401(K) Plan
Employer-sponsored employee benefit scheme supported by the US tax code. Under this plan, a limited…
Definitions #
529 Plan
An investment strategy for individuals who wish to save money for college expenses for their…
12b-1 Plan
An investment fund that does not have administration fees associated with it to manage the…
52-Week High
The highest price at which a security traded during the previous year. Compare to 52-Week…
3 C’s Model
Business model developed by business and corporate strategist, Kenichi Ohmae, which indicates three key factors…
360 Degree Branding
Marketing activities which take into consideration brand identity and take an inclusive approach so that…
3d Printing
The manufacturing of a three-dimensional product from a computer-driven digital model. This process is additive,…
24-Hour Care Coverage
The blending of work-related and non-work related benefits to offer 24-hour coverage for illnesses and…
30-Day Letter
Notice sent to a taxpayer from the IRS giving the taxpayer thirty days to appeal…
7s
A strategic management model based on Japanese management principals first made popular in Tom Peter’s…
24 X 7
Numerical way to indicate that a business is normally always open 24 hours a day,…
7 X 24
Numerical way to indicate that a business is normally always open 24 hours a day,…
40 40 20 Rule
A principle of marketing design, developed by marketing expert Ed Mayer, which states that 40…
401(H) Trust
A limited-use account used to fund employee insurance costs after retirement. Employer contributions are tax…
401(K) Payable
The amount the company has to pay for employee contributions. Some companies match 401(k) contributions…
403(B) Plan
A type of retirement plan that is similar to a 401(k) plan but is specific…
5 Whys
A problem solving analysis technique that seeks to find the root cause of trouble quickly.…
5/1 Adjustable Rate Mortgage (Arm)
A type of home loan for which the interest rate varies during the life of…
