CorrectiveDistributionsForm5500Safe HarborContributionsLimitedScopeAuditReportingDeadlinesAdoptionAgreementFullScopeAuditSSAE18ContributionLimitsLiquidationbasis ofaccountingSPDTrusteeFBRICFidelityBondPartial PlanTerminationParties-in-interestIRSDeterminationLetterRothContribution80/120rulePrototypePlanCustodianPlanDocumentNondiscriminationtestingERISAPlanAdministratorRecordkeeperInvestmentAdvisorDefinedContributionPlanEligibleparticipantsCorrectiveDistributionsForm5500Safe HarborContributionsLimitedScopeAuditReportingDeadlinesAdoptionAgreementFullScopeAuditSSAE18ContributionLimitsLiquidationbasis ofaccountingSPDTrusteeFBRICFidelityBondPartial PlanTerminationParties-in-interestIRSDeterminationLetterRothContribution80/120rulePrototypePlanCustodianPlanDocumentNondiscriminationtestingERISAPlanAdministratorRecordkeeperInvestmentAdvisorDefinedContributionPlanEligibleparticipants

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