Trust Folder, Portal Messages, DB/DC combo Investment Fees EE-23,000 Catchup- 7,500, ER 69,000 DB 05 Actuarial Valuation Folder. Investment Fees Plan info/ admin/ form 5500 type Admin Fees Plan Sponsor & FA/CPA Plan Info/ Plan Overview Plan info/plan detail/ Services 30 Days Set Up Transfers Due 2 Weeks Per Participant Breakdown False 12/31/9999 Per Account Forward to Consultant 13 Deconversion Folder End of the Month w/ final dist True Apply them to current year contributions Both NIGO to consultant Trust Folder, Portal Messages, DB/DC combo Investment Fees EE-23,000 Catchup- 7,500, ER 69,000 DB 05 Actuarial Valuation Folder. Investment Fees Plan info/ admin/ form 5500 type Admin Fees Plan Sponsor & FA/CPA Plan Info/ Plan Overview Plan info/plan detail/ Services 30 Days Set Up Transfers Due 2 Weeks Per Participant Breakdown False 12/31/9999 Per Account Forward to Consultant 13 Deconversion Folder End of the Month w/ final dist True Apply them to current year contributions Both NIGO to consultant
(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.
Trust Folder, Portal Messages, DB/DC combo
Investment Fees
EE-23,000 Catchup- 7,500, ER 69,000
DB 05 Actuarial Valuation Folder.
Investment Fees
Plan info/ admin/ form 5500 type
Admin Fees
Plan Sponsor & FA/CPA
Plan Info/ Plan Overview
Plan info/plan detail/ Services
30 Days
Set Up Transfers Due
2 Weeks
Per Participant Breakdown
False
12/31/9999
Per Account
Forward to Consultant
13 Deconversion Folder
End of the Month w/ final dist
True
Apply them to current year contributions
Both
NIGO to consultant