Wealth Services
Monthly Market and Economic Update - July 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
August 7, 2024
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AREAS OF EXPERTISE
Retirement Plan Services
The Road to 15%: Helping Participants Navigate Toward Retirement Readiness
Reaching a 15% savings rate is key to retirement readiness, but timing is crucial. Learn how auto-enrollment, auto-escalation, and strategic plan design can help participants accelerate their savings and achieve their retirement goals more efficiently.
August 7, 2024
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Property and Casualty
Diverging Outlook on Manufacturing Insurance
The manufacturing industry continues to face a complex insurance landscape in 2024, with some areas showing signs of stability while others remain more challenging.
August 7, 2024
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Employee Benefits
Q3 Considerations: Health & Welfare Short Plan Year Form 5500 Filing
It’s common for a plan sponsor to sometimes change their ERISA plan year.
August 6, 2024
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Employee Benefits
Spotlight: 2025 Changes to Medicare Part D
Effective January 1, 2025, Medicare Part D prescription drug benefits will be changing.
August 6, 2024
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Key Considerations for Employers of all Sizes: Leave of Absence Policies
Many employers recognize the importance of offering extended leave options to their employees, but there are many things to consider when creating these policies.
August 6, 2024
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What Can You Buy With 529 Distributions?
Discover how to maximize your 529 plan distributions for a wide range of educational expenses, from K-12 tuition to college costs, vocational training, and even technology essentials. Learn which expenses qualify and how to make the most of your savings without facing unexpected taxes.
August 5, 2024
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Weekly Market Update
Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data.
August 5, 2024
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Webinar Preview: A User-Friendly Open Enrollment
Join Alera Group on Thursday, August 15, for “Driving Communications and Engagement: Open Enrollment,” an Engage series webinar on effective, year-round benefits communications — beginning with the all-important run-up to Open Enrollment.
August 2, 2024
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