My F&M
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.

Safe Harbor 401(k)

A 401(k) plan in which the employer's contributions meet specific minimum requirements applicable to all eligible employees. In exchange, the employer can bypass annual nondiscrimination testing on the 401(k) plan.

< Back to Glossary