401(k) Plan

403(b) Plan

457 Plan

529 Plan

Accumulation Phase

Active-Participant Status

Advance Directive

Annuitant

Annuitization

Annuitization Method

Annuitization Phase

Automatic Rollover

Beneficiary

Benefit Offset

Blackout Period

Cafeteria Plan

Canadian Pension Plan

Capital Gains Treatment

Capital Growth Strategy

Cash Balance Pension Plan

Charitable Lead Trust

Charitable Remainder Trust

Cliff Vesting

Conduit IRA

Conservatorship

Consolidated Omnibus Budget Reconciliation Act

Conveyance

Coverdell Education Savings Account

Current Income

Custodial Account

Deferred Account

Deferred Annuity

Deferred Profit Sharing Plan

Defined-Benefit Plan

Defined-Contribution Plan

Department of Labor

Direct Rollover

Disclosure Statement

Distribution

Diversification

Donor Advised Fund

Economic Growth And Tax Relief Reconciliation Act of 2001

Education IRA

Elective-Deferral Contribution

Eligible Rollover Distribution

Employee Contribution Plan

Employee Retirement Income Security Act

Escheat

Estate

Estate Planning

Excess-Accumulation Penalty

Extended IRA

Fiduciary

First-Time Homebuyer

Five-Year Rule

Flat Benefit Formula

Foreign Plan

Form 1099-R

Forward Averaging

Gift Tax

Gifting Phase

Golden Boot

Government-Sponsored Retirement Arrangement

Guardian IRA

GUST Restatement

Heir

In-Service Withdrawal

Inflation-Protected Annuity

Inheritance

Inter-Vivos Trust

Interest Rate Ceiling

Intestacy

Investment Consultant

Involuntary Cash-Out

IRA Adoption Agreement and Plan Document

Irrevocable Trust

Keogh Plan

Legal List

Life Expectancy

Life Option

Life With Guaranteed Term

Lump-Sum Distribution

Matching Contribution

Matching Strategy

Matured RRSP

Medicaid

Medicare

Modified Adjusted Gross Income

Money-Purchase Pension Plan

Money-Purchase Provisions

Mortality And Expense Risk Charge

Nest Egg

Net Unrealized Appreciation

Nonelective Contribution

Old Age, Survivors and Disability Insurance Program

Ordering Rules

Outside Earnings

Pension Adjustment

Pension Benefit Guaranty Corporation

Pension Fund

Pension Plans

Pension Shortfall

Period Certain

Pop-Up Option

Qualified Acquisition Cost

Qualified Distribution

Qualified Retirement Plan

Qualified Trust

Rabbi Trust

Rebalancing

Recharacterization

Reconversion

Redeposit

Registered Pension Plan

Registered Retirement Income Fund

Registered Retirement Savings Plan

Registered Retirement Savings Plan Contribution

Registered Retirement Savings Plan Deduction

Remainder Man

Required Beginning Date

Required Minimum Distribution

Reverse Mortgage

Revocable Trust

Revoked IRA

Rollover

Roth IRA

Roth IRA Conversion

Rule 72(t)

Salary-Reduction Contribution

Savings Incentive Match Plan for Employees of Small Employers

Section 1035 Exchange

Self-Directed RRSP

Simplified Employee Pension

Social Security

Spending Phase

Spousal IRA

Succession

Superannuation

Supplemental Security Income

Systematic Withdrawal Schedule

Target-Benefit Plan

Testamentary Trust

Traditional IRA

Traditional Whole Life Policy

Transfer

Triggering Event

Unit Benefit Formula

Variable Annuity

Viager

Will Variation