PerParticipantBreakdownPlan info/admin/form 5500type2WeeksForward toConsultantTruePlaninfo/plandetail/ServicesPlan Info/PlanOverviewBothAdminFeesEE-23,000Catchup-7,500, ER69,000DB 05ActuarialValuationFolder.InvestmentFeesNIGO toconsultantApply themto currentyearcontributionsSet UpTransfersDue13DeconversionFolder12/31/9999End of theMonth w/final distPlanSponsor& FA/CPATrust Folder,PortalMessages,DB/DCcomboFalseInvestmentFees30DaysPerAccountPerParticipantBreakdownPlan info/admin/form 5500type2WeeksForward toConsultantTruePlaninfo/plandetail/ServicesPlan Info/PlanOverviewBothAdminFeesEE-23,000Catchup-7,500, ER69,000DB 05ActuarialValuationFolder.InvestmentFeesNIGO toconsultantApply themto currentyearcontributionsSet UpTransfersDue13DeconversionFolder12/31/9999End of theMonth w/final distPlanSponsor& FA/CPATrust Folder,PortalMessages,DB/DCcomboFalseInvestmentFees30DaysPerAccount

Fun Friday Bingo - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Per Participant Breakdown
  2. Plan info/ admin/ form 5500 type
  3. 2 Weeks
  4. Forward to Consultant
  5. True
  6. Plan info/plan detail/ Services
  7. Plan Info/ Plan Overview
  8. Both
  9. Admin Fees
  10. EE-23,000 Catchup- 7,500, ER 69,000
  11. DB 05 Actuarial Valuation Folder.
  12. Investment Fees
  13. NIGO to consultant
  14. Apply them to current year contributions
  15. Set Up Transfers Due
  16. 13 Deconversion Folder
  17. 12/31/9999
  18. End of the Month w/ final dist
  19. Plan Sponsor & FA/CPA
  20. Trust Folder, Portal Messages, DB/DC combo
  21. False
  22. Investment Fees
  23. 30 Days
  24. Per Account