Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Retirement Plan Services

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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Retirement Plan Services

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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Wealth Services

Weekly Market Update

Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors.

January 13, 2025

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Retirement Plan Services

DOL and IRS Provide Hurricane Relief Guidance

The Department of Labor (DOL), in partnership with the Internal Revenue Service (IRS), released a statement in November detailing disaster relief measures for employee benefit plans, participants and sponsors affected by Hurricane Helene, Tropical Storm Helene and Hurricane Milton. While the guidance applies broadly to health, welfare and retirement plans, the following provisions are specifically relevant to retirement plan sponsors and participants.

January 6, 2025

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Wealth Services

Weekly Market Update

Stocks edged lower last week despite a powerful end-of-week rally.

January 6, 2025

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Employee Benefits

The Market for Employee Benefits in 2025

Join Alera Group on January 16 from 1-2 p.m. CT as we highlight the key findings in our "2025 Employee Benefits Market Outlook" and discuss how trends in employee benefits may affect your business' offerings. The insights we’ll share and the questions we’ll answer will help you determine your benefits strategy for the months ahead.

January 6, 2025

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Wealth Services

2024 Year-End Review and Outlook

Navigating a year of market momentum and economic shifts, 2024 brought robust stock gains, tempered bond returns, and cautious optimism for 2025 amid evolving fiscal and monetary policies.

January 2, 2025

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Employee Benefits

New ACA-Related Laws Provide More Flexibility to Employers

On Monday, December 23, 2024, President Biden signed into law two bills, H.R. 3797 (the Paperwork Reduction Act) and H.R. 3801 (the Employer Reporting Improvement Act), which will positively impact applicable large employers (ALEs) and other entities required to furnish Forms 1095-B or 1095-C to individuals.

January 2, 2025

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Wealth Services

Weekly Market Update

Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday.

December 30, 2024

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