary Disability
                          orphan plan
                          overcontribution
                          overfunded pension plan
                          participant-directed account
                          participating GIC
                          party in interest
                          payout period
                          PBGC
                          pension
                          pension adjustment reversal (PAR)
                          pension benefit
                          Pension Benefit Guaranty Corporation
                          pension fund
                          pension parachute
                          pension plan
                          pension plan administrator
                          Pension Protection Act of 2006 (PPA)
                          pension reversion
                          periodic payment plan
                          PIMCO
                          plan asset
                          plan loan
                          plan sponsor
                          portability
                          portfolio manager
                          post-retirement risk
                          premature distribution
                          preretirement survivor annuity
                          profit-sharing
                          prosperity
                          prototype plan
                          Prudent Expert Act
                          qualified annuity
                          qualified automatic contribution arrangement (QACA)
                          qualified distribution
                          qualified joint and survivor annuity
                          Qualified Pre-Retirement Survivor Annuity (QPSA)
                          Qualified Professional Asset Manager (QPAM)
                          qualified retirement plan
                          qualified trust
                          qualifying annuity
                          recalculation method
                          recharacterization
                          reconversion
                          redemption fee
                          redeposit
                          Registered Pension Plan (RPP)
                          registered retirement income fund
                          Registered Retirement Savings Plan (RRSP)
                          Registered Retirement Savings Plan contribution (RRSP contribution)
                          Registered Retirement Savings Plan deduction (RRSP deduction)
                          Registered Retirement Savings Plan deduction limit (RRSP deduction limit)
                          required beginning date (RBD)
                          Required Minimum Distribution
                          retire
                          retirement
                          retirement age
                          Retirement Equity Act of 1984
                          retirement income fund (RIF)
                          retirement plan
                          retirement planning
                          Retirement Protection Act of 1994
                          retirement readiness
                          retirement savings contributions credit
                          revoked IRA
                          RMD
                          rollover
                          Roth 401(k)
                          Roth IRA
                          Roth option
                          rule 72(t)
                          salary reduction
                          Salary Reduction Simplified Employee Pension Plan
                          same property rule
                          SARSEP
                          saver's tax credit
                          Savings Incentive Match Plan for Employees
                          SBO-401(k)
                          self-directed retirement account
                          self-directed RRSP
                          self-employed pension
                          SEP Plan
                          SEP-IRA
                          separate account
                          sequence risk
                          service credit
                          severance costs
                          SIMPLE
                          SIMPLE 401(k) Plan
                          SIMPLE IRA
                          Simplified Employee Pension IRA
                          single-employer plan
                          single-life annuity
                          Single-Premium Deferred Annuity
                          Social Security
                          Social Security Act
                          Social Security Tax
                          SPD
                          SPDA
                          spousal beneficiary rollover
                          spousal contributions
                          spousal IRA
                          spousal rollover
                          stable value fund
                          Statement of Changes in Net Assets Available for Pension Benefits
                          statement of ERISA rights
                          stock savings plan
                          straight life annuity
                          stretch IRA
                          substantially equal periodic payment (SEPP)
                          substantially equal periodic payments (SEPP)
                          summary annual report
                          Summary of Material Modifications
                          summary plan description
                          superannuation
                          supplemental executive retirement plan (SERP)
                          Supplemental Security Income
                          surrender charge
                          surrender period
                          survivor benefit
                          systematic withdrawal schedule
                          target retirement fund
                          tax deferral
                          tax sheltered annuity
                          tax-deferred
                          tax-deferred savings plan
                          tax-free rollover
                          term certain annuity
                          term certain method
                          TIAA-CREF
                          top hat plan
                          top-heavy plan
                          transfer payments
                          underfunded pension plan
                          unfunded liability
                          unfunded pension plan
                          universal savings account
                          Vanguard
                          variable annuitization
                          variable annuity
                          vesting
                          voluntary contribution
                          wasting trust
                          wraparound annuity
                          year's maximum pensionable earnings (YMPE)
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