Financial Terms & Definitions

If talking about finances feels like trying to learn a foreign language, we're here to help. As your trusted financial planners and investment managers, we want you to understand the terms, acronyms, and jargon that may arise during your financial journey.

From Amortization to Zero-Coupon, we've got you covered.
Here's our glossary of financial terms in alphabetical order to get you started.

Plan Administrator

In most cases, a third party who manages a retirement or pension plan for a company and its employees. The administrator's main responsibility is to make sure a retirement plan complies with the IRS requirements for a plan sponsor, including communications, plan maintenance, and disclosures.

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