DefinedContributionPlanWhat colorare the cellsthat must behand keyed?Final notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyRMDWhat colorare theBalanceChecks withinthe template?DefinedBenefitPlanWhen setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?This is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.EFASTCOLALOIAccruals/ReceivablesWhat is the 2025maximum amountan employee candefer into theirplan without catch-up?FBOSDBAThis is one ofthe rows thatmust alwaysstay unhiddenon the FinancialReport Tab.Where do you getthe Plan Nameand Client Nameto input whenfilling out theSTART HERE tabin the template?PlanDocIRAVestedBalanceWhat 2Legacycompaniesare done oncash basis?NIGOA type of EEcontributionyou can makeonce you areover 55.EINDefinedContributionPlanWhat colorare the cellsthat must behand keyed?Final notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyRMDWhat colorare theBalanceChecks withinthe template?DefinedBenefitPlanWhen setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?This is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.EFASTCOLALOIAccruals/ReceivablesWhat is the 2025maximum amountan employee candefer into theirplan without catch-up?FBOSDBAThis is one ofthe rows thatmust alwaysstay unhiddenon the FinancialReport Tab.Where do you getthe Plan Nameand Client Nameto input whenfilling out theSTART HERE tabin the template?PlanDocIRAVestedBalanceWhat 2Legacycompaniesare done oncash basis?NIGOA type of EEcontributionyou can makeonce you areover 55.EIN

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