LOIDefinedContributionPlanFBOWhat colorare theBalanceChecks withinthe template?What is the 2025maximum amountan employee candefer into theirplan without catch-up?What colorare the cellsthat must behand keyed?PlanDocVestedBalanceDefinedBenefitPlanWhen setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?EFASTEINWhere 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?Accruals/ReceivablesRMDIRASDBAFinal notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyThis is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.COLAA type of EEcontributionyou can makeonce you areover 55.NIGOLOIDefinedContributionPlanFBOWhat colorare theBalanceChecks withinthe template?What is the 2025maximum amountan employee candefer into theirplan without catch-up?What colorare the cellsthat must behand keyed?PlanDocVestedBalanceDefinedBenefitPlanWhen setting upyour trustaccounting, wheredo you enter thenames of thebrokerageaccounts?EFASTEINWhere 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?Accruals/ReceivablesRMDIRASDBAFinal notes to theconsultants needto be put in whatcolor section ofthe processingnotes tab onlyThis is thesection on theProcessing Notestab where yourFINAL PULSENOTES go.COLAA type of EEcontributionyou can makeonce you areover 55.NIGO

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