Finance and investing terminology · MLC-0118

Finance and investing terms: 0-9 (11)

• 12b-1 FeesSo-called “12b-1 fees” are fees paid out of fund assets to cover the costs of distribution and sometimes...
• 401(k) PlanAn employer-sponsored retirement savings plan that gives employees a choice of investment options, typically...
• 403(B) PlanA type of tax-deferred retirement savings program available to employees of public schools, certain...
• 529 account beneficiaryA current or future student for whom the 529 account is established.
• 529 account ownerA person who establishes an account for a student to save money for qualified higher education expenses or...
• 529 education savings planA type of 529 plan that lets an account owner open an investment account to save for the account...
• 529 plan offering circular529 plan document that has detailed information about the 529 plan; often called a disclosure statement...
• 529 plan or program managerA financial services firm - a mutual fund company, a brokerage firm, an investment adviser, or an insurance...
• 529 plan sponsorA state, a state agency or educational institution that chooses a plan manager and determines the rules and...
• 529 PlansA 529 plan is a tax-advantaged savings plan designed to encourage saving for certain educational costs. 529...
• 8-KPublic companies file Form 8-K, known as the "current report," to the SEC to announce major events that...

11 of 398 terms in Finance and investing terminology (MLC-0118). Request the full dataset.