ClientSatisfactionGrowsESOPvalue!BeneficiaryNameis made inthe MENKEportalNo Costs /Contributionswith theESOPprogramESOPEmployeeStockOwnershipPlanPreviousYear’s Balanceis shown onyour statementYear 6When youare fully100% vestedInnovationFuelsESOPvalue!YOU!Contributeto buildingwealthLate October/EarlyNovemberis whenstatements areposted on MENKEOctober isESOPAwarenessMonthMENKEIA’s firmadmin. Hasyour accountinfoAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%Belief in OurPeopleis core to theESOPprogramRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planEligible after1,000 hoursin a calendaryearTax FreeNo taxes arepaid on yourcontributionsLoyaltyBuildsESOPvalue!Vesting %:Non-ForfeitableRightto the stock inyour accountBoard ofTrusteesSets thevalue of thestockProfitabilityBoostsESOPvalue!2012Year IA’sESOPbeganAverage15.2% AnnualGrowthsinceInceptionIA’sSuccessis yoursuccess!AutomaticallyEnrolledNo enrollmentactionneededClientSatisfactionGrowsESOPvalue!BeneficiaryNameis made inthe MENKEportalNo Costs /Contributionswith theESOPprogramESOPEmployeeStockOwnershipPlanPreviousYear’s Balanceis shown onyour statementYear 6When youare fully100% vestedInnovationFuelsESOPvalue!YOU!Contributeto buildingwealthLate October/EarlyNovemberis whenstatements areposted on MENKEOctober isESOPAwarenessMonthMENKEIA’s firmadmin. Hasyour accountinfoAfter 10 Yearsin Plan, activeemployeescan withdrawup to 25%Belief in OurPeopleis core to theESOPprogramRolloversDistributionsfrom the plancan be rolledover into 401kor IRA planEligible after1,000 hoursin a calendaryearTax FreeNo taxes arepaid on yourcontributionsLoyaltyBuildsESOPvalue!Vesting %:Non-ForfeitableRightto the stock inyour accountBoard ofTrusteesSets thevalue of thestockProfitabilityBoostsESOPvalue!2012Year IA’sESOPbeganAverage15.2% AnnualGrowthsinceInceptionIA’sSuccessis yoursuccess!AutomaticallyEnrolledNo enrollmentactionneeded

ESOP DAY - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Client Satisfaction Grows ESOP value!
  2. Beneficiary Name is made in the MENKE portal
  3. No Costs / Contributions with the ESOP program
  4. ESOP Employee Stock Ownership Plan
  5. Previous Year’s Balance is shown on your statement
  6. Year 6 When you are fully 100% vested
  7. Innovation Fuels ESOP value!
  8. YOU! Contribute to building wealth
  9. Late October/Early November is when statements are posted on MENKE
  10. October is ESOP Awareness Month
  11. MENKE IA’s firm admin. Has your account info
  12. After 10 Years in Plan, active employees can withdraw up to 25%
  13. Belief in Our People is core to the ESOP program
  14. Rollovers Distributions from the plan can be rolled over into 401k or IRA plan
  15. Eligible after 1,000 hours in a calendar year
  16. Tax Free No taxes are paid on your contributions
  17. Loyalty Builds ESOP value!
  18. Vesting %: Non-Forfeitable Right to the stock in your account
  19. Board of Trustees Sets the value of the stock
  20. Profitability Boosts ESOP value!
  21. 2012 Year IA’s ESOP began
  22. Average 15.2% Annual Growth since Inception
  23. IA’s Success is your success!
  24. Automatically Enrolled No enrollment action needed