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Thrift Savings Plans - Definitions
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Definitions
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Quick-Tips
59 ½ (Age )
60 day Period ( for Rollovers)
8606 (Form 8606)
Active Participant
After-tax contributions
Automated Customer Account Transfer Service (ACATS)
Basis
Beneficiary Designation Form
Catch-up Contribution
CODA (Cash or deferred arrangement )
Custodian
De Facto Beneficiary
Default beneficiary
Defense of Marriage Act (DOMA)
Direct rollover
Early distribution penalty exceptions
Eligible rollover distribution (ERD)
Employer sponsored plan (Employer sponsored retirement plan)
ERISA -Employee Retirement Income Security Act of 1974
Five-Year Rule
Form 8606
Indirect Conversion
Life Expectancy
Life-Expectancy Rule
Modification (SEPP)
Payer ( Payor)
Plan Document
Qualified domestic relations order (QDRO)
Qualified Rollover Contribution
Retirement Account ( or Retirement Savings Account)
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5498 ( Form 5498)
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