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