Retirement Plan Services
Increasing 401(k) Balances Can Bring Increased Risk
By the second quarter of this year, the number of “401(k) millionaires” rose 2.5% from Q1, marking a record high according to Fidelity.
November 14, 2024
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AREAS OF EXPERTISE
Wealth Services
What to look for in an extended-care policy
Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.
November 13, 2024
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Wealth Services
Weekly Market Update
Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives remains undecided.)
November 12, 2024
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Election Takeaways for Employers Sponsoring Group Health Plans
As the United States looks to 2025 and the inauguration of President Donald Trump, employers that sponsor employee benefit plans might be wondering what changes related to health benefits in America could be on the horizon.
November 8, 2024
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Wealth Services
Monthly Market and Economic Update - October 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
November 7, 2024
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Webinar Preview: ‘When Captive Insurance Makes Sense’
As healthcare costs — including those for pharmacy — have continued to skyrocket, the urgency to control healthcare and pharmacy spend has elevated as well, and Captives have surged in popularity. Alera Group's webinar on Captive Insurance will help you determine whether forming or joining a Captive is right for you.
November 7, 2024
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Understanding Extended Care
The potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.
November 6, 2024
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IRS Limits on Retirement Benefits and Compensation
Stay informed with Alera Group’s 2025 IRS Retirement Contribution Limits Guide. This insight offers a clear overview of the updated limits for 401(k), IRA, and other essential retirement plans, helping individuals and employers make informed decisions and optimize retirement contributions for the year ahead.
November 5, 2024
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Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors.
November 4, 2024
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