Self-DirectedBrokerageAccountsAnnualAdditionsSafeHarborNonelectiveAutomaticContributionArrangementAnnualForm5500RetirementAgeSection403(b)SafeHarborBasicMatchRPSIEntryRatesEligibilitySummaryPlanDescriptionRegulationsAuditInvoluntaryDistributionsRateGroupRMDsRevenueExciseTaxesAdvisorsEPCRSEFAST2EmployeeEducationSpousalConsentAdministrationof the PlanIn-ServiceDistributionsEmployerContributionSummaryAnnualReportSIMPLEto401(k)InterestCreditingRateADP /ACPTestingExpensesof thePlanAssetsUnderManagementInvestmentEducationRetirementPlanInsuranceIncomeStatementIRSSarbanes-OxleyRothContributionSolo(k)IntegrationAgeRequirementsERISARolloversEmployeeContributionReconciliationIn-HouseAdministrationAllocationConditionsSelf-DirectedBrokerageAccountsAnnualAdditionsSafeHarborNonelectiveAutomaticContributionArrangementAnnualForm5500RetirementAgeSection403(b)SafeHarborBasicMatchRPSIEntryRatesEligibilitySummaryPlanDescriptionRegulationsAuditInvoluntaryDistributionsRateGroupRMDsRevenueExciseTaxesAdvisorsEPCRSEFAST2EmployeeEducationSpousalConsentAdministrationof the PlanIn-ServiceDistributionsEmployerContributionSummaryAnnualReportSIMPLEto401(k)InterestCreditingRateADP /ACPTestingExpensesof thePlanAssetsUnderManagementInvestmentEducationRetirementPlanInsuranceIncomeStatementIRSSarbanes-OxleyRothContributionSolo(k)IntegrationAgeRequirementsERISARolloversEmployeeContributionReconciliationIn-HouseAdministrationAllocationConditions

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.


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