Tag: plan

Cafeteria Plan

DefinitionA cafeteria plan is a type of employee benefit plan offered in the United States pursuant to Section 125 of the Internal Revenue Code....

Capital Gain

DefinitionA capital gain refers to profit that results from a sale of a capital asset, such as stock, bond or real estate, where the...

Pension Fund

DefinitionA pension fund, also known as a superannuation fund in some countries, is any plan, fund, or scheme which provides retirement income. Pension Fund...

Qualified Professional Asset Manager (QPAM)

What is 'Qualified Professional Asset Manager - QPAM' A registered investment advisor/manager. The criteria for qualifying as a QPAM are defined by...

Qualifying Annuity

What is 'Qualifying Annuity' This type of annuity is similar to any other, except that it has been approved by the IRS...

Qualified Pre-Retirement Survivor Annuity (QPSA)

Qualified Pre-Retirement Survivor Annuity (QPSA) What is 'Qualified Pre-Retirement Survivor Annuity - QPSA' A death benefit that is paid to the...

Qualified Domestic Relations Order (QDRO)

What is 'Qualified Domestic Relations Order - QDRO ' A type of court order typically found in a divorce agreement that recognizes...

Qualified Trust

What is 'Qualified Trust' A tax-advantaged fiduciary relationship between an employer and an employee in the form of a stock bonus, pension,...
qualified retirement plan

Qualified Retirement Plan

What is a qualified retirement plan A qualified retirement plan is a type of retirement savings plan that offers certain tax advantages to encourage employees...
Qualified Annuity

Qualified Annuity

When most people think about retirement planning, the first thing that comes to mind is saving for their golden years. But what about investing...

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