SummaryAnnualReportRateGroupRMDsRPSIADP /ACPTestingSpousalConsentEmployeeContributionAgeRequirementsRetirementAgeSIMPLEto401(k)SafeHarborBasicMatchInterestCreditingRateRolloversAssetsUnderManagementRevenueEligibilityEFAST2Administrationof the PlanInvoluntaryDistributionsInvestmentEducationEmployerContributionSection403(b)EntryRatesIn-HouseAdministrationEPCRSIntegrationSelf-DirectedBrokerageAccountsAutomaticContributionArrangementIn-ServiceDistributionsERISASarbanes-OxleySolo(k)AnnualAdditionsIncomeStatementAllocationConditionsIRSRegulationsInsuranceRothContributionSafeHarborNonelectiveReconciliationExpensesof thePlanRetirementPlanSummaryPlanDescriptionAdvisorsAnnualForm5500AuditEmployeeEducationExciseTaxesSummaryAnnualReportRateGroupRMDsRPSIADP /ACPTestingSpousalConsentEmployeeContributionAgeRequirementsRetirementAgeSIMPLEto401(k)SafeHarborBasicMatchInterestCreditingRateRolloversAssetsUnderManagementRevenueEligibilityEFAST2Administrationof the PlanInvoluntaryDistributionsInvestmentEducationEmployerContributionSection403(b)EntryRatesIn-HouseAdministrationEPCRSIntegrationSelf-DirectedBrokerageAccountsAutomaticContributionArrangementIn-ServiceDistributionsERISASarbanes-OxleySolo(k)AnnualAdditionsIncomeStatementAllocationConditionsIRSRegulationsInsuranceRothContributionSafeHarborNonelectiveReconciliationExpensesof thePlanRetirementPlanSummaryPlanDescriptionAdvisorsAnnualForm5500AuditEmployeeEducationExciseTaxes

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