ReportingDeadlinesForm5500EligibleparticipantsParties-in-interestContributionLimitsSSAE18InvestmentAdvisorPlanAdministratorPartial PlanTerminationTrusteeLiquidationbasis ofaccountingFullScopeAuditRecordkeeperAdoptionAgreementCustodianFidelityBondIRSDeterminationLetterRothContributionFBRICCorrectiveDistributionsERISASafe HarborContributionsPlanDocumentNondiscriminationtestingDefinedContributionPlanLimitedScopeAudit80/120ruleSPDPrototypePlanReportingDeadlinesForm5500EligibleparticipantsParties-in-interestContributionLimitsSSAE18InvestmentAdvisorPlanAdministratorPartial PlanTerminationTrusteeLiquidationbasis ofaccountingFullScopeAuditRecordkeeperAdoptionAgreementCustodianFidelityBondIRSDeterminationLetterRothContributionFBRICCorrectiveDistributionsERISASafe HarborContributionsPlanDocumentNondiscriminationtestingDefinedContributionPlanLimitedScopeAudit80/120ruleSPDPrototypePlan

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