Guest joe22 Posted December 18, 2002 Posted December 18, 2002 Can anyone confirm whether or not expenses are offset from the investment income for this calculation. Thank you.
david rigby Posted December 18, 2002 Posted December 18, 2002 The formula in the instructions assumes (essentially) that all employer contributions and benefit payments are made in the middle of the plan year. There is no adjustment for any type of earnings, expenses, accrued items, etc. Therefore, the calculated investment return is net of expenses. I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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