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Showing content with the highest reputation on 04/01/2019 in all forums
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They exist, but not in the traditional retail 401(k) menu-driven marketplace (including a "brokerage window" as one of the menu options). I agree with ESOP Guy that you are unlikely to have options available despite legality as a retirement plan investment. It has nothing to do with employer securities, as such.1 point
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I am not sure I have seen a self-directed brokerage account that allowed options. They might exist but I haven't seen one.1 point
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While it might be legal I have never seen a plan that allows it. Plans aren't required to allow all legal investment choices. If this plan does, great but I wouldn't hold my breath.1 point
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I've sometimes taken the position that such trailing dividends as well as the resulting payouts were "pending" - I guess you could call them accrued. I'm not saying it's right and ya takes yer chances I guess but...how is it going to come up in the first place, and in the second place, I think I could talk my way through it if necessary. Sux that this would happen after the plan was term'd in September...1 point
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