InvestmentEducationAllocationConditionsEmployerContributionAgeRequirementsAssetsUnderManagementRateGroupEmployeeEducationSpousalConsentRPSISarbanes-OxleyIntegrationAnnualForm5500In-HouseAdministrationRetirementAgeSafeHarborBasicMatchERISARetirementPlanADP /ACPTestingInsuranceIncomeStatementAdministrationof the PlanIRSSection403(b)InterestCreditingRateSummaryAnnualReportSafeHarborNonelectiveRolloversSummaryPlanDescriptionEmployeeContributionEFAST2AutomaticContributionArrangementAuditRegulationsInvoluntaryDistributionsRothContributionEntryRatesReconciliationExciseTaxesSolo(k)AdvisorsIn-ServiceDistributionsExpensesof thePlanRevenueRMDsEligibilityEPCRSSIMPLEto401(k)Self-DirectedBrokerageAccountsAnnualAdditionsInvestmentEducationAllocationConditionsEmployerContributionAgeRequirementsAssetsUnderManagementRateGroupEmployeeEducationSpousalConsentRPSISarbanes-OxleyIntegrationAnnualForm5500In-HouseAdministrationRetirementAgeSafeHarborBasicMatchERISARetirementPlanADP /ACPTestingInsuranceIncomeStatementAdministrationof the PlanIRSSection403(b)InterestCreditingRateSummaryAnnualReportSafeHarborNonelectiveRolloversSummaryPlanDescriptionEmployeeContributionEFAST2AutomaticContributionArrangementAuditRegulationsInvoluntaryDistributionsRothContributionEntryRatesReconciliationExciseTaxesSolo(k)AdvisorsIn-ServiceDistributionsExpensesof thePlanRevenueRMDsEligibilityEPCRSSIMPLEto401(k)Self-DirectedBrokerageAccountsAnnualAdditions

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