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