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