Retirement terms starting with D

9 terms

1. Deferred Annuity A deferred annuity contract allows you to accumulate tax-deferred earnings during the term of the contract and sometimes add assets to your contract over…
2. Defined Benefit Plan A defined benefit plan - popularly known as a pension - provides a specific benefit for retired employees, either as a lump sum or as income for the rest…
3. Defined Contribution Plan In a defined contribution retirement plan, the benefits - that is, what you can expect to accumulate and ultimately withdraw from the plan - are not…
4. Direct Rollover The taxable portion of a retirement plan distribution (refund) may be eligible for a tax-deferred rollover to an IRA, a 401(k) plan, a 401(a) plan, a…
5. Disability Determination Provider This provider evaluates the Retirement Systems’ disability claims and submits a recommendation to the Retirement Systems’ Medical Board.
6. Disability Retirement A retirement annuity under a defined benefit plan for active contributing members of the Retirement Systems who become disabled and whose disability is…
7. Distribution The sale of securities. Also refers to a sum payable to shareholders representing their share of profits.
8. Diversification The investment in a number of different securities. To reduce the risk of loss inherent in investing.
9. Dividend See Dividends