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