What colorare the cellsthat must behand keyed?COLAEINWhere do you getthe Plan Nameand Client Nameto input whenfilling out theSTART HERE tabin the template?When setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?What is the 2025maximum amountan employee candefer into theirplan without catch-up?Accruals/ReceivablesIRASDBANIGOFinal notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyWhat 2Legacycompaniesare done oncash basis?DefinedContributionPlanPlanDocRMDDefinedBenefitPlanLOIVestedBalanceThis is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.FBOEFASTThis is one ofthe rows thatmust alwaysstay unhiddenon the FinancialReport Tab.What colorare theBalanceChecks withinthe template?A type of EEcontributionyou can makeonce you areover 55.What colorare the cellsthat must behand keyed?COLAEINWhere do you getthe Plan Nameand Client Nameto input whenfilling out theSTART HERE tabin the template?When setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?What is the 2025maximum amountan employee candefer into theirplan without catch-up?Accruals/ReceivablesIRASDBANIGOFinal notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyWhat 2Legacycompaniesare done oncash basis?DefinedContributionPlanPlanDocRMDDefinedBenefitPlanLOIVestedBalanceThis is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.FBOEFASTThis is one ofthe rows thatmust alwaysstay unhiddenon the FinancialReport Tab.What colorare theBalanceChecks withinthe template?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. What color are the cells that must be hand keyed?
  2. COLA
  3. EIN
  4. Where do you get the Plan Name and Client Name to input when filling out the START HERE tab in the template?
  5. When setting up your trust accounting, where do you enter the names of the brokerage accounts?
  6. What is the 2025 maximum amount an employee can defer into their plan without catch-up?
  7. Accruals/ Receivables
  8. IRA
  9. SDBA
  10. NIGO
  11. Final notes to the consultants need to be put in what color section of the processing notes tab only
  12. What 2 Legacy companies are done on cash basis?
  13. Defined Contribution Plan
  14. Plan Doc
  15. RMD
  16. Defined Benefit Plan
  17. LOI
  18. Vested Balance
  19. This is the section on the Processing Notes tab where your FINAL PULSE NOTES go.
  20. FBO
  21. EFAST
  22. This is one of the rows that must always stay unhidden on the Financial Report Tab.
  23. What color are the Balance Checks within the template?
  24. A type of EE contribution you can make once you are over 55.