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