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BenefitsLink Message Boards > Retirement Plans > Defined Benefit Plans, Including Cash Balance
nancy
Would investment management expenses need to be added to the TNC for 2009?
carrots
Isn't this a case of "only if you want the plan to pay them"?
david rigby
Only if you EXPECT the plan to pay them.
nancy
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
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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