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