Partial PlanTerminationInvestmentAdvisorLimitedScopeAuditSSAE18EligibleparticipantsPlanDocumentAdoptionAgreementNondiscriminationtestingSPDTrusteeCustodianPrototypePlanForm5500CorrectiveDistributionsERISAFullScopeAuditParties-in-interestLiquidationbasis ofaccountingRothContributionContributionLimitsDefinedContributionPlan80/120ruleRecordkeeperFidelityBondReportingDeadlinesPlanAdministratorIRSDeterminationLetterSafe HarborContributionsFBRICPartial PlanTerminationInvestmentAdvisorLimitedScopeAuditSSAE18EligibleparticipantsPlanDocumentAdoptionAgreementNondiscriminationtestingSPDTrusteeCustodianPrototypePlanForm5500CorrectiveDistributionsERISAFullScopeAuditParties-in-interestLiquidationbasis ofaccountingRothContributionContributionLimitsDefinedContributionPlan80/120ruleRecordkeeperFidelityBondReportingDeadlinesPlanAdministratorIRSDeterminationLetterSafe HarborContributionsFBRIC

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. Partial Plan Termination
  2. Investment Advisor
  3. Limited Scope Audit
  4. SSAE18
  5. Eligible participants
  6. Plan Document
  7. Adoption Agreement
  8. Nondiscrimination testing
  9. SPD
  10. Trustee
  11. Custodian
  12. Prototype Plan
  13. Form 5500
  14. Corrective Distributions
  15. ERISA
  16. Full Scope Audit
  17. Parties-in-interest
  18. Liquidation basis of accounting
  19. Roth Contribution
  20. Contribution Limits
  21. Defined Contribution Plan
  22. 80/120 rule
  23. Recordkeeper
  24. Fidelity Bond
  25. Reporting Deadlines
  26. Plan Administrator
  27. IRS Determination Letter
  28. Safe Harbor Contributions
  29. FBRIC