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