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