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

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