Section403(b)RolloversAnnualForm5500EFAST2EmployerContributionEPCRSSpousalConsentEmployeeContributionAuditRPSIIn-HouseAdministrationInvestmentEducationSelf-DirectedBrokerageAccountsInsuranceSafeHarborNonelectiveIRSIn-ServiceDistributionsRegulationsAutomaticContributionArrangementRetirementAgeAdministrationof the PlanExpensesof thePlanRetirementPlanReconciliationRothContributionSarbanes-OxleyAdvisorsAgeRequirementsSolo(k)ADP /ACPTestingExciseTaxesIncomeStatementSummaryPlanDescriptionEligibilityAnnualAdditionsERISASafeHarborBasicMatchInterestCreditingRateSIMPLEto401(k)IntegrationAllocationConditionsRMDsSummaryAnnualReportRevenueEntryRatesAssetsUnderManagementRateGroupEmployeeEducationInvoluntaryDistributionsSection403(b)RolloversAnnualForm5500EFAST2EmployerContributionEPCRSSpousalConsentEmployeeContributionAuditRPSIIn-HouseAdministrationInvestmentEducationSelf-DirectedBrokerageAccountsInsuranceSafeHarborNonelectiveIRSIn-ServiceDistributionsRegulationsAutomaticContributionArrangementRetirementAgeAdministrationof the PlanExpensesof thePlanRetirementPlanReconciliationRothContributionSarbanes-OxleyAdvisorsAgeRequirementsSolo(k)ADP /ACPTestingExciseTaxesIncomeStatementSummaryPlanDescriptionEligibilityAnnualAdditionsERISASafeHarborBasicMatchInterestCreditingRateSIMPLEto401(k)IntegrationAllocationConditionsRMDsSummaryAnnualReportRevenueEntryRatesAssetsUnderManagementRateGroupEmployeeEducationInvoluntaryDistributions

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