Acronyms Flashcards

(40 cards)

1
Q

CC

A

Conversion Consultant

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

CS

A

Conversion Specialist

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

PCG

A

Plan Conversion Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

FISF

A

Final Investment Selection Form

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

SDBA

A

Self Directed Brokerage Accounts

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

CITS

A

Collective Investments

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

SVFs

A

Stable Value Funds

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

SA

A

Service Agreement

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

NTC

A

Newport Trust Company

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

PDD

A

Participant Disclosure Document`

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

QDIA

A

Qualified Default Investment Alternative

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

DFM

A

Default Fund Matrix

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

NRA

A

Normal Retirement Age

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

PCNR

A

WHAT

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

HRIS

A

WHAT

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

EPT

A

Employee Profile Tracking

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

AA

A

Adoption Agreement

18
Q

DOL

A

Department of Labor

19
Q

ERISA

A

The Employee Retirement Security Act of 1974

20
Q

ESOP

A

Employee Stock Ownership Plans

21
Q

ETF

A

Exchanged Traded Funds

22
Q

HCE

A

Highly Compensated Employees

23
Q

IRC

A

Internal Revenue Code

24
Q

MATC

A

Mid-Atlantic Trust Company

25
MEP
Multiple Employer Plan
26
NHCE
Non-Highly Compensated Employees
27
NOI
Notice Of Intent
28
PA
Plan Analyst
29
PPA
Pension Protection Act of 2006
30
PPT
Participant
31
PS
Plan Sponsor
32
QDRO
Qualified Domestic Relations Order
33
RK
Recordkeeper
34
SARF
Service Agreement Request Form
35
SOX Notices
Sarbanes Oxley Notices
36
TDA
TD Ameritrade
37
TOA
Transfer of Assets
38
TPA
Third Party Administrator
39
TPB
Third Party Billing Form
40
RMD
Required Minimum Distribution