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