RMDsRetirementAgeSIMPLEto401(k)EPCRSAnnualForm5500SpousalConsentEFAST2SafeHarborBasicMatchRolloversERISASelf-DirectedBrokerageAccountsEligibilityAllocationConditionsAuditEmployeeEducationEmployeeContributionEmployerContributionIncomeStatementSummaryPlanDescriptionAgeRequirementsRPSIInterestCreditingRateAutomaticContributionArrangementRegulationsAssetsUnderManagementIn-ServiceDistributionsRothContributionExpensesof thePlanRetirementPlanSummaryAnnualReportIRSRevenueRateGroupAdministrationof the PlanInsuranceSection403(b)AnnualAdditionsEntryRatesExciseTaxesIntegrationAdvisorsReconciliationInvoluntaryDistributionsIn-HouseAdministrationSarbanes-OxleySafeHarborNonelectiveADP /ACPTestingInvestmentEducationSolo(k)RMDsRetirementAgeSIMPLEto401(k)EPCRSAnnualForm5500SpousalConsentEFAST2SafeHarborBasicMatchRolloversERISASelf-DirectedBrokerageAccountsEligibilityAllocationConditionsAuditEmployeeEducationEmployeeContributionEmployerContributionIncomeStatementSummaryPlanDescriptionAgeRequirementsRPSIInterestCreditingRateAutomaticContributionArrangementRegulationsAssetsUnderManagementIn-ServiceDistributionsRothContributionExpensesof thePlanRetirementPlanSummaryAnnualReportIRSRevenueRateGroupAdministrationof the PlanInsuranceSection403(b)AnnualAdditionsEntryRatesExciseTaxesIntegrationAdvisorsReconciliationInvoluntaryDistributionsIn-HouseAdministrationSarbanes-OxleySafeHarborNonelectiveADP /ACPTestingInvestmentEducationSolo(k)

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