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