NOTE:
Due to the growing seriousness of the Covid-19, and concern for our attendees, the WP&BC Orange County Chapter Board of Directors has decided that the April 16th Breakfast Forum will be provided via a webinar.
All participants will receive their requested Continuing Education certificates once the webinar is completed.
Share Class Wars
The Presentation:
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.
Our panel will discuss:
*Differences between Mutual Funds and Collective Investment Trusts (CITs)
*Factors to consider in evaluating investment option share classes
*Fiduciary concerns when selecting investment option share classes
The Panelists:
Shannon Main, CFP, AIF - Managing Director, Pensionmark -
Art Villar, Vice President, Defined Contribution Consultant, BlackRock
Christopher Donnager, Director, MFS Fund Distributors, Inc.
Marek Pfeil, Pensionmark Financial Group
Continuing Education:
2 CE for AIF Certification (pending)
2 CE for ASPPA certifications
2 CEC for NIPA certifications
2 CPE for CEBS
1.75 hours MCLE for California attorneys
2 hours for California CPAs
2 hours for Certified Financial Planners
2 hours for CRPS
2 hour for ERPA and Enrolled Agents
Our program will begin at 8:00 a.m. and this program will end at approximately 9:45 a.m.
WP&BC Members can bring a guest for free! This is a wonderful opportunity to introduce your peers and colleagues to our Chapter. Remember, your guest should be a first-time visitor and potential member. Look for the free guest offer when you register online.
The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.
