DefinedContributionPlanPrototypePlanInvestmentAdvisorLiquidationbasis ofaccountingReportingDeadlinesForm5500ContributionLimitsPlanAdministrator80/120ruleParties-in-interestNondiscriminationtestingLimitedScopeAuditRecordkeeperCustodianRothContributionTrusteeFBRICSafe HarborContributionsEligibleparticipantsERISAAdoptionAgreementCorrectiveDistributionsPartial PlanTerminationIRSDeterminationLetterSPDSSAE18PlanDocumentFidelityBondFullScopeAuditDefinedContributionPlanPrototypePlanInvestmentAdvisorLiquidationbasis ofaccountingReportingDeadlinesForm5500ContributionLimitsPlanAdministrator80/120ruleParties-in-interestNondiscriminationtestingLimitedScopeAuditRecordkeeperCustodianRothContributionTrusteeFBRICSafe HarborContributionsEligibleparticipantsERISAAdoptionAgreementCorrectiveDistributionsPartial PlanTerminationIRSDeterminationLetterSPDSSAE18PlanDocumentFidelityBondFullScopeAudit

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