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Institutes Release Participant Investment Term Glossary

By Rebecca Moore editors@plansponsor.com | April 26, 2012

April 26, 2012 (PLANSPONSOR.com) - The SPARK Institute and the Investment Company Institute (ICI) released a sample investment term glossary for retirement plan participants.

The new version of the “Sample Glossary of Investment-Related Terms for Disclosures to Retirement Plan Participants” contains revisions to the use of the term “cash equivalent” and the definition of “market capitalization or market cap.”     

The sample glossary can be found at http://www.sparkinstitute.org/comments-and-materials.php.  

The SPARK Institute and ICI may release additional revisions to the glossary periodically, but have no other revisions planned at this time.  General inquiries and questions about the glossary should be submitted to larry@sparkinstitute.org and glossary@ici.org.