PrototypePlan80/120ruleRothContributionSPDPlanAdministratorFBRICPartial PlanTerminationIRSDeterminationLetterEligibleparticipantsFullScopeAuditCorrectiveDistributionsERISAFidelityBondContributionLimitsAdoptionAgreementReportingDeadlinesInvestmentAdvisorSafe HarborContributionsLiquidationbasis ofaccountingLimitedScopeAuditPlanDocumentNondiscriminationtestingDefinedContributionPlanSSAE18Form5500CustodianRecordkeeperParties-in-interestTrusteePrototypePlan80/120ruleRothContributionSPDPlanAdministratorFBRICPartial PlanTerminationIRSDeterminationLetterEligibleparticipantsFullScopeAuditCorrectiveDistributionsERISAFidelityBondContributionLimitsAdoptionAgreementReportingDeadlinesInvestmentAdvisorSafe HarborContributionsLiquidationbasis ofaccountingLimitedScopeAuditPlanDocumentNondiscriminationtestingDefinedContributionPlanSSAE18Form5500CustodianRecordkeeperParties-in-interestTrustee

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