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