SafeHarborBasicMatchEmployeeContributionSIMPLEto401(k)EmployeeEducationExciseTaxesEFAST2RetirementAgeIn-HouseAdministrationInsuranceSelf-DirectedBrokerageAccountsReconciliationRevenueSection403(b)AgeRequirementsEligibilityRateGroupADP /ACPTestingSpousalConsentSafeHarborNonelectiveRetirementPlanSolo(k)IncomeStatementSummaryPlanDescriptionAnnualForm5500RothContributionEntryRatesRegulationsRPSIInterestCreditingRateEmployerContributionInvestmentEducationERISAInvoluntaryDistributionsAdministrationof the PlanAdvisorsExpensesof thePlanIRSRolloversAnnualAdditionsSummaryAnnualReportIntegrationEPCRSAssetsUnderManagementAuditAutomaticContributionArrangementSarbanes-OxleyAllocationConditionsIn-ServiceDistributionsRMDsSafeHarborBasicMatchEmployeeContributionSIMPLEto401(k)EmployeeEducationExciseTaxesEFAST2RetirementAgeIn-HouseAdministrationInsuranceSelf-DirectedBrokerageAccountsReconciliationRevenueSection403(b)AgeRequirementsEligibilityRateGroupADP /ACPTestingSpousalConsentSafeHarborNonelectiveRetirementPlanSolo(k)IncomeStatementSummaryPlanDescriptionAnnualForm5500RothContributionEntryRatesRegulationsRPSIInterestCreditingRateEmployerContributionInvestmentEducationERISAInvoluntaryDistributionsAdministrationof the PlanAdvisorsExpensesof thePlanIRSRolloversAnnualAdditionsSummaryAnnualReportIntegrationEPCRSAssetsUnderManagementAuditAutomaticContributionArrangementSarbanes-OxleyAllocationConditionsIn-ServiceDistributionsRMDs

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