SIMPLEto401(k)SummaryAnnualReportAuditAgeRequirementsInvestmentEducationIntegrationRothContributionAnnualForm5500AssetsUnderManagementRPSI -GreatestTPA!!AllocationConditionsEPCRSIRSRMDsRegulationsEmployeeContributionADP /ACPTestingEligibilityRolloversRateGroupIncomeStatementInsuranceAnnualAdditionsExciseTaxesSafeHarborBasicMatchEmployeeEducationReconciliationRetirementAgeInterestCreditingRateRevenueIn-ServiceDistributionsInvoluntaryDistributionsEmployerContributionsSelf-DirectedBrokerageAccountsSection403(b)In-HouseAdministrationSpousalConsentExpensesof thePlanAutomaticContributionArrangementSafeHarborNonelectiveSolo(k)Administrationof PlanEFAST2Sarbanes-OxleyRetirementPlanEntryDatesERISASummaryPlanDescriptionAdvisorsSIMPLEto401(k)SummaryAnnualReportAuditAgeRequirementsInvestmentEducationIntegrationRothContributionAnnualForm5500AssetsUnderManagementRPSI -GreatestTPA!!AllocationConditionsEPCRSIRSRMDsRegulationsEmployeeContributionADP /ACPTestingEligibilityRolloversRateGroupIncomeStatementInsuranceAnnualAdditionsExciseTaxesSafeHarborBasicMatchEmployeeEducationReconciliationRetirementAgeInterestCreditingRateRevenueIn-ServiceDistributionsInvoluntaryDistributionsEmployerContributionsSelf-DirectedBrokerageAccountsSection403(b)In-HouseAdministrationSpousalConsentExpensesof thePlanAutomaticContributionArrangementSafeHarborNonelectiveSolo(k)Administrationof PlanEFAST2Sarbanes-OxleyRetirementPlanEntryDatesERISASummaryPlanDescriptionAdvisors

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