Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Wealth Services

Retirement Planning Through a Financial Literacy Lens

A strong retirement plan goes beyond saving—it requires tax-smart strategies, income planning, and long-term flexibility. Learn how financial literacy can help you get the most from your retirement years.

April 17, 2025

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Employee Benefits

Deadline for San Francisco Health Care Security Ordinance is approaching

The annual San Francisco Health Care Security Ordinance (SF HCSO) reporting by employers that have employees who work in the City of or County of San Francisco is due by May 2, 2025. Employers should be aware of the upcoming deadline even if they are not located in San Francisco.



The SF HCSO requires large and medium-sized employers to provide covered employees with benefits equal to or greater than the expenditure rate. Covered employees are those who have been employed for more than 90 days and who regularly work at least eight hours per week within the City of and County of San Francisco.

April 14, 2025

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Property and Casualty

International Roadcheck Is May 13-15. Is Your Commercial Transportation Fleet Ready?

For 72 hours next month, commercial motor vehicles and drivers throughout North America will be subject to what the Commercial Vehicle Safety Alliance (CVSA) calls a “high-visibility, high-volume” inspection and regulatory compliance enforcement initiative.



The annual event, known as the International Roadcheck, will take place at weigh and inspection stations, temporary sites and locations selected by mobile patrols from May 13-15 in the United States, Canada and Mexico.

April 14, 2025

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Wealth Services

Weekly Market Update

Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation.

April 14, 2025

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Wealth Services

Monthly Market and Economic Update - March 2025

Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

April 10, 2025

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Wealth Services

Financial Literacy Is a Lifelong Journey—Here’s How to Stay on Track

Financial literacy isn’t just about budgeting—it's about making smart, strategic decisions at every life stage. Explore ways to stay financially sharp as your goals and priorities evolve.

April 9, 2025

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Wealth Services

Weekly Market Update

Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs.

April 7, 2025

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Property and Casualty

Improving Transportation Fleet Safety Through Gamification

The COVID-19 pandemic pushed companies to find creative ways to engage employees as isolation hit an all-time high. Many turned to gamification — the application game mechanics such as points, badges and leaderboards to everyday tasks — to reconnect with staff and improve retention, especially around key initiatives like safety. It’s a concept so suitable for the transportation industry, it could have been conceived with truckers and other commercial auto drivers in mind.

April 7, 2025

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Employee Benefits

Webinar: Is Captive Insurance the Right Solution for Your Business?

Join Alera Group on Thursday, April 17, for "Balancing Cost and Care: Could a Captive solution be the right fit for you?", a webinar on self-insuring to reduce group Medical Insurance costs and other business expense. Our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.

April 3, 2025

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