529 EDUCATION SAVINGS PLAN

A type of 529 plan that lets an account owner open an investment account to save for the account beneficiary’s…

4 years ago

529 ACCOUNT OWNER

A person who establishes an account for a student to save money for qualified higher education expenses or tuition for elementary…

4 years ago

529 ACCOUNT BENEFICIARY

A current or future student for whom the 529 account is established.

4 years ago

403(B) PLAN

A type of tax-deferred retirement savings program available to employees of public schools, certain non-profits, and some members of the…

4 years ago

401(K) PLAN

An employer-sponsored retirement savings plan that gives employees a choice of investment options, typically mutual funds. Employees who participate in…

4 years ago

What is a global LEI?

The LEI is a reference code to uniquely identify a legally distinct entity that engages in a financial transaction. Currently,…

4 years ago

12b-1 Fees

12b-1 Fees are fees paid out of fund assets to cover the costs of marketing and selling fund shares. "Distribution…

4 years ago

What is an FRN?

An FRN, or FCC registration number, is a 10-digit number that is assigned to a business or individual registering with…

4 years ago

How to request an NCAGE Code

How to Obtain a NATO Commercial and Government Entity (NCAGE) Code If the NCAGE code has already been registered, you…

4 years ago

CAGE Code Acronyms

ACO - Administrative Contracting Officer APOC Alternate Point of Contact CAGE Commercial and Government EntityCIC Customer Interaction CenterCSI CAGE Search…

4 years ago