ERISA - BINGO - 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.

1. I-Audit
2. N-SIMPLE to 401(k)
3. O-Safe Harbor Basic Match
4. I-Rate Group
5. G-RPSI - Greatest TPA!!
6. N-RMDs
7. N-ADP / ACP Testing
8. O-Retirement Age
9. B-Automatic Contribution Arrangement
10. N-In-Service Distributions
11. I-Allocation Conditions
12. G-Advisors
13. I-Insurance
14. B-Employee Contribution
15. G-In-House Administration
16. I-Roth Contribution
17. B-Safe Harbor Nonelective
18. B-Annual Form 5500
19. N-Excise Taxes
20. I-ERISA
21. G-Expenses of the Plan
22. I-IRS
23. I-Self-Directed Brokerage Accounts
24. G-Eligibility
25. N-Revenue
26. G-Administration of Plan
27. N-EPCRS
28. N-Involuntary Distributions
29. I-Summary Annual Report
30. N-Annual Additions
31. B-Investment Education
32. O-Retirement Plan
33. B-Income Statement
34. O-Spousal Consent
35. O-Assets Under Management
36. N-Sarbanes-Oxley
37. O-Employee Education
38. O-Age Requirements
39. I-Employer Contributions
40. B-Summary Plan Description
41. O-Entry Dates
42. G-Interest Crediting Rate
43. B-Rollovers
44. B-Reconciliation
45. G-Solo(k)
46. B-EFAST2
47. O-Integration
48. G-Section 403(b)
49. G-Regulations