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