This bingo card has a free space and 24 words: What should not be broken out separately on the Financial Report from the brokerage account?, In the DC Template: Which Tabs are the Deliverables? (3), What document do we use in the new process of setting of SDBA account beginning balances?, Who should you ask when you have a question about a rework case?, What two things should never be on the Financial Report?, What is the deminimus amount for ER contributions that can be adjusted?, Multi asset Plan with Pooled Other Investments: How many columns are needed on the Plan Totals?, When the Federal Withholding is paid separately, is this part of the distribution or the fees?, When putting a pulse note into the Trust Accounting case for excess contributions do you address or CC the consultant?, For what plan must you confirm the number of accounts on the billing tab?, What is the maximum contribution amount for deferrals in 2024, including the catch-up contribution for individuals aged 50 and over?, When checking your per account what do you check to make sure no activity was missed?, If a brokerage has activity that is labeled “partnership distribution”, what type of activity is this?, If a life insurance policy is surrendered and is deposited into the brokerage, what type of activity is this?, If a client owns a collectible Ferrari Spider, can it be an asset in a retirement plan?, If a 5500 is extended, how long is the extension period?, What do you do with a current year TA if the prior year amended 5500 has not yet been filed?, Are pooled plans completed on cash or accrual basis?, Where do you enter brokerage account numbers so the populate on the list of investments?, What 2 tabs in the template should always mirror each other?, Where do you get the Plan Name/ Client Name to input on the start here tab?, What color are the balance checks throughout the template?, What does ROR (for DB Plans) stand for? and What missed transaction could greatly affect your Gain/Loss?.
Fun Friday Jr. | 6 DAYS LEFT = TAG LINE BINGO | Monday Funday Bingo | ERISA - BINGO | April 6, 2023 Staff Meeting Bingo
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