AllocationConditionsInvestmentEducationSummaryPlanDescriptionAdministrationof the PlanRetirementPlanSummaryAnnualReportRPSISpousalConsentAnnualAdditionsSection403(b)EntryRatesAssetsUnderManagementIn-ServiceDistributionsRetirementAgeIntegrationSIMPLEto401(k)RothContributionIncomeStatementSarbanes-OxleyADP /ACPTestingRateGroupRevenueEmployeeContributionIn-HouseAdministrationAdvisorsInsuranceEmployeeEducationEPCRSAnnualForm5500ERISAAuditInterestCreditingRateSafeHarborNonelectiveSafeHarborBasicMatchEmployerContributionExciseTaxesInvoluntaryDistributionsAutomaticContributionArrangementRegulationsSolo(k)EligibilityIRSEFAST2AgeRequirementsReconciliationExpensesof thePlanRMDsRolloversSelf-DirectedBrokerageAccountsAllocationConditionsInvestmentEducationSummaryPlanDescriptionAdministrationof the PlanRetirementPlanSummaryAnnualReportRPSISpousalConsentAnnualAdditionsSection403(b)EntryRatesAssetsUnderManagementIn-ServiceDistributionsRetirementAgeIntegrationSIMPLEto401(k)RothContributionIncomeStatementSarbanes-OxleyADP /ACPTestingRateGroupRevenueEmployeeContributionIn-HouseAdministrationAdvisorsInsuranceEmployeeEducationEPCRSAnnualForm5500ERISAAuditInterestCreditingRateSafeHarborNonelectiveSafeHarborBasicMatchEmployerContributionExciseTaxesInvoluntaryDistributionsAutomaticContributionArrangementRegulationsSolo(k)EligibilityIRSEFAST2AgeRequirementsReconciliationExpensesof thePlanRMDsRolloversSelf-DirectedBrokerageAccounts

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