PrototypePlanFullScopeAuditContributionLimitsPlanAdministratorSafe HarborContributionsCorrectiveDistributionsDefinedContributionPlanERISA80/120ruleSPDFBRICReportingDeadlinesTrusteeSSAE18PlanDocumentNondiscriminationtestingLimitedScopeAuditRecordkeeperEligibleparticipantsCustodianFidelityBondParties-in-interestPartial PlanTerminationInvestmentAdvisorIRSDeterminationLetterRothContributionAdoptionAgreementForm5500Liquidationbasis ofaccountingPrototypePlanFullScopeAuditContributionLimitsPlanAdministratorSafe HarborContributionsCorrectiveDistributionsDefinedContributionPlanERISA80/120ruleSPDFBRICReportingDeadlinesTrusteeSSAE18PlanDocumentNondiscriminationtestingLimitedScopeAuditRecordkeeperEligibleparticipantsCustodianFidelityBondParties-in-interestPartial PlanTerminationInvestmentAdvisorIRSDeterminationLetterRothContributionAdoptionAgreementForm5500Liquidationbasis 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. Prototype Plan
  2. Full Scope Audit
  3. Contribution Limits
  4. Plan Administrator
  5. Safe Harbor Contributions
  6. Corrective Distributions
  7. Defined Contribution Plan
  8. ERISA
  9. 80/120 rule
  10. SPD
  11. FBRIC
  12. Reporting Deadlines
  13. Trustee
  14. SSAE18
  15. Plan Document
  16. Nondiscrimination testing
  17. Limited Scope Audit
  18. Recordkeeper
  19. Eligible participants
  20. Custodian
  21. Fidelity Bond
  22. Parties-in-interest
  23. Partial Plan Termination
  24. Investment Advisor
  25. IRS Determination Letter
  26. Roth Contribution
  27. Adoption Agreement
  28. Form 5500
  29. Liquidation basis of accounting