80/120ruleLimitedScopeAuditInvestmentAdvisorForm5500FullScopeAuditERISATrusteeParties-in-interestPrototypePlanPlanAdministratorAdoptionAgreementRothContributionRecordkeeperSSAE18EligibleparticipantsNondiscriminationtestingPartial PlanTerminationDefinedContributionPlanSafe HarborContributionsIRSDeterminationLetterFBRICFidelityBondSPDReportingDeadlinesContributionLimitsCustodianPlanDocumentCorrectiveDistributionsLiquidationbasis ofaccounting80/120ruleLimitedScopeAuditInvestmentAdvisorForm5500FullScopeAuditERISATrusteeParties-in-interestPrototypePlanPlanAdministratorAdoptionAgreementRothContributionRecordkeeperSSAE18EligibleparticipantsNondiscriminationtestingPartial PlanTerminationDefinedContributionPlanSafe HarborContributionsIRSDeterminationLetterFBRICFidelityBondSPDReportingDeadlinesContributionLimitsCustodianPlanDocumentCorrectiveDistributionsLiquidationbasis 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. 80/120 rule
  2. Limited Scope Audit
  3. Investment Advisor
  4. Form 5500
  5. Full Scope Audit
  6. ERISA
  7. Trustee
  8. Parties-in-interest
  9. Prototype Plan
  10. Plan Administrator
  11. Adoption Agreement
  12. Roth Contribution
  13. Recordkeeper
  14. SSAE18
  15. Eligible participants
  16. Nondiscrimination testing
  17. Partial Plan Termination
  18. Defined Contribution Plan
  19. Safe Harbor Contributions
  20. IRS Determination Letter
  21. FBRIC
  22. Fidelity Bond
  23. SPD
  24. Reporting Deadlines
  25. Contribution Limits
  26. Custodian
  27. Plan Document
  28. Corrective Distributions
  29. Liquidation basis of accounting