TrusteeForm5500Partial PlanTerminationAdoptionAgreementPlanDocumentRothContributionEligibleparticipantsSSAE18Liquidationbasis ofaccountingIRSDeterminationLetterFidelityBondLimitedScopeAuditFBRICCustodianInvestmentAdvisorParties-in-interestPrototypePlanContributionLimitsERISANondiscriminationtesting80/120ruleSPDFullScopeAuditCorrectiveDistributionsDefinedContributionPlanSafe HarborContributionsReportingDeadlinesPlanAdministratorRecordkeeperTrusteeForm5500Partial PlanTerminationAdoptionAgreementPlanDocumentRothContributionEligibleparticipantsSSAE18Liquidationbasis ofaccountingIRSDeterminationLetterFidelityBondLimitedScopeAuditFBRICCustodianInvestmentAdvisorParties-in-interestPrototypePlanContributionLimitsERISANondiscriminationtesting80/120ruleSPDFullScopeAuditCorrectiveDistributionsDefinedContributionPlanSafe HarborContributionsReportingDeadlinesPlanAdministratorRecordkeeper

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