Investment Issues (Including Self-Directed)

560 topics in this forum

1. Prohibited Transaction?

   By Dougsbpc, December 24, 2009
   • 1 reply
   • 1.3k views
   • 
   • jpod
   • December 24, 2009

2. Prohibited Tx Question

   By Guest Retina, June 15, 2005
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • June 17, 2005

3. Property valuation requirements for one participant plan

   By kwalified, July 28, 2015
   • 1 reply
   • 983 views
   • 
   • mbozek
   • July 29, 2015

4. Proposed Fee Disclosure Regulations

   By jpod, May 28, 2008
   • 3 replies
   • 2.3k views
   • 
   • Peter Gulia
   • May 29, 2008

5. proprietary funds and 406(b)

   By Guest cac1134, December 27, 2007
   • 1 reply
   • 2.2k views
   • 
   • Peter Gulia
   • December 28, 2007

6. Providing a prospectus as required under 404(c)

   By katieinny, October 3, 2006
   • 1 reply
   • 2.1k views
   • 
   • Jon Chambers
   • October 17, 2006

7. PS plan investment

   By Guest babs51, September 7, 2006
   • 7 replies
   • 2.2k views
   • 
   • Bird
   • September 8, 2006

8. PT avoidance for sale of land

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

9. PT for accounting firm to invest its plans assets through wholly-owned

   By Guest EMC, October 27, 2000
   • 3 replies
   • 1.7k views
   • 
   • Jon Chambers
   • December 21, 2000

10. PTE for director who would provide investment services?

    By Guest mbg76, December 7, 2006
    • 1 reply
    • 1.8k views
    • 
    • jpod
    • December 8, 2006

11. Purchase house in 401(k)

    By Cheryl S, November 1, 2018
    • 11 replies
    • 2.9k views
    • 
    • Larry Starr
    • January 2, 2019

12. Purchase of plan assets

    By bzorc, November 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • November 5, 2002

13. Purchasing a LLC interest.

    By Guest mab, April 26, 2004
    • 3 replies
    • 2k views
    • 
    • Guest
    • April 26, 2004

14. Purchasing employer securities from a 401k plan

    By gregburst, June 10, 2010
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • June 10, 2010

15. QDIA

    By Guest Thomas2006, November 26, 2007
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 27, 2007

16. QDIA - Fund Merger or Liquidation

    By Guest Astro, March 24, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 24, 2008

17. QDIA and Target Date Funds

    By Guest lgm, January 29, 2008
    • 1 reply
    • 2k views
    • 
    • masteff
    • January 29, 2008

18. QDIA Final Regs.

    By k man, November 7, 2007
    • 8 replies
    • 2.8k views
    • 
    • katieinny
    • January 11, 2008

19. qdia for self directed

    By TPApril, June 13, 2022
    • 11 replies
    • 1.8k views
    • 
    • TPApril
    • June 16, 2022

20. QDIA Notice

    By Guest JM123, July 29, 2013   

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

21. QDIA Notices

    By DTH, January 30, 2008
    • 2 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • January 30, 2008

22. QDIA: when do you deliver prospectus

    By k man, March 13, 2008
    • 8 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 21, 2008

23. QDIAs

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

24. Qerp

    By Guest greggi39, December 23, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • December 28, 2002

25. QPAM

    By Randy Watson, June 5, 2008
    • 1 reply
    • 2.5k views
    • 
    • Randy Watson
    • June 10, 2008

26. Quailfying Employer Real Property

    By amcorson, May 5, 2009
    • 0 replies
    • 1.2k views
    • 
    • amcorson
    • May 5, 2009

27. re-setting the cost basis

    By Guest Iwonder, May 13, 2009
    • 8 replies
    • 3.2k views
    • 
    • masteff
    • May 15, 2009

28. Real estate in 2 plans

    By ombskid, August 25, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 12, 2011

29. Real Estate in a DB Plan

    By eilano, August 15, 2006
    • 3 replies
    • 1.8k views
    • 
    • jpod
    • August 15, 2006

30. Real Estate in DB Plan

    By Guest YATPA, September 11, 2003
    • 10 replies
    • 3k views
    • 
    • TCWalker
    • September 19, 2003

31. Real estate in MPPP

    By Guest achamber, September 24, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • September 27, 2002

32. real estate investment

    By Guest hershey, November 10, 2003
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • November 11, 2003

33. Real Estate Investment (under construction) in company plan

    By TPApril, February 14, 2024
    • 8 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • April 10, 2024

34. Real Estate Investment in a Trustee-Directed 401k Plan

    By Santo Gold, June 3, 2024
    • 10 replies
    • 1.2k views
    • 
    • Basically
    • June 10, 2024

35. Real Estate LLC and Regulated Financial Institution

    By Guest dbvail, July 29, 2008
    • 8 replies
    • 2.6k views
    • 
    • QDROphile
    • July 14, 2016

36. Real Estate Taxes

    By jpod, April 4, 2011
    • 6 replies
    • 1.8k views
    • 
    • mbozek
    • April 7, 2011

37. Real Estate under LLC as Investment in 401(k)/PSP

    By Guest YATPA, October 10, 2005
    • 4 replies
    • 2.5k views
    • 
    • Alf
    • October 11, 2005

38. Real Estate Valuation

    By Guest DTromb, May 31, 2006
    • 5 replies
    • 2k views
    • 
    • SoCalActuary
    • May 31, 2006

39. Real estate- appraisal/ 5500 question

    By jmartin, May 28, 2015
    • 1 reply
    • 944 views
    • 
    • david rigby
    • May 28, 2015

40. Recordkeeping Processing Time

    By Guest blkdoro, August 6, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • August 6, 2003

41. Recordkeeping System-Daily

    By Guest 401KTPA, November 1, 2002
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • November 1, 2002

42. Recordkeeping systems - looking for recommendations - BenefitStreet? E

    By Guest Brad Arnold, January 30, 2003
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • April 22, 2003

43. Recordkeeping systems and short term redemption fees

    By Demosthenes, June 22, 2004
    • 2 replies
    • 2.8k views
    • 
    • TBob
    • July 13, 2004

44. Recovering withheld earnings

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

45. Removing Participant Direction of Investment

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

46. Rent Payments From Trust Investments

    By Below Ground, August 7
    • 4 replies
    • 252 views
    • 
    • Below Ground
    • August 8

47. Rental Property in Retirement Plan with Segregated Accounts??

    By Guest DeePA, January 9, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • January 10, 2003

48. Rental real estate in plan

    By ombskid, September 22, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • September 22, 2008

49. Replacing a Insurance policy with a new policy

    By Lori H, May 7, 2008
    • 11 replies
    • 2.5k views
    • 
    • Lori H
    • May 12, 2008

50. Reporting rates of return to plan participants

    By Guest Jeanie, September 24, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 24, 2002