IRA Rollover » 401k Rollover Glossary

401k Glossary J – Z

admin — Fri, 09 Jul 2010 15:11:44 +0000

401k Rollover Glossary J – Z Money Purchase Pension Plan: An individual account plan, in which the employer has a fixed obligation to make annual contributions to the plan, usually based on a percentage of pay. Mutual Fund: A registered investment company that pools the money of many investors and makes investments for its shareholders in pursuit of a [...]

401k Glossary J – Z is a post from: IRA Rollover

401k Glossary F – I

admin — Thu, 03 Jun 2010 17:27:53 +0000

401k Rollover Glossary F � I Fidelity Bond: In accordance with Section 412(b) of ERISA, all fiduciaries and any other individuals who handle plan assets are required to be covered by a fidelity bond. The purpose of the fidelity bond is to protect a retirement plan’s assets from loss due to dishonesty, fraudulent activity or negligence on [...]

401k Glossary F – I is a post from: IRA Rollover

401k Glossary A – E

admin — Sat, 06 Feb 2010 02:26:01 +0000

401k Rollover Glossary A – E 401(k) Plan: A qualified, employer-sponsored retirement plan in which employees elect to make pre tax contributions in lieu of receiving taxable income. Custom Plan Document: Written to accommodate the needs of a single plan sponsor, always requires filing with the IRS and must be maintained by the plan sponsor for regulatory changes. Defined Benefit [...]

401k Glossary A – E is a post from: IRA Rollover