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

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