RothContributionSSAE18ERISAPlanDocumentDefinedContributionPlanCorrectiveDistributionsPlanAdministratorFidelityBondPrototypePlanParties-in-interestPartial PlanTerminationForm5500ReportingDeadlinesRecordkeeperLiquidationbasis ofaccountingFBRICSPDAdoptionAgreementLimitedScopeAuditIRSDeterminationLetterInvestmentAdvisorEligibleparticipantsCustodianSafe HarborContributionsTrusteeNondiscriminationtestingFullScopeAudit80/120ruleContributionLimitsRothContributionSSAE18ERISAPlanDocumentDefinedContributionPlanCorrectiveDistributionsPlanAdministratorFidelityBondPrototypePlanParties-in-interestPartial PlanTerminationForm5500ReportingDeadlinesRecordkeeperLiquidationbasis ofaccountingFBRICSPDAdoptionAgreementLimitedScopeAuditIRSDeterminationLetterInvestmentAdvisorEligibleparticipantsCustodianSafe HarborContributionsTrusteeNondiscriminationtestingFullScopeAudit80/120ruleContributionLimits

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