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

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. EIN
  2. IRA
  3. Plan Doc
  4. Defined Benefit Plan
  5. This is the section on the Processing Notes tab where your FINAL PULSE NOTES go.
  6. RMD
  7. COLA
  8. What color are the Balance Checks within the template?
  9. Accruals/ Receivables
  10. NIGO
  11. SDBA
  12. What is the 2025 maximum amount an employee can defer into their plan without catch-up?
  13. LOI
  14. FBO
  15. When setting up your trust accounting, where do you enter the names of the brokerage accounts?
  16. A type of EE contribution you can make once you are over 55.
  17. Where do you get the Plan Name and Client Name to input when filling out the START HERE tab in the template?
  18. This is one of the rows that must always stay unhidden on the Financial Report Tab.
  19. What 2 Legacy companies are done on cash basis?
  20. Vested Balance
  21. Final notes to the consultants need to be put in what color section of the processing notes tab only
  22. Defined Contribution Plan
  23. What color are the cells that must be hand keyed?
  24. EFAST