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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AREAS OF EXPERTISE
Wealth Services
Three Ways to Set Goals You’ll Keep
Now is the perfect time to set meaningful goals if you haven't already but achieving them requires the right approach. Discover three proven strategies—SMART, OKR, and PACT—to help you create resolutions that stick and set the stage for lasting success.
January 7, 2025
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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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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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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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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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Weekly Market Update
Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season.
December 23, 2024
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