Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Retirement Plan Services

Fed rate decision: implications for sponsors

U.S. Federal Reserve announced it would hold interest rates steady for now but signaled at least one more hike may lie ahead before the end of the year.

December 14, 2023

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Employee Benefits

Legal Alert: IRS Releases PCORI Fee For Plan Years Ending Before October 1, 2024

This alert is of interest to all employers that sponsor self-insured group health plans, including Health Reimbursement Arrangements (HRAs). Note that the PCORI fee does not apply to most health FSAs.

December 14, 2023

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Wealth Services

Weekly Market Update

Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data.

December 14, 2023

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Wealth Services

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.

December 14, 2023

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Retirement Plan Services

The top three reasons to outsource fiduciary services

Outsourcing can provide cost savings and increase productivity. Outsourcing allows companies to focus more on their core businesses, rather than spending time on areas outside their expertise.

December 14, 2023

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Wealth Services

Weekly Market Update

A powerful Friday rally left stocks higher last week, extending the market’s early November gains.

December 14, 2023

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Retirement Plan Services

Gobbling up good financial habits

According to a survey conducted by Country Financial, 32% of folks feel the most financial pressure during the holiday season.

December 14, 2023

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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.

December 14, 2023

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Retirement Plan Services

401(k) fears: what’s a plan sponsor to do?

The field of behavioral finance points to a number of cognitive distortions that feed on investor fear and can plague participants’ decision-making while compromising their retirement readiness.

December 14, 2023

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