facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
%POST_TITLE% Thumbnail

Retirement Plan Crossword

Let’s see how well you know some common questions and terms about a typical retirement plan!


Across

3. The act of taking money out of your 401(k) account.

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. An eligible employee who is covered by a retirement plan.

11. A timeline that 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 designed to become more conservative as a certain date approaches.

5. An asset or item acquired with the hope of generating income or gaining 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.

 


Download Article 

Return To Participant Insights

For more information, contact your MCF Financial Advisor today!

Hunter Nighbert

Financial Advisor

hnighbert@mcfadvisors.com

859-967-0990

Schedule a meeting

IMPORTANT DISCLOSURE INFORMATION  

MCF Advisors, LLC (“MCF”) is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about the adviser can also be found by visiting: https://adviserinfo.sec.gov/firm/summary/130372. The above commentary is for informational purposes only. Information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. MCF may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Please remember that past performance is not indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by MCF), or any non-investment related content, made reference to directly or indirectly in this blog/newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog/newsletter serves as the receipt of, or as a substitute for, personalized investment advice from MCF. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. MCF is neither a law firm nor a certified public accounting firm and no portion of this content should be construed as legal or accounting advice. A copy of MCF’s current written disclosure statement and customer relationship summary (“Form CRS”) discussing our advisory services and fees continues to remain available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. If you are a MCF client, please remember to contact MCF, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.