Your Way, My Way, The REA WAY
Who Dat?
Binder Awhereness
Important ERISA Dates
FS Template Grammar
100

Have fun.  Enjoy the....

What is Journey?

100

You might find this NE Ohio manager racing a car around a race track on the weekends #Ifeeltheneedforspeed

Who is Ryan McDonald?

100

Where you should find the Transaction Cycle Understanding Form

What is 0901EB?

100

The extended due date for a plan with a 9/30 year end

What is July 15th?

100

The apostrophe in the Independent ________ Report

What is Auditor's?

200

Respect your clients, your colleagues and...

What is yourself?

200

This South East principal gets hungry reviewing this plan audit file

#Iwantalargefry

#HandsoffmyFrosty

Who is Mark Beebe?

200

Risks of Material Misstatement are entered here

What is 0315EBP?

200

Corrective contributions should be returned by this date

#noyoucan'tdeferthatmuch

What is March 15?

200

My Fair Value Level when inputs are unobservable

#hardtovalue

#bitcoingoaway

What is Level 3?

300

Be a person of influence, Share your....

What is ideas?

300

This East Central Principal can be known to have a rooster crow during a phone call #firstoneintheoffice #livingthebestfarmlife

Who is Darlene Finzer?

300

You might find compliance testing results here! #passorfail

What is the 6500 section?

300

The date the ERISA Segment will have all manager reviews performed by

#goaloriented

#wegotthis

What is September 30!!!!  :)

300

In the event of Plan termination, participants will become this

#showmethemoney

What is 100% vested in their accounts?

400

Take your work...……… Quality counts.

What is Personally?

#it'sonyourcomputereveryday

400

Through an odd twist of fate, this West Central manager spent his July 4th at a party with Pam Dunlap's daughter #itsafamilyaffair  #whathappensonjuly4staysonjuly4

Who is Andrew Downing?

400

The location where the signed document is placed with the date of the auditor's report on it...

What is workpaper 0142

400

ERISA - Employee Retirement Income Security Act - of...

#wereanyofyouevenbornyet

What is 1974?

400

Cost is omitted from the Schedule of Assets Held at End of Year for these

What are participant directed investments?

500

#itsnotaREAWaybutaDunlapway


Work Hard...   ________ Hard!!

What is PLAY!!!

500

This East Central manager just added 2 more girls to his household of women

#girldad

#whereismymancave

#spoiledforlife

Who is AJ Knapp?

500

It's an IRR - can you please get the partner to sign off this

What is workpaper 0126 - the EBP Report Review?

500

Date of the most recent AICPA Audit Guide for Employee Benefit Plans

#letmelookthatup

#lovesomelightreading

What is January 1, 2019

500

Refer to this for a description of the plan's provisions

#whencanIenter

What is the plan document or plan agreement?

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