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Plan Expenses added to TNC
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Defined Benefit Plans, Including Cash Balance
nancy
Aug 28 2009, 04:51 PM
Would investment management expenses need to be added to the TNC for 2009?
carrots
Aug 28 2009, 05:47 PM
Isn't this a case of "only if you want the plan to pay them"?
david rigby
Aug 28 2009, 06:54 PM
Only if you EXPECT the plan to pay them.
nancy
Aug 28 2009, 07:18 PM
The plan has always paid them in the past. I'm really trying to detemine what expenses need to be added to the TNC.
david rigby
Aug 29 2009, 10:04 AM
QUOTE (nancy @ Aug 28 2009, 08:18 PM)
The plan has always paid them in the past. I'm really trying to detemine what expenses need to be added to the TNC.
Any and all expenses that you expect to be paid by the plan.
IMHO, rounding is acceptable.
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