End of theMonth w/final distSet UpTransfersDueInvestmentFeesApply themto currentyearcontributionsAdminFees2Weeks30DaysPlan info/admin/form 5500typeInvestmentFeesForward toConsultant12/31/9999PlanSponsor& FA/CPAEE-23,000Catchup-7,500, ER69,000FalsePerParticipantBreakdownPlan Info/PlanOverviewTrust Folder,PortalMessages,DB/DCcombo13DeconversionFolderBothNIGO toconsultantPlaninfo/plandetail/ServicesTrueDB 05ActuarialValuationFolder.PerAccountEnd of theMonth w/final distSet UpTransfersDueInvestmentFeesApply themto currentyearcontributionsAdminFees2Weeks30DaysPlan info/admin/form 5500typeInvestmentFeesForward toConsultant12/31/9999PlanSponsor& FA/CPAEE-23,000Catchup-7,500, ER69,000FalsePerParticipantBreakdownPlan Info/PlanOverviewTrust Folder,PortalMessages,DB/DCcombo13DeconversionFolderBothNIGO toconsultantPlaninfo/plandetail/ServicesTrueDB 05ActuarialValuationFolder.PerAccount

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.


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