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403(b) Plans - Definitions
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Definitions
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Info-Bytes
403(b) Plan
59 ½ (Age )
60 day Period ( for Rollovers)
8606 (Form 8606)
ACP (Actual Contribution Percentage )Test
Active Participant
After-tax contributions
Annual Addition Limit
Automated Customer Account Transfer Service (ACATS)
Basis
Beneficiary Designation Form
Catch-up Contribution
CODA (Cash or deferred arrangement )
Compensation Cap
Custodian
De Facto Beneficiary
Default beneficiary
Defense of Marriage Act (DOMA)
Designated Roth Account
Designated Roth Contribution
Direct conversion
Direct rollover
Early distribution penalty exceptions
Eligible rollover distribution (ERD)
ERISA -Employee Retirement Income Security Act of 1974
Five-Year Rule
Form 8606
Hardship Withdrawal or Hardship Distribution
Highly Compensated Employee (HCE)
Indirect Conversion
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