Sarbanes-OxleyEntryDatesEPCRSRetirementPlanAdvisorsSIMPLEto401(k)IRSEmployeeContributionSafeHarborBasicMatchRateGroupAnnualForm5500RetirementAgeIn-ServiceDistributionsRPSI -GreatestTPA!!RevenueRMDsAnnualAdditionsRolloversEFAST2AgeRequirementsReconciliationExpensesof thePlanAuditIntegrationEmployerContributionsAdministrationof PlanERISASolo(k)Self-DirectedBrokerageAccountsExciseTaxesADP /ACPTestingRothContributionEligibilitySpousalConsentSafeHarborNonelectiveInsuranceInvestmentEducationEmployeeEducationAllocationConditionsInterestCreditingRateIn-HouseAdministrationRegulationsAssetsUnderManagementAutomaticContributionArrangementInvoluntaryDistributionsSummaryAnnualReportIncomeStatementSummaryPlanDescriptionSection403(b)Sarbanes-OxleyEntryDatesEPCRSRetirementPlanAdvisorsSIMPLEto401(k)IRSEmployeeContributionSafeHarborBasicMatchRateGroupAnnualForm5500RetirementAgeIn-ServiceDistributionsRPSI -GreatestTPA!!RevenueRMDsAnnualAdditionsRolloversEFAST2AgeRequirementsReconciliationExpensesof thePlanAuditIntegrationEmployerContributionsAdministrationof PlanERISASolo(k)Self-DirectedBrokerageAccountsExciseTaxesADP /ACPTestingRothContributionEligibilitySpousalConsentSafeHarborNonelectiveInsuranceInvestmentEducationEmployeeEducationAllocationConditionsInterestCreditingRateIn-HouseAdministrationRegulationsAssetsUnderManagementAutomaticContributionArrangementInvoluntaryDistributionsSummaryAnnualReportIncomeStatementSummaryPlanDescriptionSection403(b)

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.


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