Investment Issues (Including Self-Directed)

560 topics in this forum

1. investment in rental propert

   By thepensionmaven, May 9, 2015
   • 1 reply
   • 1.1k views
   • 
   • QDROphile
   • May 11, 2015

2. Can a Plan's Trustee Force Sale of Asset in Segregated Account?

   By RestAssured, May 6, 2015   

   • force sale
   • segregated account
   • 14 replies
   • 2k views
   • 
   • RestAssured
   • May 11, 2015

3. Terminating a PS plan that holds a Town House

   By katieinny, April 8, 2015   

   • ER doesnt want to sell
   • 4 replies
   • 1.6k views
   • 
   • katieinny
   • April 9, 2015

4. 1035 Viatical Whole Life Policy to Annuity?

   By buckyks, January 30, 2015
   • 0 replies
   • 1.7k views
   • 
   • buckyks
   • January 30, 2015

5. Margin Investments

   By david rigby, January 30, 2002
   • 38 replies
   • 16.3k views
   • 
   • CaptainObvious
   • January 17, 2015

6. Prohibited transaction question

   By CassandraS, January 17, 2014
   • 3 replies
   • 2k views
   • 
   • QDROphile
   • January 7, 2015

7. Is oil well income unrelated business income?

   By Flyboyjohn, September 9, 2014
   • 10 replies
   • 2.7k views
   • 
   • GMK
   • January 7, 2015

8. Policy to prevent exchanges

   By Gadgetfreak, December 17, 2014
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • December 17, 2014

9. Stock option in qualified plan

   By Guest Deflector, June 6, 2014
   • 3 replies
   • 1.6k views
   • 
   • RayJJohnsonJr
   • July 15, 2014

10. Return of investment "re-pricing" losses - how to allocate?

    By t.haley, July 3, 2014
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • July 7, 2014

11. Terminating a plan with a farm as an asset?

    By Lori H, June 4, 2014
    • 7 replies
    • 1.5k views
    • 
    • My 2 cents
    • June 6, 2014

12. Can A Qualified Plan Invest in Foreign Real Estate?

    By Dougsbpc, May 29, 2014
    • 4 replies
    • 1.8k views
    • 
    • Flyboyjohn
    • May 29, 2014

13. UBIT question-foreign corp..

    By Draper55, May 27, 2014
    • 0 replies
    • 1.1k views
    • 
    • Draper55
    • May 27, 2014

14. Paying individual advice fees from that participant's assets

    By Guest CitationSquirrel, November 25, 2013
    • 8 replies
    • 2.8k views
    • 
    • BG5150
    • May 1, 2014

15. dividends received after participant is paid out

    By k man, April 1, 2014
    • 4 replies
    • 2.9k views
    • 
    • My 2 cents
    • April 1, 2014

16. Mortgage to Participant

    By cathyw, February 12, 2014
    • 2 replies
    • 1.6k views
    • 
    • cathyw
    • February 12, 2014

17. The New Jersey Supplemental Annuity Collective Trust (SACT)

    By joel, December 5, 2013
    • 4 replies
    • 2.8k views
    • 
    • joel
    • December 8, 2013

18. QDIA Notice

    By Guest JM123, July 29, 2013   

    • asset allocation models
    • 0 replies
    • 4.4k views
    • 
    • Guest
    • July 29, 2013

19. Separate Account for Owner Only

    By ERISA13, February 9, 2010
    • 20 replies
    • 5.6k views
    • 
    • ombskid
    • June 24, 2013

20. Converting To Self-Directed Solo 401K

    By Guest cloud9, June 9, 2013
    • 3 replies
    • 1.7k views
    • 
    • K2retire
    • June 21, 2013

21. Prohibited transaction re: Trustee of mutual fund

    By Bill Presson, June 19, 2013
    • 3 replies
    • 1.6k views
    • 
    • Bill Presson
    • June 20, 2013

22. Frozen MPP plan....adding new investments.

    By Lori H, June 3, 2013
    • 5 replies
    • 2.6k views
    • 
    • Lori H
    • June 4, 2013

23. Self Directed --> Trustee Directed

    By RestAssured, April 11, 2013   

    • self directed
    • trustee directed
    • (and 2 more)

      Tagged with:

      • self directed
      • trustee directed
      • change
      • black out
    • 1 reply
    • 1.9k views
    • 
    • Jim Chad
    • April 11, 2013

24. self directed brokerage (high net worth investments)

    By k man, February 26, 2013
    • 4 replies
    • 2.5k views
    • 
    • John G
    • March 14, 2013

25. IRA-Only Hedge Fund Investments....Plan Assets?

    By Christine Roberts, February 19, 2013
    • 4 replies
    • 3.7k views
    • 
    • jpod
    • February 25, 2013

26. Alternative investment valuation

    By Bird, February 4, 2013
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • February 19, 2013

27. Investment Firm Refuses To Correct 1099-DIV

    By mming, February 2, 2013
    • 9 replies
    • 4k views
    • 
    • WDIK
    • February 14, 2013

28. Prohibited Transaction, yea or nay?

    By Doghouse, February 11, 2013
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 13, 2013

29. 1 man Plan Prohibited Transaction?

    By LangLangTPA, September 10, 2012
    • 1 reply
    • 1.3k views
    • 
    • RestAssured
    • January 30, 2013

30. Daily Valuation Vendors?

    By Guest, August 2, 2000
    • 16 replies
    • 16.9k views
    • 
    • Guest
    • December 6, 2012

31. "pink sheet" investments

    By Belgarath, November 28, 2012
    • 5 replies
    • 2.3k views
    • 
    • Belgarath
    • December 6, 2012

32. Alerus Retirement Plans

    By HarleyBabe, November 12, 2012
    • 1 reply
    • 1.7k views
    • 
    • GMK
    • November 12, 2012

33. Brokerage accounts vs. windows

    By Bird, June 5, 2012
    • 17 replies
    • 3.5k views
    • 
    • commishvp
    • October 24, 2012

34. one time election to investment in property

    By SheilaD, October 18, 2012
    • 0 replies
    • 1.2k views
    • 
    • SheilaD
    • October 18, 2012

35. Recovering withheld earnings

    By Bird, September 28, 2012
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • September 28, 2012

36. 401k Fees -Working?

    By goldtpa, September 21, 2012
    • 4 replies
    • 1.3k views
    • 
    • GMK
    • September 21, 2012

37. no adviser wanted

    By gregburst, August 30, 2012
    • 13 replies
    • 2.2k views
    • 
    • david rigby
    • September 4, 2012

38. plan investment

    By Guest nipa1, August 16, 2012
    • 1 reply
    • 1.3k views
    • 
    • mming
    • August 20, 2012

39. company shares as investment

    By Guest nipa1, August 16, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 16, 2012

40. Investment Advice Under 2550.408(g)-1

    By EPCRSGuru, August 13, 2012
    • 0 replies
    • 1.5k views
    • 
    • EPCRSGuru
    • August 13, 2012

41. Self-Directed, sort of

    By gregburst, August 7, 2012
    • 3 replies
    • 1.4k views
    • 
    • Doghouse
    • August 8, 2012

42. Data for 404a5

    By austin3515, August 7, 2012
    • 5 replies
    • 2.3k views
    • 
    • austin3515
    • August 8, 2012

43. Plan Investment: A Race Horse

    By Randy Watson, August 2, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • August 3, 2012

44. Brokerage Accounts not subject to 408(b)(2)?

    By Young Curmudgeon, June 20, 2012
    • 0 replies
    • 1.6k views
    • 
    • Young Curmudgeon
    • June 20, 2012

45. Removing Participant Direction of Investment

    By Oh so SIMPLE, June 8, 2012
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • June 11, 2012

46. Investing with Margin

    By Guest tedmunice, June 11, 2012
    • 1 reply
    • 2.1k views
    • 
    • ESOP Guy
    • June 11, 2012

47. PT avoidance for sale of land

    By Young Curmudgeon, June 7, 2012
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 7, 2012

48. QDIAs

    By Guest JMN, May 24, 2012
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2012

49. Investment in IPO's

    By bzorc, May 14, 2012
    • 10 replies
    • 2k views
    • 
    • mbozek
    • May 24, 2012

50. Valuing a Limited partnership

    By K-t-F, April 19, 2012
    • 16 replies
    • 4.7k views
    • 
    • QDROphile
    • May 7, 2012