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

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