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.
5. Average age of retirement.
6. The party designated by a participant to receive the retirement plan benefits of a deceased participant.
7. (You) Involving trust, especially concerning the relationship between a trustee and a beneficiary.
8. 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.
3. An asset or item acquired to generate income or gain appreciation.
4. Involving trust, especially about the relationship between a trustee and a beneficiary.
5. An amount of money that an employer chooses to make to participating employees’ retirement plans offered by the company.

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Answer key:

1. Rollover
2. TargetDateFund
3. Withdrawal
4. Distribution
5. Investment
6. SixtyFive
7. Fiduciary
8. Beneficiary
9. Match
10. Participant
11. VestingSchedule