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  2. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    The return, or the holding period return, can be calculated over a single period.The single period may last any length of time. The overall period may, however, instead be divided into contiguous subperiods. This means that there is more than one time period, each sub-period beginning at the point in time where the previous one ended. In such a case, where there are

  3. Retention period - Wikipedia

    en.wikipedia.org/wiki/Retention_period

    A retention period (associated with a retention schedule or retention program) is an aspect of records and information management (RIM) and the records life cycle that identifies the duration of time for which the information should be maintained or "retained", irrespective of format (paper, electronic, or other). Retention periods vary with ...

  4. Accounting records - Wikipedia

    en.wikipedia.org/wiki/Accounting_records

    Accounting records can be in physical or electronic formats. In some states, accounting bodies set rules on dealing with records from a presentation of financial statements or auditing perspective. Rules vary in different countries and different industries have specific record-keeping requirements.

  5. Retention schedule - Wikipedia

    en.wikipedia.org/wiki/Retention_schedule

    A retention schedule is a listing of organizational information types, or series of information in a manner which facilitates the understanding and application of the identified and approved retention period, and other information retention aspects.

  6. Regulation S-X - Wikipedia

    en.wikipedia.org/wiki/Regulation_S-X

    Regulation S-X and the Financial Reporting Releases (Staff Accounting Bulletins) set forth the form and content of and requirements for financial statements required to be filed as a part of (a) registration statements under the Securities Act of 1933 and (b) registration statements under section 12, [2] annual or other reports under sections 13 [3] and 15(d) [4] and proxy and information ...

  7. Fund accounting - Wikipedia

    en.wikipedia.org/wiki/Fund_accounting

    Nonprofit and governments use the same four standard financial statements as profit-making organizations: Statement of financial activities or statement of support, revenue and expenses. This statement resembles the income statement of a business, but may use terms like excess or deficit rather than profit or loss. It shows the net results, by ...

  8. Top Retirement Plan Providers - AOL

    www.aol.com/top-retirement-plan-providers...

    In addition to traditional 401(k) plans for small companies, some financial services firms offer pooled employer plan (PEP) or multiple employer plan (MEP) 401(k) options.

  9. Financial statement - Wikipedia

    en.wikipedia.org/wiki/Financial_statement

    Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand. They typically include four basic financial statements accompanied by a management ...