Orange County Chapter Webinar: Share Class Wars

  • 16 Apr 2020
  • 8:00 AM - 9:45 AM
  • Capital Group - 6455 Irvine Center Drive


Share Class Wars


Plan Fiduciaries are obligated under ERISA to act solely in the interest of plan participants and their beneficiaries. Two of the most important and impactful roles of a Plan Fiduciary are the selection and monitoring of investment options and avoiding unnecessary expenses. While Plan Fiduciaries do not have control over market volatility and investment returns, they can take control of their Plan’s investment expenses, through proper selection of share classes so investment returns are not reduced unnecessarily by avoidable fees.


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