Sarbanes-OxleyIntegrationInvoluntaryDistributionsSummaryAnnualReportEligibilitySpousalConsentAdministrationof the PlanADP /ACPTestingRetirementAgeAuditAnnualForm5500ERISAEPCRSAllocationConditionsEFAST2RegulationsInsuranceRevenueSIMPLEto401(k)Solo(k)RothContributionEmployeeContributionAdvisorsRPSISummaryPlanDescriptionAssetsUnderManagementAnnualAdditionsReconciliationExpensesof thePlanSection403(b)SafeHarborBasicMatchIncomeStatementIn-HouseAdministrationInterestCreditingRateEmployeeEducationExciseTaxesSelf-DirectedBrokerageAccountsEmployerContributionEntryRatesIRSRMDsInvestmentEducationRateGroupSafeHarborNonelectiveIn-ServiceDistributionsRolloversAutomaticContributionArrangementAgeRequirementsRetirementPlanSarbanes-OxleyIntegrationInvoluntaryDistributionsSummaryAnnualReportEligibilitySpousalConsentAdministrationof the PlanADP /ACPTestingRetirementAgeAuditAnnualForm5500ERISAEPCRSAllocationConditionsEFAST2RegulationsInsuranceRevenueSIMPLEto401(k)Solo(k)RothContributionEmployeeContributionAdvisorsRPSISummaryPlanDescriptionAssetsUnderManagementAnnualAdditionsReconciliationExpensesof thePlanSection403(b)SafeHarborBasicMatchIncomeStatementIn-HouseAdministrationInterestCreditingRateEmployeeEducationExciseTaxesSelf-DirectedBrokerageAccountsEmployerContributionEntryRatesIRSRMDsInvestmentEducationRateGroupSafeHarborNonelectiveIn-ServiceDistributionsRolloversAutomaticContributionArrangementAgeRequirementsRetirementPlan

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