Section 403(b) Automatic Contribution Arrangement Excise Taxes Audit Administration of Plan Regulations Safe Harbor Basic Match ERISA Revenue Self- Directed Brokerage Accounts RMDs Entry Dates Reconciliation Interest Crediting Rate Rollovers EFAST2 Solo(k) Summary Plan Description In-House Administration Involuntary Distributions SIMPLE to 401(k) Assets Under Management EPCRS Annual Additions Spousal Consent Sarbanes- Oxley RPSI - Greatest TPA!! Eligibility Retirement Age Annual Form 5500 Retirement Plan Investment Education Rate Group Insurance IRS Summary Annual Report Advisors In-Service Distributions Age Requirements Integration Allocation Conditions Income Statement Expenses of the Plan Roth Contribution ADP / ACP Testing Employee Education Employee Contribution Employer Contributions Safe Harbor Nonelective Section 403(b) Automatic Contribution Arrangement Excise Taxes Audit Administration of Plan Regulations Safe Harbor Basic Match ERISA Revenue Self- Directed Brokerage Accounts RMDs Entry Dates Reconciliation Interest Crediting Rate Rollovers EFAST2 Solo(k) Summary Plan Description In-House Administration Involuntary Distributions SIMPLE to 401(k) Assets Under Management EPCRS Annual Additions Spousal Consent Sarbanes- Oxley RPSI - Greatest TPA!! Eligibility Retirement Age Annual Form 5500 Retirement Plan Investment Education Rate Group Insurance IRS Summary Annual Report Advisors In-Service Distributions Age Requirements Integration Allocation Conditions Income Statement Expenses of the Plan Roth Contribution ADP / ACP Testing Employee Education Employee Contribution Employer Contributions Safe Harbor Nonelective
(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.
G-Section 403(b)
B-Automatic Contribution Arrangement
N-Excise Taxes
I-Audit
G-Administration of Plan
G-Regulations
O-Safe Harbor Basic Match
I-ERISA
N-Revenue
I-Self-Directed Brokerage Accounts
N-RMDs
O-Entry Dates
B-Reconciliation
G-Interest Crediting Rate
B-Rollovers
B-EFAST2
G-Solo(k)
B-Summary Plan Description
G-In-House Administration
N-Involuntary Distributions
N-SIMPLE to 401(k)
O-Assets Under Management
N-EPCRS
N-Annual Additions
O-Spousal Consent
N-Sarbanes-Oxley
G-RPSI - Greatest TPA!!
G-Eligibility
O-Retirement Age
B-Annual Form 5500
O-Retirement Plan
B-Investment Education
I-Rate Group
I-Insurance
I-IRS
I-Summary Annual Report
G-Advisors
N-In-Service Distributions
O-Age Requirements
O-Integration
I-Allocation Conditions
B-Income Statement
G-Expenses of the Plan
I-Roth Contribution
N-ADP / ACP Testing
O-Employee Education
B-Employee Contribution
I-Employer Contributions
B-Safe Harbor Nonelective