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该分类下有324个词条 创建该分类下的词条 "Retirement-退休" 分类下的词条

Phases Of Retirement
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摘要: A six-stage process described by researcher Robert Atchley that includes pre-retirement, retirement, contentment, disenchantment, reorientation and routine. Not all individuals will experience all of [阅读全文:]

Pick-Up Tax
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摘要: A tax imposed by state authorities based on the estate tax credit the U.S. federal government allows on the federal estate tax return. As this tax is imposed at the state level, the amounts owing vary[阅读全文:]

Plan Participant
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摘要: A plan participant either contributes into a pension plan or is in a position to receive benefit payments from the plan. It includes a retired person receiving distributions from a pension plan, or a [阅读全文:]

Pop-Up Option
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摘要: A joint and survivor option that allows you to be reinstated to the basic pension amount if the spouse predeceases the retiree. More and more companies are utilizing this option for an additional char[阅读全文:]

Portability
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摘要: An employee’s ability or right to retain certain benefits when switching employers. Benefits such as certain pension plans and health insurance have portability. Most 401(k) plans have portabili[阅读全文:]

Portable Benefits
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摘要: Benefits that have been paid into or accrued in an employer-sponsored plan and that can be transferred to a new employer's plan or to an individual who is leaving the workforce. Applies to benefits f[阅读全文:]

Outside Earnings
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摘要: The amount of income an elderly individual under the age of 70 has earned outside of his or her social security benefits.

Seniors could face a reduction in social security payments or po[阅读全文:]

Overcontribution
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摘要: Any contribution to a tax-deductible retirement savings plan exceeding the maximum allowed contribution for a given period as determined by the retirement plan's registrar. O[阅读全文:]

Past Service
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摘要: Service to an employer that is recognized for the defined benefit pension plan purposes, but either occurred before the employee was a member in the plan, or before the plans inception. Employees have[阅读全文:]

Pension Adjustment - PA
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摘要: The amount of contributions that can be made to a Registered Retirement Savings Plan (RRSP) on top of any contributions to a Registered Pension Plan (RPP) in a given year.

An individual [阅读全文:]