retirement plan

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Related to retirement plan: retirement savings plan
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  • noun

Synonyms for retirement plan

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ERISA also requires that those who handle retirement plan funds or other property must be covered by a Dishonesty Bond (Fidelity Bond) to protect the retirement plan's assets from fraudulent or dishonest acts of the fiduciaries.
Taxpayers should check with their employers to determine whether their retirement plan permits or is considering permitting this option.
Shumate case)--and other recent rulings on the subject, and provides CPAs with guidance on how to protect their own and their clients' 401(k)s and other retirement plan assets from creditors.
Moreover, the AICPA said, any proposal that requires employers to redesign their plans would likely decrease sponsorship of retirement plans among small employers.
CPAs, who are often the frontline advisers to the company and act as liaisons between their clients and their retirement plan administration firms, need to be on the lookout for signs a retirement plan may be top-heavy--and know how to keep the balance.
However, a qualified retirement plan must satisfy certain highly technical standards regarding minimum coverage and nondiscrimination in contributions or benefits, which can snare many of these physician/hospital/management services arrangements.
Comprehensive does not need to be complicated," according to Greg Gaynier, principal at Retirement Plan Solutions.
As a result, many employers are considering using a matching concept, similar to the match used in their qualified retirement plan.
A funded retirement plan has the additional advantage of being a powerful tool for recruiting and keeping staff.
401(k) contributions, there are many other issues that severely limit the feasibility of implementing a program to convert unused vacation days into retirement plan contributions.
Financial professionals are provided guidelines from The Hartford on how the Act frees them to offer more advice than in the past to retirement plan participants.
The advantage of naming a charity as the primary beneficiary is that the retirement plan interests will not be subject to estate or income taxes.
In addition, any transaction with a disqualified person that involves retirement plan assets or income for personal benefit is prohibited.
GPS was the first independent advice and managed-account platform of its kind offered to qualified group retirement plan participants.
Retirement plan contributions for the owner are not deductible in computing SE tax.
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