Other Information

Defined Benefit Plans Only

Actuarial Speak 101 (Adobe Acrobat PDF): Quick reference to the general definition of over 75 actuarial terms, 35 actuarial acronyms and 20 law acronyms.

Defined Contribution Plans Only

In-Plan Conversion to Designated Roth Accounts (Adobe Acrobat PDF): Summary of the main Roth conversion provisions in the Small Business Jobs and Credit Act (effective September 27, 2010) which allows the conversion of account balances within qualified defined contribution plans to Roth accounts.