Terminology

No 401(k) help center would be complete without a guide to the industry specific terminology associated with retirement plans. Untangle the jargon and learn what the insiders know.

Alphabetical Index of Retirement Plan Topics

Courtesy of the IRS, this alphabetical index provides information on a variety of retirement plan topics.


Glossary of Investment-Related Terms from Disclosures to Retirement Plan Participants (PDF)

Developed by The SPARK Institute and the Investment Company Institute, this downloadable PDF glossary defines common investment-related terms.