Phrases with «plan assets»

"Plan assets" refers to the money, investments, and other resources held within a retirement or benefit plan to provide financial support and benefits to its participants. It usually includes funds contributed by both employers and employees, which are managed and invested to grow over time and be used for future payouts. Full definition

Related phrases

Sentences with «plan assets»

  • There are other types of legacy gifts you may wish to consider, such as a charitable remainder trust, a gift of life insurance, or a gift of retirement plan assets. (forward.com)
  • Surrender charges can be extraordinary — sometimes as much as seven percent of plan assets in the first year of an annuity contract! (employeefiduciary.com)
  • Companies treat their pension plan assets in a variety of different ways. (newconstructs.com)
  • (see all sentences)
a b c d e f g h i j k l m n o p q r s t u v w x y z