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