RothContributionExpensesof thePlanRPSIIntegrationSarbanes-OxleyRetirementPlanSafeHarborNonelectiveSection403(b)AuditAdministrationof the PlanEligibilityAnnualAdditionsSolo(k)EFAST2AnnualForm5500ExciseTaxesAllocationConditionsInterestCreditingRateEmployerContributionRateGroupEmployeeEducationRevenueInvestmentEducationAgeRequirementsEntryRatesSIMPLEto401(k)InvoluntaryDistributionsIRSRetirementAgeIncomeStatementEPCRSReconciliationRolloversInsuranceSummaryPlanDescriptionRegulationsAdvisorsERISAAssetsUnderManagementSafeHarborBasicMatchEmployeeContributionADP /ACPTestingSelf-DirectedBrokerageAccountsIn-HouseAdministrationSpousalConsentRMDsAutomaticContributionArrangementSummaryAnnualReportIn-ServiceDistributionsRothContributionExpensesof thePlanRPSIIntegrationSarbanes-OxleyRetirementPlanSafeHarborNonelectiveSection403(b)AuditAdministrationof the PlanEligibilityAnnualAdditionsSolo(k)EFAST2AnnualForm5500ExciseTaxesAllocationConditionsInterestCreditingRateEmployerContributionRateGroupEmployeeEducationRevenueInvestmentEducationAgeRequirementsEntryRatesSIMPLEto401(k)InvoluntaryDistributionsIRSRetirementAgeIncomeStatementEPCRSReconciliationRolloversInsuranceSummaryPlanDescriptionRegulationsAdvisorsERISAAssetsUnderManagementSafeHarborBasicMatchEmployeeContributionADP /ACPTestingSelf-DirectedBrokerageAccountsIn-HouseAdministrationSpousalConsentRMDsAutomaticContributionArrangementSummaryAnnualReportIn-ServiceDistributions

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