FullScopeAuditContributionLimitsRecordkeeperCorrectiveDistributionsIRSDeterminationLetterDefinedContributionPlanERISALimitedScopeAuditCustodianSSAE18InvestmentAdvisorNondiscriminationtestingSPDForm5500PrototypePlanEligibleparticipantsParties-in-interestTrusteePartial PlanTerminationSafe HarborContributionsFidelityBondReportingDeadlinesPlanAdministratorAdoptionAgreementPlanDocument80/120ruleRothContributionFBRICLiquidationbasis ofaccountingFullScopeAuditContributionLimitsRecordkeeperCorrectiveDistributionsIRSDeterminationLetterDefinedContributionPlanERISALimitedScopeAuditCustodianSSAE18InvestmentAdvisorNondiscriminationtestingSPDForm5500PrototypePlanEligibleparticipantsParties-in-interestTrusteePartial PlanTerminationSafe HarborContributionsFidelityBondReportingDeadlinesPlanAdministratorAdoptionAgreementPlanDocument80/120ruleRothContributionFBRICLiquidationbasis ofaccounting

401k Definitions - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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. Full Scope Audit
  2. Contribution Limits
  3. Recordkeeper
  4. Corrective Distributions
  5. IRS Determination Letter
  6. Defined Contribution Plan
  7. ERISA
  8. Limited Scope Audit
  9. Custodian
  10. SSAE18
  11. Investment Advisor
  12. Nondiscrimination testing
  13. SPD
  14. Form 5500
  15. Prototype Plan
  16. Eligible participants
  17. Parties-in-interest
  18. Trustee
  19. Partial Plan Termination
  20. Safe Harbor Contributions
  21. Fidelity Bond
  22. Reporting Deadlines
  23. Plan Administrator
  24. Adoption Agreement
  25. Plan Document
  26. 80/120 rule
  27. Roth Contribution
  28. FBRIC
  29. Liquidation basis of accounting