Retirement-退休

Trust Fund

[概述]Atrustfundisafundcomprisedofavarietyofassetsintendedtoprovidebenefitstoanindividualororganization.Thetrustfundisestablis...[查看详细]

[查看次数]298

Unfunded Pension Plan

[概述]Anemployermanagedretirementplanthatusestheemployer'scurrentincometofundpensionpaymentsastheybecomenecessary.Thisisincont...[查看详细]

[查看次数]303

Unit Benefit Formula

[概述]Amethodofcalculatinganemployer'scontributiontoanemployee'sdefinedbenefitplan.Theemployercalculatesthecontributionbymulti...[查看详细]

[查看次数]277

Vested Benefit Obligation - VBO

[概述]Theactuarialpresentvalueofpensionplanbenefitsbelongingtoemployeesofanorganization.Thevestedbenefitobligation(VBO)isoneme...[查看详细]

[查看次数]280

Vested Interest

[概述]1.Thelawfulrightofanindividualorentitytogainaccesstotangibleorintangiblepropertynoworinthefuture.Avestedinterestisanenti...[查看详细]

[查看次数]268

Tax-Deferred Savings Plan

[概述]Asavingsplanoraccountthatisregisteredwiththegovernmentandprovidesdeferraloftaxobligations.Tax-deferredsavingsplansmaydef...[查看详细]

[查看次数]254

Superannuation

[概述]Anorganizationalpensionprogramcreatedbyacompanyforthebenefitofitsemployees.Alsoreferredtoasa"companypensionplan".Fundsde...[查看详细]

[查看次数]278

Supplemental Executive Retirement Plan - SERP

[概述]Anon-qualifiedretirementplanforkeycompanyemployees,suchasexecutives,thatprovidesbenefitsaboveandbeyondthosecoveredinothe...[查看详细]

[查看次数]292

Surrender Fee

[概述]Achargeleviedagainstaninvestorfortheearlywithdrawaloffundsfromaninsuranceorannuitycontract,orforthecancellationoftheagre...[查看详细]

[查看次数]257

Systematic Withdrawal Schedule

[概述]Amethodofwithdrawingfundsfromanannuityaccountbywhichtheannuitantwithdrawsfundsfromtheaccountinspecifiedamountsforaspecif...[查看详细]

[查看次数]294

Target-Benefit Plan

[概述]Abenefitplanthatissimilartoadefinedbenefitplansincecontributionsarebasedonprojectedretirementbenefits.However,unlikeadef...[查看详细]

[查看次数]282

Targeted-Distribution Fund

[概述]Amutualfundthatfocusesonthedistributionofincomeandcapitalgainstofundholders.Thesefundsarebecomingmorepopularasourpopulat...[查看详细]

[查看次数]293

Social Security Benefits

[概述]ThemonetarybenefitsreceivedbyretiredworkerswhohavepaidintotheSocialSecuritysystemduringtheirworkingyears.SocialSecurityb...[查看详细]

[查看次数]284

Social Security Trust Fund

[概述]AnaccountusedbytheUnitedStatesfederalgovernmenttorecordexcesscontributionspaidintotheSocialSecuritysystem.TheSocialSecur...[查看详细]

[查看次数]264

Social Security

[概述]AUnitedStatesfederalprogramofsocialinsuranceandbenefitsdevelopedin1935.TheSocialSecurityprogram'sbenefitsincluderetireme...[查看详细]

[查看次数]292

Spending Phase

[概述]Theperiodinaperson'slifefollowingretirementinwhichearningincomehascometoastopandthepersonislivingoffgovernmentsubsidy,re...[查看详细]

[查看次数]278

Split-Funded Annuity

[概述]Atypeofannuitythatusesaportionoftheprincipaltofundimmediatemonthlypaymentsandthensavestheremainingportiontofundadeferred...[查看详细]

[查看次数]268

Spousal Beneficiary Rollover

[概述]Atransferofretirementfundassetstothespouseofthedeceased.Thetransferisgenerallydoneinoneoftwoways.Thefirstwayisforthereti...[查看详细]

[查看次数]287

Spousal IRA

[概述]ATraditionalorRothIRAestablishedandfundedbyanindividualforhisorherspouse.Theseplansaretypicallysetupwhenthespousehaslitt...[查看详细]

[查看次数]272

Standard Of Living

[概述]Thelevelofwealth,comfort,materialgoodsandnecessitiesavailabletoacertainsocioeconomicclassinacertaingeographicarea.Thesta...[查看详细]

[查看次数]267