Investment Issues (Including Self-Directed)

546 topics in this forum

1. Daily Valuation vs. Balance Forward

   By Guest Kimberly Flett, June 27, 2001
   • 1 reply
   • 3.4k views
   • 
   • Guest
   • July 6, 2001

2. Fee-based advisors

   By Bird, July 24, 2006
   • 12 replies
   • 3.4k views
   • 
   • Guest
   • November 11, 2006

3. Open Brokerage and 404(c)

   By Randy Watson, August 25, 2008
   • 9 replies
   • 3.3k views
   • 
   • J Simmons
   • February 14, 2009

4. Electronic Mutual Fund Prospectuses

   By Guest cxs, February 12, 2004
   • 4 replies
   • 3.2k views
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   • E as in ERISA
   • February 16, 2004

5. Collective Investment Trust Investments

   By Guest cac1134, May 29, 2007
   • 2 replies
   • 3.2k views
   • 
   • Peter Gulia
   • June 8, 2007

6. Daily Val TPA Provider Liability Disclaimer

   By Guest Grumpy456, November 13, 2008
   • 5 replies
   • 3.2k views
   • 
   • K2retire
   • November 14, 2008

7. Diversification question for participant directed DC plan

   By mal, March 20, 2003
   • 19 replies
   • 3.2k views
   • 
   • mal
   • April 25, 2003

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

   By Christine Roberts, February 19, 2013
   • 4 replies
   • 3.2k views
   • 
   • jpod
   • February 25, 2013

9. Investment timeing

   By Guest dokc, July 21, 2004
   • 4 replies
   • 3.2k views
   • 
   • alanm
   • September 7, 2004

10. Brokerage accounts vs. windows

    By Bird, June 5, 2012
    • 17 replies
    • 3.2k views
    • 
    • commishvp
    • October 24, 2012

11. Market Value Equalizer Payments

    By Randy Watson, November 6, 2007
    • 6 replies
    • 3.2k views
    • 
    • Bird
    • November 7, 2007

12. Term Insurance in 401(k) Plan?

    By Dougsbpc, November 16, 2011
    • 14 replies
    • 3.1k views
    • 
    • Belgarath
    • January 5, 2012

13. Variable Annuity Disguised as 401(k)-Please Help

    By Guest IraSue, March 26, 2004
    • 11 replies
    • 3.1k views
    • 
    • mbozek
    • April 3, 2004

14. Self Administered 401K Plans

    By Guest John P., November 30, 2011
    • 9 replies
    • 3.1k views
    • 
    • Kevin C
    • December 12, 2011

15. NSCC Multi-fund platform

    By Guest Phil L, October 13, 1999
    • 7 replies
    • 3.1k views
    • 
    • Archimage
    • February 22, 2002

16. Choosing Daily Valuation System

    By Guest DBQBenefits, August 8, 2002
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • August 28, 2002

17. What to do with gains from trading errors

    By Guest GMedley, May 10, 2001
    • 1 reply
    • 3k views
    • 
    • Guest
    • May 13, 2001

18. Nonqualifying Assets in 401(k)

    By Guest metallic, October 20, 2011
    • 5 replies
    • 3k views
    • 
    • Peter Gulia
    • October 22, 2011

19. re-setting the cost basis

    By Guest Iwonder, May 13, 2009
    • 8 replies
    • 2.9k views
    • 
    • masteff
    • May 15, 2009

20. Non-discrimination testing

    By Guest yvette2255, April 27, 2007
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • April 27, 2007

21. Private Placement Assets Valuation

    By K-t-F, May 27, 2004
    • 5 replies
    • 2.9k views
    • 
    • Earl
    • May 28, 2004

22. Omniplus Deconversion file record layouts

    By Guest Jose, June 23, 1999
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • June 23, 1999

23. Self-directed brokerage accounts

    By Guest YATPA, May 1, 2002
    • 3 replies
    • 2.9k views
    • 
    • mbozek
    • May 1, 2002

24. Foreign Tax Withholding

    By A Shot in the Dark, January 16, 2009
    • 10 replies
    • 2.8k views
    • 
    • JJA
    • October 16, 2015

25. Investment Advice v Education

    By rlb64, September 17, 2004
    • 12 replies
    • 2.8k views
    • 
    • mbozek
    • September 27, 2004