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

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