nancy Posted August 28, 2009 Posted August 28, 2009 Would investment management expenses need to be added to the TNC for 2009?
carrots Posted August 28, 2009 Posted August 28, 2009 Isn't this a case of "only if you want the plan to pay them"?
david rigby Posted August 28, 2009 Posted August 28, 2009 Only if you EXPECT the plan to pay them. 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.
nancy Posted August 29, 2009 Author Posted August 29, 2009 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 Posted August 29, 2009 Posted August 29, 2009 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. 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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