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Share Class ABCs: Choose Wisely

Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund companies typically offer multiple share classes, each sporting its own unique letter. A shares, C shares, I shares, R shares — what does it all mean? Luckily, you don’t have to be a mutual fund expert to understand the different share classes. Here’s a brief primer to help you understand the basics. ABCs of Fees Before diving into the share class alphabet soup, first, a brief word about fees. Each share class of a mutual fund owns the same underlying securities (stocks, bonds, etc.); the only difference is the cost. These come in two basic varieties: expense ratios an

[Plan Sponsor Guide] Fiduciary Audit File Checklist

As a retirement plan sponsor, a fiduciary audit file checklist will help you to compile documents to keep your fiduciary audit file up-to-date and assist with periodic reviews of your plan. These documents should be readily at hand in the event that a DOL auditor shows up. This becomes easier if the advisor maintains an on-line filing cabinet for these and other plan documents that are also accessible to the plan sponsor. DOWNLOAD THE GUIDE >>

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