RothContributionCorrectiveDistributionsPlanAdministratorCustodianSPD80/120ruleEligibleparticipantsSafe HarborContributionsPartial PlanTerminationFBRICLimitedScopeAuditReportingDeadlinesLiquidationbasis ofaccountingFidelityBondERISAForm5500RecordkeeperAdoptionAgreementInvestmentAdvisorParties-in-interestTrusteeIRSDeterminationLetterPrototypePlanContributionLimitsPlanDocumentFullScopeAuditDefinedContributionPlanSSAE18NondiscriminationtestingRothContributionCorrectiveDistributionsPlanAdministratorCustodianSPD80/120ruleEligibleparticipantsSafe HarborContributionsPartial PlanTerminationFBRICLimitedScopeAuditReportingDeadlinesLiquidationbasis ofaccountingFidelityBondERISAForm5500RecordkeeperAdoptionAgreementInvestmentAdvisorParties-in-interestTrusteeIRSDeterminationLetterPrototypePlanContributionLimitsPlanDocumentFullScopeAuditDefinedContributionPlanSSAE18Nondiscriminationtesting

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