Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Retirement Plan Services

New 401k Rules: Balancing Access and Savings

When considering short-term funding options, participants are often advised to avoid tapping into their 401(k) accounts through loans or hardship withdrawals, as early withdrawals can impede long-term retirement savings.

December 10, 2024

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Wealth Services

Monthly Market and Economic Update - November 2024

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

December 9, 2024

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Wealth Services

Weekly Market Update

Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled.

December 9, 2024

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Retirement Plan Services

What Retirement Planning Isn’t

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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Wealth Services

The Role of Donor-Advised Funds in Philanthropy

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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Retirement Plan Services

What the DOL’s AI Guidance Means for Plan Sponsors

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

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Wealth Services

Weekly Market Update

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

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Wealth Services

6 Tips for Philanthropic Giving

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

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Wealth Services

Weekly Market Update

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates.

November 25, 2024

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