2WeeksPlanSponsor& FA/CPAPerAccountEnd of theMonth w/final distPlan info/admin/form 5500type12/31/9999NIGO toconsultantForward toConsultantPerParticipantBreakdown30DaysFalse13DeconversionFolderTrueEE-23,000Catchup-7,500, ER69,000InvestmentFeesTrust Folder,PortalMessages,DB/DCcomboDB 05ActuarialValuationFolder.Set UpTransfersDuePlan Info/PlanOverviewBothInvestmentFeesPlaninfo/plandetail/ServicesApply themto currentyearcontributionsAdminFees2WeeksPlanSponsor& FA/CPAPerAccountEnd of theMonth w/final distPlan info/admin/form 5500type12/31/9999NIGO toconsultantForward toConsultantPerParticipantBreakdown30DaysFalse13DeconversionFolderTrueEE-23,000Catchup-7,500, ER69,000InvestmentFeesTrust Folder,PortalMessages,DB/DCcomboDB 05ActuarialValuationFolder.Set UpTransfersDuePlan Info/PlanOverviewBothInvestmentFeesPlaninfo/plandetail/ServicesApply themto currentyearcontributionsAdminFees

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