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