BothPlan Info/PlanOverviewTrueSet UpTransfersDue2WeeksEE-23,000Catchup-7,500, ER69,000InvestmentFees12/31/9999PerParticipantBreakdownTrust Folder,PortalMessages,DB/DCcomboPerAccountPlan info/admin/form 5500typeEnd of theMonth w/final dist30DaysPlaninfo/plandetail/ServicesForward toConsultantAdminFeesDB 05ActuarialValuationFolder.PlanSponsor& FA/CPA13DeconversionFolderNIGO toconsultantApply themto currentyearcontributionsFalseInvestmentFeesBothPlan Info/PlanOverviewTrueSet UpTransfersDue2WeeksEE-23,000Catchup-7,500, ER69,000InvestmentFees12/31/9999PerParticipantBreakdownTrust Folder,PortalMessages,DB/DCcomboPerAccountPlan info/admin/form 5500typeEnd of theMonth w/final dist30DaysPlaninfo/plandetail/ServicesForward toConsultantAdminFeesDB 05ActuarialValuationFolder.PlanSponsor& FA/CPA13DeconversionFolderNIGO toconsultantApply themto currentyearcontributionsFalseInvestmentFees

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