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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

Opt-Out Plan
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摘要: A type of 401(k) plan that automatically enrolls the employees of a company to save for their retirement. Eligible employees of a company with this policy are enrolled in the plan at a default contrib[阅读全文:]

Ordering Rules
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摘要: The order in which Roth IRA assets are distributed. Assets are distributed from a Roth IRA in the following order:

1. IRA participant contributions
2. Taxable conversions
3. Non-taxable [阅读全文:]

Other Post-Retirement Benefits
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摘要: Benefits, other than pension distributions, paid to employees during their retirement years. Most post-retirement benefits include life insurance and medical plans. Although these benefits are mostly [阅读全文:]

Nonelective Contribution
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摘要: A type of contribution an employer chooses to make to each of his or her eligible employee's employer-sponsored retirement plan. The contribution is not based on salary reduction contributions made b[阅读全文:]

Nonforfeiture Clause
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摘要: A clause in an insurance policy that allows for the insured to receive all or a portion of the benefits or a partial refund on the premiums paid if the insured misses premium payments, causing the pol[阅读全文:]

Nonperiodic Distribution
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摘要: A type of employee retirement-plan distribution that is not considered a periodic distribution. Periodic distributions would include monthly payments, while nonperiodic payments would be one-time lump[阅读全文:]

Net Unrealized Appreciation - NUA
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摘要:

The difference in value between the average cost basis of shares and the current market value of the shares held in a tax-deferred account.


The NUA is important if you are distributing[阅读全文:]

New Zealand Superannuation Fund
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摘要: A New Zealand government fund established in response to the projected increase in the cost of funding the New Zealand Superannuation (NZS) - the retirement benefit paid to all eligible citizens aged [阅读全文:]

Non-Qualified Deferred Compensation - NQDC
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摘要: Compensation that has been earned by an employee, but not yet received from the employer. Because the ownership of the compensation - which may be monetary or otherwise - has not been transferred to t[阅读全文:]

Non-Qualified Plan
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摘要: Any type of tax-deferred, employer-sponsored retirement plan that falls outside of employee retirement income security act (ERISA) guidelines. Non-qualified plans are designed to meet specialized reti[阅读全文:]