Americans believe they need nearly $1.5 million to retire comfortably, a number that has soared by more than 50% since 2020, according to Northwestern Mutual’s 2024 Planning & Progress Study.
December 5, 2024
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Donor-advised funds (DAFs) are transforming philanthropy by offering tax advantages, flexibility, and a streamlined way to support causes over time. Explore how these funds empower strategic giving while fostering meaningful impact and multigenerational generosity.
December 4, 2024
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Although much of the focus is on workers, the principles also have relevance for plan sponsors. As AI tools increasingly become more integral to retirement planning and financial education, it’s important to ensure these technologies are used transparently and responsibly to empower participants while mitigating risks associated with AI.
December 2, 2024
Find out more Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies.
December 2, 2024
Find out more Explore how thoughtful philanthropic giving can align with your values, create a lasting legacy, and provide potential tax benefits. Learn strategies to maximize your impact, choose the right assets, and integrate giving into your financial plan.
November 25, 2024
Find out more Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates.
November 25, 2024
Find out more When the Consolidated Appropriations Act, 2021 (CAA) was enacted on December 27, 2020, it included a provision that prohibits group health plans and health insurance carriers from entering into certain agreements that, either directly or indirectly, restrict the release of certain information related to provider networks and de-identified encounter data, among other things. Such restrictions are commonly referred to as “gag clauses.” The CAA also requires plans and carriers to attest annually that their agreements do not include such impermissible gag clauses.
November 20, 2024
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Tobacco surcharges on health insurance premiums for employees who use tobacco products are attractive options for employers looking to keep their workforce healthy while lowering their organization’s healthcare costs. But surcharges can go too far, and many employers may be unaware of the limitations. Alera Group's new whitepaper on tobacco surcharges is designed to assist employers in complying with federal regulations.
November 19, 2024
Find out more Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials.
November 18, 2024
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