EmployeeContributionEmployeeEducationInvestmentEducationSarbanes-OxleyReconciliationRMDsExciseTaxesSolo(k)EligibilityERISAAgeRequirementsSummaryAnnualReportAnnualAdditionsRothContributionEntryRatesRegulationsRevenueRetirementAgeEFAST2SafeHarborNonelectiveAdvisorsSection403(b)RetirementPlanAssetsUnderManagementAdministrationof the PlanIncomeStatementRateGroupIntegrationAutomaticContributionArrangementExpensesof thePlanInvoluntaryDistributionsInterestCreditingRateAuditADP /ACPTestingInsuranceEmployerContributionSelf-DirectedBrokerageAccountsAllocationConditionsSummaryPlanDescriptionIRSRolloversSIMPLEto401(k)In-ServiceDistributionsAnnualForm5500In-HouseAdministrationSpousalConsentRPSIEPCRSSafeHarborBasicMatchEmployeeContributionEmployeeEducationInvestmentEducationSarbanes-OxleyReconciliationRMDsExciseTaxesSolo(k)EligibilityERISAAgeRequirementsSummaryAnnualReportAnnualAdditionsRothContributionEntryRatesRegulationsRevenueRetirementAgeEFAST2SafeHarborNonelectiveAdvisorsSection403(b)RetirementPlanAssetsUnderManagementAdministrationof the PlanIncomeStatementRateGroupIntegrationAutomaticContributionArrangementExpensesof thePlanInvoluntaryDistributionsInterestCreditingRateAuditADP /ACPTestingInsuranceEmployerContributionSelf-DirectedBrokerageAccountsAllocationConditionsSummaryPlanDescriptionIRSRolloversSIMPLEto401(k)In-ServiceDistributionsAnnualForm5500In-HouseAdministrationSpousalConsentRPSIEPCRSSafeHarborBasicMatch

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.


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