Wealth Services
Weekly Market Update
Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports.
February 3, 2025
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AREAS OF EXPERTISE
Wealth Services
Weekly Market Update
Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C.
January 27, 2025
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Employee Benefits, Prescription Drugs and the Importance of Benchmarking
Benchmarking — the process of comparing benefits among companies of similar size, industry and geographic location — is a vital exercise in designing an employee benefits program that enables a company to compete and retain talent without damaging the bottom line.
January 27, 2025
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Wealth Services
Your Emergency Fund: How Much Is Enough?
Unexpected expenses can strike at any time, from home repairs to medical bills. Discover how building an emergency fund can help you navigate financial surprises and take the first steps toward creating one today.
January 21, 2025
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Your Guide to a Competitive, Cost-Efficient Employee Benefits Program
Alera Group’s recently released "2025 Employee Benefits Market Outlook" is a report designed to help you make informed decisions on designing a state-of-the-industry program that attracts and retains talented workers while guarding against the inefficiencies that drive up benefits spend — especially on healthcare and prescription drugs.
January 21, 2025
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Weekly Market Update
Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears.
January 21, 2025
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Portability Services Network Expands Impact
According to a recent release, the Portability Services Network (PSN), which began with three of the biggest recordkeepers in the country just over a year ago, has now grown to include three additional providers, covering over 15,000 retirement plans and 5 million members.
January 16, 2025
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Wealth Services
Budget Check Up: Tax Time Is the Right Time
Tax season is the perfect time to review your budget. Use this opportunity to track spending, project future expenses, and align your finances with your goals.
January 14, 2025
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Supreme Court Declines Arbitration Case: What Plan Sponsors Need to Know
Staying compliant in this environment demands significant time and resources. Sponsors must regularly update plan documents to reflect the latest judicial interpretations and may need to consult legal counsel more frequently to help mitigate risks. This ongoing burden can divert attention from other strategic priorities and increase overall administrative costs.
January 13, 2025
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