AuditSection403(b)EntryDatesSummaryAnnualReportEPCRSEmployeeEducationEFAST2ExciseTaxesInvoluntaryDistributionsSafeHarborBasicMatchAnnualAdditionsInvestmentEducationInterestCreditingRateRolloversIn-HouseAdministrationAgeRequirementsRegulationsIntegrationAdvisorsRPSI -GreatestTPA!!Expensesof thePlanAutomaticContributionArrangementIncomeStatementADP /ACPTestingSIMPLEto401(k)RMDsSummaryPlanDescriptionAllocationConditionsRothContributionEmployerContributionsRateGroupReconciliationIn-ServiceDistributionsAnnualForm5500SpousalConsentEligibilityInsuranceRevenueSarbanes-OxleySelf-DirectedBrokerageAccountsRetirementAgeAssetsUnderManagementSolo(k)RetirementPlanIRSAdministrationof PlanERISAEmployeeContributionSafeHarborNonelectiveAuditSection403(b)EntryDatesSummaryAnnualReportEPCRSEmployeeEducationEFAST2ExciseTaxesInvoluntaryDistributionsSafeHarborBasicMatchAnnualAdditionsInvestmentEducationInterestCreditingRateRolloversIn-HouseAdministrationAgeRequirementsRegulationsIntegrationAdvisorsRPSI -GreatestTPA!!Expensesof thePlanAutomaticContributionArrangementIncomeStatementADP /ACPTestingSIMPLEto401(k)RMDsSummaryPlanDescriptionAllocationConditionsRothContributionEmployerContributionsRateGroupReconciliationIn-ServiceDistributionsAnnualForm5500SpousalConsentEligibilityInsuranceRevenueSarbanes-OxleySelf-DirectedBrokerageAccountsRetirementAgeAssetsUnderManagementSolo(k)RetirementPlanIRSAdministrationof PlanERISAEmployeeContributionSafeHarborNonelective

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