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.
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Hunter Nighbert
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hnighbert@mcfadvisors.com
859-967-0990
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