Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Financial Services

PBGC Updates Premium Deadlines for 2025 and Beyond

Plan sponsors should prepare for an earlier premium payment deadline in 2025 due to changes from the Bipartisan Budget Act of 2015. While efforts to repeal the rule continue, the Pension Benefit Guaranty Corporation urges sponsors to adjust their filing processes and stay informed on potential regulatory updates.

February 3, 2025

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Financial Services

Weekly Market Update

Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports.

February 3, 2025

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Financial Services

Weekly Market Update

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C.

January 27, 2025

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Financial Services

Your Emergency Fund: How Much Is Enough?

Unexpected expenses can strike at any time, from home repairs to medical bills. Discover how building an emergency fund can help you navigate financial surprises and take the first steps toward creating one today.

January 21, 2025

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Financial Services

Weekly Market Update

Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears.

January 21, 2025

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Financial Services

Portability Services Network Expands Impact

According to a recent release, the Portability Services Network (PSN), which began with three of the biggest recordkeepers in the country just over a year ago, has now grown to include three additional providers, covering over 15,000 retirement plans and 5 million members.

January 16, 2025

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Financial Services

Budget Check Up: Tax Time Is the Right Time

Tax season is the perfect time to review your budget. Use this opportunity to track spending, project future expenses, and align your finances with your goals.

January 14, 2025

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Financial Services

Supreme Court Declines Arbitration Case: What Plan Sponsors Need to Know

Staying compliant in this environment demands significant time and resources. Sponsors must regularly update plan documents to reflect the latest judicial interpretations and may need to consult legal counsel more frequently to help mitigate risks. This ongoing burden can divert attention from other strategic priorities and increase overall administrative costs.

January 13, 2025

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Financial 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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    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.