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Traditional IRAs
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Roth IRAs
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SEP IRAs
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Simple IRAs
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401(k)/(a) Plans
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ACATS (Automated Customer Account Transfer Service )
Accumulation Phase
ACP (Actual Contribution Percentage )Test
Active Participant
Adjusted closing balance
Adjusted Gross Income
Adjusted Net Business Income(ANBI)
Adjusted opening balance
Adoption Agreement
ADP Test (Actual Deferral Percentage Test)
Affiliated Service Group (ASG)
After-tax contributions
Age 59 ½
Age 70 ½
Alternate Payee
Amendment
Amortization Method ( or Fixed amortization method)
Annual Addition
Annual Addition Limit
Annual Benefit
Annual Benefit Limit
Annuitant
Annuitization ( or annuitization of payments)
Annuitization Method ( or Fixed annuitization method)
Annuitization Phase
Annuity ( or Annuity Contract)
Annuity Contract
Annuity Unit
Assumed Rate of Interest
Attorney-in-Fact
Auditor
Automated Customer Account Transfer Service (ACATS)
Automatic Rollover
Average Benefit Test
