LOIEFASTPlanDocAccruals/ReceivablesWhat is the 2025maximum amountan employee candefer into theirplan without catch-up?FBONIGOFinal notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyWhat colorare theBalanceChecks withinthe template?When setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?This is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.DefinedContributionPlanRMDWhat colorare the cellsthat must behand keyed?VestedBalanceA type of EEcontributionyou can makeonce you areover 55.EINThis is one ofthe rows thatmust alwaysstay unhiddenon the FinancialReport Tab.IRAWhat 2Legacycompaniesare done oncash basis?DefinedBenefitPlanSDBAWhere do you getthe Plan Nameand Client Nameto input whenfilling out theSTART HERE tabin the template?COLALOIEFASTPlanDocAccruals/ReceivablesWhat is the 2025maximum amountan employee candefer into theirplan without catch-up?FBONIGOFinal notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyWhat colorare theBalanceChecks withinthe template?When setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?This is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.DefinedContributionPlanRMDWhat colorare the cellsthat must behand keyed?VestedBalanceA type of EEcontributionyou can makeonce you areover 55.EINThis is one ofthe rows thatmust alwaysstay unhiddenon the FinancialReport Tab.IRAWhat 2Legacycompaniesare done oncash basis?DefinedBenefitPlanSDBAWhere do you getthe Plan Nameand Client Nameto input whenfilling out theSTART HERE tabin the template?COLA

Monday Funday Bingo - 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. LOI
  2. EFAST
  3. Plan Doc
  4. Accruals/ Receivables
  5. What is the 2025 maximum amount an employee can defer into their plan without catch-up?
  6. FBO
  7. NIGO
  8. Final notes to the consultants need to be put in what color section of the processing notes tab only
  9. What color are the Balance Checks within the template?
  10. When setting up your trust accounting, where do you enter the names of the brokerage accounts?
  11. This is the section on the Processing Notes tab where your FINAL PULSE NOTES go.
  12. Defined Contribution Plan
  13. RMD
  14. What color are the cells that must be hand keyed?
  15. Vested Balance
  16. A type of EE contribution you can make once you are over 55.
  17. EIN
  18. This is one of the rows that must always stay unhidden on the Financial Report Tab.
  19. IRA
  20. What 2 Legacy companies are done on cash basis?
  21. Defined Benefit Plan
  22. SDBA
  23. Where do you get the Plan Name and Client Name to input when filling out the START HERE tab in the template?
  24. COLA