Retirement Plan Crossword

Across

3. The act of taking money out of your 401(k) account early, will receive penalty.

4. A lump sum paid to a participant or beneficiary.

6. Average age of retirement.

8. The party designated by a participant to receive the retirement plan benefits of a deceased participant.

10. (You) Involving trust, especially concerning the relationship between a trustee and a beneficiary.

11. Determines the portion of a participant's accrued benefit or account balance.

Down

1. Transferring funds from one plan to another.

2. A fund of funds.

5. An asset or item acquired to generate income or gain appreciation.

7. Involving trust, especially about the relationship between a trustee and a beneficiary.

9. An amount of money that an employer chooses to make to participating employees' retirement plans offered by the company.

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Answers:

1. Rollover

2. TargetDateFund

3. Withdrawal

4. Distribution

5. Investment

6. SixtyFive

7. Fiduciary

8. Beneficiary

9. Match

10. Participant

11. VestingSchedule