Whattransactionsmust you linkfrom the mutualfunds tab to theplan totals tab?What is the maximumcontribution amountfor deferrals in 2024,including the catch-up contribution forindividuals aged 50and over?Where doyou putCash in Lieuof Shares ona per acct?True or False? Wealways follow thesame trust processesthat were used in theprior year? IEbreaking forfeitureaccount outseparately.If a client owns acollectibleFerrari Spider,can it be anasset in aretirement plan?What makesup theearnings onthe MutualTab?If a participant hasan accountbalance of$500,000 and theyare vested at 20%,what is theforfeiture amount?What is thedeminimusamount for ERcontributionsthat can beadjusted?What do you dowith a current yearTA if the prior yearamended 5500has not yet beenfiled?Who shouldyou ask whenyou have aquestion abouta rework case?What should beincluded in yourpulse notewhen sending aplan to QC?If a brokerage hasactivity that islabeled“partnershipdistribution”, whattype of activity isthis?What is thecorrect formatused for thematurity dateof a loan?What twothings shouldnever be onthe FinancialReport?If a life insurancepolicy issurrendered and isdeposited into thebrokerage, whattype of activity isthis?What is thedeadline forfiling a 5500after the end ofany plan year?If your net G/L doesnot match the YTDchange in marketvalue on thestatement, whattransaction couldhave been missed?If a 5500 isextended,how long isthe extensionperiod?When putting apulse note into theTrust Accountingcase for excesscontributions doyou address or CCthe consultant?When the FederalWithholding is paidseparately, is thispart of thedistribution or thefees?What should notbe broken outseparately on theFinancial Reportfrom thebrokerageaccount?What document dowe use in the newprocess of settingof SDBA accountbeginningbalances?For what planmust youconfirm thenumber ofaccounts on thebilling tab?Which threeentries on theFinancialReport shouldhave $ signs?Whattransactionsmust you linkfrom the mutualfunds tab to theplan totals tab?What is the maximumcontribution amountfor deferrals in 2024,including the catch-up contribution forindividuals aged 50and over?Where doyou putCash in Lieuof Shares ona per acct?True or False? Wealways follow thesame trust processesthat were used in theprior year? IEbreaking forfeitureaccount outseparately.If a client owns acollectibleFerrari Spider,can it be anasset in aretirement plan?What makesup theearnings onthe MutualTab?If a participant hasan accountbalance of$500,000 and theyare vested at 20%,what is theforfeiture amount?What is thedeminimusamount for ERcontributionsthat can beadjusted?What do you dowith a current yearTA if the prior yearamended 5500has not yet beenfiled?Who shouldyou ask whenyou have aquestion abouta rework case?What should beincluded in yourpulse notewhen sending aplan to QC?If a brokerage hasactivity that islabeled“partnershipdistribution”, whattype of activity isthis?What is thecorrect formatused for thematurity dateof a loan?What twothings shouldnever be onthe FinancialReport?If a life insurancepolicy issurrendered and isdeposited into thebrokerage, whattype of activity isthis?What is thedeadline forfiling a 5500after the end ofany plan year?If your net G/L doesnot match the YTDchange in marketvalue on thestatement, whattransaction couldhave been missed?If a 5500 isextended,how long isthe extensionperiod?When putting apulse note into theTrust Accountingcase for excesscontributions doyou address or CCthe consultant?When the FederalWithholding is paidseparately, is thispart of thedistribution or thefees?What should notbe broken outseparately on theFinancial Reportfrom thebrokerageaccount?What document dowe use in the newprocess of settingof SDBA accountbeginningbalances?For what planmust youconfirm thenumber ofaccounts on thebilling tab?Which threeentries on theFinancialReport shouldhave $ signs?

Fun Friday Jr. - 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. What transactions must you link from the mutual funds tab to the plan totals tab?
  2. What is the maximum contribution amount for deferrals in 2024, including the catch-up contribution for individuals aged 50 and over?
  3. Where do you put Cash in Lieu of Shares on a per acct?
  4. True or False? We always follow the same trust processes that were used in the prior year? IE breaking forfeiture account out separately.
  5. If a client owns a collectible Ferrari Spider, can it be an asset in a retirement plan?
  6. What makes up the earnings on the Mutual Tab?
  7. If a participant has an account balance of $500,000 and they are vested at 20%, what is the forfeiture amount?
  8. What is the deminimus amount for ER contributions that can be adjusted?
  9. What do you do with a current year TA if the prior year amended 5500 has not yet been filed?
  10. Who should you ask when you have a question about a rework case?
  11. What should be included in your pulse note when sending a plan to QC?
  12. If a brokerage has activity that is labeled “partnership distribution”, what type of activity is this?
  13. What is the correct format used for the maturity date of a loan?
  14. What two things should never be on the Financial Report?
  15. If a life insurance policy is surrendered and is deposited into the brokerage, what type of activity is this?
  16. What is the deadline for filing a 5500 after the end of any plan year?
  17. If your net G/L does not match the YTD change in market value on the statement, what transaction could have been missed?
  18. If a 5500 is extended, how long is the extension period?
  19. When putting a pulse note into the Trust Accounting case for excess contributions do you address or CC the consultant?
  20. When the Federal Withholding is paid separately, is this part of the distribution or the fees?
  21. What should not be broken out separately on the Financial Report from the brokerage account?
  22. What document do we use in the new process of setting of SDBA account beginning balances?
  23. For what plan must you confirm the number of accounts on the billing tab?
  24. Which three entries on the Financial Report should have $ signs?