Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Retirement Plan Services

Amazon Accused of Mismanaging 401(k) Forfeiture Funds

Amazon is facing a class-action lawsuit over allegations of mismanaging millions in forfeited 401(k) funds, potentially benefiting the company at employees' expense. As similar lawsuits target major corporations, the outcome could impact how retirement plans are managed industry wide.

March 5, 2025

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Retirement Plan Services

Enhancing Retirement Opportunities for Part-Time Employees

Part-time employees now have greater access to employer-sponsored retirement plans, but their financial challenges often differ from those of full-time workers. Learn how tailored support, flexible education, and strategic plan design can help them save for the future.

March 5, 2025

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Employee Benefits

Building Connections To Support Employee Mental Health

Mental Health Awareness Month begins in May, but to emphasize mental wellbeing as a year-round priority, Alera Group is getting an early start on distributing our new Mental Health Awareness Toolkit. Designed and refined by our Wellbeing team, the Toolkit is an employer resource to help you and your employees adopt healthy activities, build social connections and erode stigmas that have long hampered discussion of mental health.

March 4, 2025

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Wealth Services

Weekly Market Update

Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week.

March 3, 2025

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Employee Benefits

Weighty Matter: Obesity, GLP-1s and the Rising Cost of Healthcare

Obesity and health problems associated with it — including heart disease and stroke, high blood pressure, several types of cancer, osteoarthritis, sleep apnea and more — are primary factors that must be considered as employers seek to contain healthcare costs for their employers, as well as for themselves.

February 26, 2025

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Wealth Services

Weekly Market Update

Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors. 

February 24, 2025

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Wealth Services

Filing a Final Tax Return: What You Need to Know

Handling tax matters after losing a loved one can be overwhelming, but certain filings are required if they earned income or had a sizable estate. Learn key deadlines, potential tax obligations, and important steps to ensure compliance while navigating this challenging time.

February 18, 2025

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Wealth Services

Weekly Market Update

Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength.

February 18, 2025

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Retirement Plan Services

Why Workers Leave Matching Dollars on the Table

Many employees unknowingly leave free retirement dollars on the table due to psychological biases like present bias, loss aversion, and decision paralysis. Understanding these barriers can help plan sponsors implement strategies that encourage higher contributions and ensure employees maximize their employer match.

February 11, 2025

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