Investment Issues (Including Self-Directed)

546 topics in this forum

1. Self-Directed, sort of

   By gregburst, August 7, 2012
   • 3 replies
   • 1.2k views
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   • Doghouse
   • August 8, 2012

2. Data for 404a5

   By austin3515, August 7, 2012
   • 5 replies
   • 2.1k views
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   • austin3515
   • August 8, 2012

3. Plan Investment: A Race Horse

   By Randy Watson, August 2, 2012
   • 1 reply
   • 1.1k views
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   • ETA Consulting LLC
   • August 3, 2012

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

   By Young Curmudgeon, June 20, 2012
   • 0 replies
   • 1.5k views
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   • Young Curmudgeon
   • June 20, 2012

5. Removing Participant Direction of Investment

   By Oh so SIMPLE, June 8, 2012
   • 3 replies
   • 1.5k views
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   • Bird
   • June 11, 2012

6. Investing with Margin

   By Guest tedmunice, June 11, 2012
   • 1 reply
   • 1.9k views
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   • ESOP Guy
   • June 11, 2012

7. PT avoidance for sale of land

   By Young Curmudgeon, June 7, 2012
   • 3 replies
   • 1.1k views
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   • ETA Consulting LLC
   • June 7, 2012

8. QDIAs

   By Guest JMN, May 24, 2012
   • 3 replies
   • 1.2k views
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   • Guest
   • May 28, 2012

9. Investment in IPO's

   By bzorc, May 14, 2012
   • 10 replies
   • 1.7k views
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   • mbozek
   • May 24, 2012

10. Valuing a Limited partnership

    By K-t-F, April 19, 2012
    • 16 replies
    • 4.1k views
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    • QDROphile
    • May 7, 2012

11. Insurance in 401k

    By Guest gwelsmore, April 19, 2012
    • 1 reply
    • 1.1k views
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    • ETA Consulting LLC
    • April 20, 2012

12. tpa fees charged by ee count rather than asset size?

    By TPApril, April 16, 2012
    • 0 replies
    • 1.1k views
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    • TPApril
    • April 16, 2012

13. Life Insurance rolled into a 401(k) Plan

    By britoski, April 5, 2012
    • 4 replies
    • 1.8k views
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    • Guest
    • April 16, 2012

14. Basic life insurance question

    By Santo Gold, March 20, 2012
    • 5 replies
    • 1.8k views
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    • Guest
    • March 23, 2012

15. Prohibited Transaction Class Exemption

    By Guest Pennysaver, March 19, 2012
    • 1 reply
    • 2k views
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    • jpod
    • March 20, 2012

16. Group Annuity Contracts

    By BTG, March 13, 2012
    • 2 replies
    • 1.2k views
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    • mbozek
    • March 13, 2012

17. Has anyone seen an ERISA 408(g) compliance audit?

    By Peter Gulia, June 4, 2009
    • 7 replies
    • 6k views
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    • Guest
    • March 10, 2012

18. nonprofit investment/plan doc options wanted

    By TPApril, February 7, 2012
    • 1 reply
    • 1.8k views
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    • ETA Consulting LLC
    • February 7, 2012

19. Term Insurance in 401(k) Plan?

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

20. Can redemption fees be reimbursed by plan sponsor

    By Guest Jennyb473, December 9, 2011
    • 3 replies
    • 1.6k views
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    • Guest
    • December 12, 2011

21. Self Administered 401K Plans

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

22. Will anyone use the new exemption?

    By Peter Gulia, November 17, 2011
    • 3 replies
    • 1.6k views
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    • Guest
    • November 18, 2011

23. More liability for removing than "freezing" a poor-performing fund?

    By ERISAatty, November 15, 2011
    • 3 replies
    • 1.2k views
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    • QDROphile
    • November 15, 2011

24. over mortgaged property 1 man plan

    By SheilaD, November 1, 2011
    • 1 reply
    • 1.1k views
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    • SheilaD
    • November 2, 2011

25. Can he take Real Estate as an In-Kind Distribution

    By imchipbrown, October 26, 2011
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 26, 2011