retirement plan


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Related to retirement plan: retirement savings plan
ThesaurusAntonymsRelated WordsSynonymsLegend:
Noun1.retirement plan - a plan for setting aside money to be spent after retirement
plan, program, programme - a series of steps to be carried out or goals to be accomplished; "they drew up a six-step plan"; "they discussed plans for a new bond issue"
401-k, 401-k plan - a retirement savings plan that is funded by employee contributions and (often) matching contributions from the employer; contributions are made from your salary before taxes and the funds grow tax-free until they are withdrawn, at which point they can be converted into an IRA; funds can be transferred if you change employers and you can (to some extent) manage the investments yourself
individual retirement account, IRA - a retirement plan that allows you to contribute a limited yearly sum toward your retirement; taxes on the interest earned in the account are deferred
Keogh plan - a tax-deferred pension plan for employees of unincorporated businesses or for self-employed persons
References in periodicals archive ?
With an index score of 770 on a 1,000-point scale in the inaugural 2018 Group Retirement Plan Study, Nationwide scored 26 points above the industry average.
At Kestra Financial, he will be responsible for overseeing the company's expanding retirement plan platform designed to provide the highest-quality support to financial advisors and clients in the independent space.
The firm's retirement plan consultants and the technology it offers advisors serving such plans work "efficiently and effectively with scale to truly drive outcomes in ways that were unavailable to them at their prior BD."
HR team members oftentimes act as a plan sponsor for their higher education institution's retirement plan. On the afternoon of June 8, Kenneth Mergen, Vice President - Group Retirement Plans, will lead a presentation on "Fiduciary Responsibility." The law defines fiduciary actions retirement plan sponsors must fulfill, including following plan documents, diversifying plan investments, and acting in the best interest of participants.
This year, individuals needed to have more than 100 plans or more than $1 billion in retirement plan AUA; small teams had to advise more than $2 billion in retirement plan assets or more than 100 plans; large teams needed more than $3 billion in retirement plan AUA or more than 170 plans; and mega teams had to oversee more than $5 billion in retirement plan AUA or more than 250 plan clients.
The report indicates that more than 40 percent of plans with a retirement plan advisor retain the advisor to meet one-on-one with employees to provide investment advice.
Founded by the Federal Home Loan Bank System in 1943, Pentegra offers a broad array of qualified and non-qualified retirement plan solutions, TPA services and benefits financing solutions using BOLI.
Shelly Cheng has been appointed to replace Mee's recent position as a retirement plan consultant serving advisors in Southern California, the Inland Empire, Arizona and Las Vegas, Nevada.
Small business owners' interests in open MEPs are piqued over potentially lowering the costs to their organizations and lowering fees to employees in a workplace retirement plan offering, survey results show.
The new name reflects the company's primary focus in providing fiduciary-level investment advisory services for employer-sponsored retirement plans. Heritage Retirement Plan Advisors will remain a subsidiary of Argent Financial Group.

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