LimitedScopeAuditTrusteeAdoptionAgreementIRSDeterminationLetterSPDCorrectiveDistributionsRothContributionEligibleparticipantsReportingDeadlinesPrototypePlanInvestmentAdvisorPlanDocumentCustodianFidelityBondRecordkeeperForm5500FullScopeAuditFBRICSSAE18Liquidationbasis ofaccountingPartial PlanTerminationParties-in-interestNondiscriminationtestingPlanAdministratorERISAContributionLimits80/120ruleSafe HarborContributionsDefinedContributionPlanLimitedScopeAuditTrusteeAdoptionAgreementIRSDeterminationLetterSPDCorrectiveDistributionsRothContributionEligibleparticipantsReportingDeadlinesPrototypePlanInvestmentAdvisorPlanDocumentCustodianFidelityBondRecordkeeperForm5500FullScopeAuditFBRICSSAE18Liquidationbasis ofaccountingPartial PlanTerminationParties-in-interestNondiscriminationtestingPlanAdministratorERISAContributionLimits80/120ruleSafe HarborContributionsDefinedContributionPlan

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