PrototypePlanNondiscriminationtestingCorrectiveDistributionsParties-in-interestSSAE1880/120ruleLimitedScopeAuditAdoptionAgreementEligibleparticipantsContributionLimitsIRSDeterminationLetterFullScopeAuditInvestmentAdvisorPartial PlanTerminationForm5500FBRICReportingDeadlinesPlanDocumentSafe HarborContributionsRothContributionFidelityBondPlanAdministratorTrusteeLiquidationbasis ofaccountingSPDDefinedContributionPlanCustodianRecordkeeperERISAPrototypePlanNondiscriminationtestingCorrectiveDistributionsParties-in-interestSSAE1880/120ruleLimitedScopeAuditAdoptionAgreementEligibleparticipantsContributionLimitsIRSDeterminationLetterFullScopeAuditInvestmentAdvisorPartial PlanTerminationForm5500FBRICReportingDeadlinesPlanDocumentSafe HarborContributionsRothContributionFidelityBondPlanAdministratorTrusteeLiquidationbasis ofaccountingSPDDefinedContributionPlanCustodianRecordkeeperERISA

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