Wealth Services
Monthly Market Update | December 2023
Read our latest commentary on the markets and economic conditions.
January 8, 2024
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AREAS OF EXPERTISE
Employee Benefits
Legal Alert: Agencies Provide Updated County Data for Culturally and Linguistically Appropriate Services and Guidance
On November 28, 2023, the Department of Labor (DOL), Internal Revenue Service (IRS) and Health and Human Services (HHS), collectively known as the Tri-Agencies, issued Part 63 of their FAQ series regarding implementation of the Affordable Care Act (ACA) and Consolidated Appropriations Act, 2021.
December 18, 2023
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Property and Casualty
An Innovative Approach to Commercial and Personal Insurance
Alera Group has released its widely anticipated 2024 Property and Casualty Market Outlook. Executive VP/National Property and Casualty Practice Leader Mark Englert provides an introduction, with insight into why this is such a valuable publication for insurance consumers.
December 18, 2023
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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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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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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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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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Long-term care could save your nest egg
When it comes to retirement, we typically rely on Medicare and Medicare supplemental coverage to afford the ever-increasing cost of healthcare. Unfortunately, though, Medicare doesn’t cover one of the most significant categories of healthcare costs...
December 14, 2023
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