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

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