SummaryAnnualReportSIMPLEto401(k)Administrationof the PlanInterestCreditingRateInsuranceADP /ACPTestingERISARateGroupAgeRequirementsAssetsUnderManagementEmployeeContributionSafeHarborNonelectiveReconciliationSelf-DirectedBrokerageAccountsAllocationConditionsEmployerContributionRothContributionRegulationsSafeHarborBasicMatchAuditIncomeStatementAnnualForm5500InvestmentEducationSarbanes-OxleyIRSSummaryPlanDescriptionAdvisorsAutomaticContributionArrangementRetirementPlanSection403(b)RPSIInvoluntaryDistributionsEPCRSRevenueIntegrationSpousalConsentEligibilityExciseTaxesEmployeeEducationRolloversRMDsEFAST2In-HouseAdministrationSolo(k)Expensesof thePlanIn-ServiceDistributionsRetirementAgeAnnualAdditionsEntryRatesSummaryAnnualReportSIMPLEto401(k)Administrationof the PlanInterestCreditingRateInsuranceADP /ACPTestingERISARateGroupAgeRequirementsAssetsUnderManagementEmployeeContributionSafeHarborNonelectiveReconciliationSelf-DirectedBrokerageAccountsAllocationConditionsEmployerContributionRothContributionRegulationsSafeHarborBasicMatchAuditIncomeStatementAnnualForm5500InvestmentEducationSarbanes-OxleyIRSSummaryPlanDescriptionAdvisorsAutomaticContributionArrangementRetirementPlanSection403(b)RPSIInvoluntaryDistributionsEPCRSRevenueIntegrationSpousalConsentEligibilityExciseTaxesEmployeeEducationRolloversRMDsEFAST2In-HouseAdministrationSolo(k)Expensesof thePlanIn-ServiceDistributionsRetirementAgeAnnualAdditionsEntryRates

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