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