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