John Graham & Associates, Inc. | 300 E. Washington Street, Suite 4, East Peoria, IL 61611
TOLL FREE: (800) 846-8676   |   Local: (309) 699-6608   |   Fax: (309) 699-7498

John Graham & Associates, Inc.

CONNECT

Address:

300 East Washington Street, Suite 4
East Peoria, IL 61611-2568

Phone:

(800) 846-8676 or (309) 699-6608

Fax/Other:

(309) 699-7498

Blog

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.
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Four Tips to Boost Your Employees’ Retirement Outlook

As many employees look ahead to retirement, 47% of workers feel somewhat confident that they'll have enough money saved to retire on time and then live comfortably.1 However, forward-thinking employers have the ability to help their employees work toward a confident and happy retirement. According to the 2018 Retirement Confidence Survey from the Employee Benefit Research Institute (EBRI), only 17% of American workers feel very confident
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Risky Business: Why Plan Governance Matters

Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans. In today's continually-evolving regulatory and legal environment, it's more important than ever to make sure your organization's retirement plan is both effective and compliant. A well-structured retirement plan governance program can help you pursue these goals when aiming to limit fiduciary risk
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The DOL Fiduciary Rule is dead, but you're still a fiduciary

On June 21, 2018, the 5th Circuit Court of Appeals vacated the requirements of the U.S. Department of Labor's (DOL) Conflict of Interest Rule;more commonly referred to as the "DOL Fiduciary Rule;" thus killing the rule entirely. Despite this news, the death of the DOL Fiduciary Rule does not alleviate a plan sponsor from being a fiduciary when sponsoring an ERISA-covered retirement plan, such as a 401(k).
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Check the background of this financial professional on FINRA's BrokerCheck