Wealth Services
Weekly Market Update
Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.
June 9, 2025
Find out more
AREAS OF EXPERTISE
Wealth Services
Monthly Market and Economic Update - May 2025
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
June 6, 2025
Find out more Employee Benefits
Benchmarking: How Do Your Organization’s Employee Benefits Offerings Stack Up?
For the sixth consecutive year, Alera Group is offering a valuable piece of market intelligence: our Healthcare and Employee Benefits Benchmarking Report. We’ll introduce the 2025 edition on its release date, June 26, with a one-hour webinar beginning at 1 p.m. CT.
June 5, 2025
Find out more
Employee Benefits
Reminder: PCORI Fees Due By July 31, 2025
Employers that sponsor self-insured group health plans, including health reimbursement arrangements (HRAs) should keep in mind the upcoming July 31, 2025 deadline for paying fees that fund the Patient-Centered Outcomes Research Institute (PCORI) via Form 720, which was recently updated and released by the IRS.
June 3, 2025
Find out more Wealth Services
Mid-Year, Full Picture: A Financial Pulse Check
June is the perfect time to hit pause and take a thoughtful look at your financial picture. Whether this year has brought surprises, progress, or a mix of both, a mid-year check-in helps ensure you're heading into the second half with clarity and purpose.
June 2, 2025
Find out more Wealth Services
Weekly Market Update
Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union (EU) and an upbeat corporate report from a mega-cap tech company that creates semiconductors used in the creation of artificial intelligence.
June 2, 2025
Find out more Employee Benefits
Benefits Captives: Your Business and What Your Competitors Are Doing
In one form or another, Captive Insurance has existed as a risk management solution for many decades — originally for property and casualty coverage and primarily for large employers. But its viability as a solution for employee benefits and for midsized businesses has increased dramatically in recent years, fueled by volatility in the insurance market in general and by the skyrocketing cost of health insurance in particular.
May 29, 2025
Find out more Wealth Services
Protecting Your Business from the Loss of a Key Person
The unexpected loss of a key team member can disrupt operations and impact your bottom line. Explore how key person insurance can help your business stay resilient and maintain continuity during a critical transition.
May 20, 2025
Find out more Wealth Services
Weekly Market Update
Stocks roared higher last week, powered by upbeat trade news and tame inflation reports.
May 19, 2025
Find out more