ReconciliationAgeRequirementsSafeHarborNonelectiveRetirementAgeAuditAutomaticContributionArrangementSelf-DirectedBrokerageAccountsIRSEligibilityIn-ServiceDistributionsSection403(b)EPCRSERISAAnnualForm5500Solo(k)Administrationof the PlanRateGroupEmployerContributionEntryRatesEmployeeEducationRPSISpousalConsentIn-HouseAdministrationExpensesof thePlanRetirementPlanRevenueAssetsUnderManagementEFAST2IntegrationInvestmentEducationRothContributionInvoluntaryDistributionsExciseTaxesEmployeeContributionInterestCreditingRateSIMPLEto401(k)ADP /ACPTestingRolloversAnnualAdditionsIncomeStatementRegulationsSummaryAnnualReportInsuranceAdvisorsSarbanes-OxleyAllocationConditionsSafeHarborBasicMatchSummaryPlanDescriptionRMDsReconciliationAgeRequirementsSafeHarborNonelectiveRetirementAgeAuditAutomaticContributionArrangementSelf-DirectedBrokerageAccountsIRSEligibilityIn-ServiceDistributionsSection403(b)EPCRSERISAAnnualForm5500Solo(k)Administrationof the PlanRateGroupEmployerContributionEntryRatesEmployeeEducationRPSISpousalConsentIn-HouseAdministrationExpensesof thePlanRetirementPlanRevenueAssetsUnderManagementEFAST2IntegrationInvestmentEducationRothContributionInvoluntaryDistributionsExciseTaxesEmployeeContributionInterestCreditingRateSIMPLEto401(k)ADP /ACPTestingRolloversAnnualAdditionsIncomeStatementRegulationsSummaryAnnualReportInsuranceAdvisorsSarbanes-OxleyAllocationConditionsSafeHarborBasicMatchSummaryPlanDescriptionRMDs

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