Wealth Services
Weekly Market Update
Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict.
April 22, 2024
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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 18, 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 18, 2024
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Help Participants Avoid These TDF Missteps
Target date funds (TDFs) have surged in popularity, reaching record assets of $3.5 trillion in 2023, with mutual funds slightly ahead of collective investment trusts. While TDFs offer advantages like simplified investing and automatic rebalancing, participants should understand potential pitfalls like mixing funds and changing risk preferences to maximize their benefits and avoid common missteps.
April 18, 2024
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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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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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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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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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