EntryRatesInsuranceSummaryAnnualReportAllocationConditionsAdvisorsIntegrationEmployerContributionInvoluntaryDistributionsSection403(b)AnnualAdditionsRegulationsRolloversAnnualForm5500Self-DirectedBrokerageAccountsExciseTaxesSafeHarborBasicMatchRetirementAgeRateGroupSpousalConsentEFAST2RevenueSummaryPlanDescriptionRPSIIn-ServiceDistributionsEligibilityAssetsUnderManagementSafeHarborNonelectiveSIMPLEto401(k)EmployeeContributionIn-HouseAdministrationInterestCreditingRateEPCRSERISARetirementPlanADP /ACPTestingRMDsSarbanes-OxleyExpensesof thePlanIRSInvestmentEducationAgeRequirementsRothContributionAdministrationof the PlanIncomeStatementAutomaticContributionArrangementReconciliationSolo(k)AuditEmployeeEducationEntryRatesInsuranceSummaryAnnualReportAllocationConditionsAdvisorsIntegrationEmployerContributionInvoluntaryDistributionsSection403(b)AnnualAdditionsRegulationsRolloversAnnualForm5500Self-DirectedBrokerageAccountsExciseTaxesSafeHarborBasicMatchRetirementAgeRateGroupSpousalConsentEFAST2RevenueSummaryPlanDescriptionRPSIIn-ServiceDistributionsEligibilityAssetsUnderManagementSafeHarborNonelectiveSIMPLEto401(k)EmployeeContributionIn-HouseAdministrationInterestCreditingRateEPCRSERISARetirementPlanADP /ACPTestingRMDsSarbanes-OxleyExpensesof thePlanIRSInvestmentEducationAgeRequirementsRothContributionAdministrationof the PlanIncomeStatementAutomaticContributionArrangementReconciliationSolo(k)AuditEmployeeEducation

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