Investment Issues (Including Self-Directed)

546 topics in this forum

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

   By joel, December 5, 2013
   • 4 replies
   • 2.6k views
   • 
   • joel
   • December 8, 2013

2. Life Insurance Benficiary

   By Guest mcw, September 10, 2009
   • 16 replies
   • 2.6k views
   • 
   • J Simmons
   • September 12, 2009

3. Hours of Service

   By Guest Ohio City, February 23, 2009
   • 1 reply
   • 2.6k views
   • 
   • Guest
   • February 23, 2009

4. QDIA Final Regs.

   By k man, November 7, 2007
   • 8 replies
   • 2.6k views
   • 
   • katieinny
   • January 11, 2008

5. different investments for principals

   By Guest lip, April 1, 2009
   • 3 replies
   • 2.6k views
   • 
   • JanetM
   • April 2, 2009

6. Fully Benefit-responsive Contracts

   By Guest guest101, August 15, 2011
   • 0 replies
   • 2.5k views
   • 
   • Guest
   • August 15, 2011

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

   By Guest CitationSquirrel, November 25, 2013
   • 8 replies
   • 2.5k views
   • 
   • BG5150
   • May 1, 2014

8. Looking for sample investment policy statements

   By Guest Mary Sullivan, July 18, 2000
   • 3 replies
   • 2.5k views
   • 
   • Guest
   • August 15, 2000

9. Do Rehires have to wait until the next entry date to enter the plan or do they enter the plan immediately?

   By Rai401k, April 22, 2004
   • 2 replies
   • 2.5k views
   • 
   • rcline46
   • April 22, 2004

10. Direct trades at fund company

    By MSN, July 3, 2007
    • 2 replies
    • 2.5k views
    • 
    • MSN
    • July 5, 2007

11. participants investing in company projects

    By maverick, August 26, 2007
    • 4 replies
    • 2.5k views
    • 
    • J Simmons
    • August 27, 2007

12. Nonqualifying asset bond

    By Guest Pensions in Paradise, September 19, 2003
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • September 19, 2003

13. Can Participants Use IDA to Purchase Company Headquarters?

    By Übernerd, March 1, 2007
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • May 30, 2007

14. Forfeitures in daily valued plans.

    By Guest Giovanni, March 20, 2001
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • April 2, 2001

15. Blackout Period

    By Guest ljh1969, November 30, 2004
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • November 30, 2004

16. Financial Advisor conflict ?

    By Santo Gold, November 17, 2010
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • September 29, 2011

17. Document retention/Electronic storage

    By k man, September 15, 2000
    • 2 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • September 15, 2000

18. Calculating a contribution for a plan that is integrated with social s

    By Guest mam, December 15, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • December 15, 1999

19. ERISA 101(m) Diversification Noitce

    By Randy Watson, November 8, 2007
    • 0 replies
    • 2.4k views
    • 
    • Randy Watson
    • November 8, 2007

20. Should company stock be an optional self-directed investment for parti

    By Dave Baker, July 14, 2000
    • 11 replies
    • 2.4k views
    • 
    • Guest
    • July 29, 2000

21. Prohibited Transaction?

    By Lori H, July 18, 2011
    • 10 replies
    • 2.4k views
    • 
    • Lori H
    • July 19, 2011

22. QPAM

    By Randy Watson, June 5, 2008
    • 1 reply
    • 2.4k views
    • 
    • Randy Watson
    • June 10, 2008

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

    By Guest YATPA, October 10, 2005
    • 4 replies
    • 2.4k views
    • 
    • Alf
    • October 11, 2005

24. Real Estate LLC and Regulated Financial Institution

    By Guest dbvail, July 29, 2008
    • 8 replies
    • 2.4k views
    • 
    • QDROphile
    • July 14, 2016

25. Forgotten/unknown plan assets and how to handle them.

    By Guest CRA, November 19, 2003
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • November 19, 2003