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

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