Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Retirement Plan Services

The Resurgence of the Automatic IRA Act

A new bill, the Automatic IRA Act of 2024, has been introduced aiming to automatically enroll workers in retirement plans for companies with over ten employees, offering potential tax credits for small businesses. This proposal expands the private pension system, providing exemptions for some employers, and includes details on contributions, lifetime income, investments, and credits.

April 16, 2024

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Wealth Services

Weekly Market Update

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions.

April 15, 2024

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Wealth Services

Financial Literacy for Kids

4 Ways To Help Your Kids Develop Good Financial Habits

April 12, 2024

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Retirement Plan Services

Beyond Compliance: Make Every Comm Count

Effective retirement plan communications go beyond regulations, engaging and empowering participants to take control of their financial future. By breaking down information, using storytelling, personalizing messages, and timing them strategically, employers can help foster informed decision-making and foster greater participant engagement.

April 11, 2024

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Wealth Services

Monthly Market and Economic Update | March 2024

Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

April 11, 2024

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Wealth Services

Weekly Market Update

Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials.

April 8, 2024

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Employee Benefits

Webinar: The Ins and Outs of PEOs

Providing employees with a robust benefits program is vital to attracting and retaining staff while growing an organization, but many small and medium-sized businesses lack the resources and time necessary to manage such a program. Professional employer organizations (PEOs) offer a solution. Alera Group's April 15 webinar, "Finding, Using and Transitioning Out of a PEO" will address the basics and help you strategize.

April 4, 2024

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Property and Casualty

Slower bookings, insurance challenges make for a tough year in hospitality

A combination of slowed bookings and a volatile insurance market is likely to make this a challenging year for the hospitality industry. After a two-year surge following the COVID-19 lockdowns — industry insiders refer to it as “revenge travel” — the sector anticipates more modest growth in demand throughout the remainder of 2024.

April 2, 2024

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Wealth Services

Weekly Market Update

Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024.

April 1, 2024

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