Distribution Eligibility Report ESOP S- Distribution Exempt Loan Beneficiary Safe Harbor Release of Shares SPD 401(m) 414(q) 5500 404 Limit Rate Group Test Valuation Pro- Rata Leveraged Distribution Eligibility Report Eligible Compensation Key Employees 401(a) (28) Eligibility Diversification 414(q) Administrator 409(o) NRA ERISA HCE 415 Limit Distribution Eligibility Report ESOP S- Distribution Exempt Loan Beneficiary Safe Harbor Release of Shares SPD 401(m) 414(q) 5500 404 Limit Rate Group Test Valuation Pro- Rata Leveraged Distribution Eligibility Report Eligible Compensation Key Employees 401(a) (28) Eligibility Diversification 414(q) Administrator 409(o) NRA ERISA HCE 415 Limit
ESOP - Call List
(Print) Use this randomly generated list as your call list when playing the game. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.
O-Distribution Eligibility Report
O-ESOP
s-S-Distribution
s-Exempt Loan
P-Beneficiary
O-Safe Harbor
s-Release of Shares
E-SPD
E-401(m)
E-414(q)
P-5500
s-404 Limit
S-Rate Group Test
S-Valuation
s-Pro-Rata
s-Leveraged
E-Distribution Eligibility Report
S-Eligible Compensation
E-Key Employees
P-401(a) (28)
P-Eligibility
P-Diversification
S-414(q)
E-Administrator
P-409(o)
S-NRA
S-ERISA
O-HCE
O-415 Limit