Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Wealth Services

Monthly Market and Economic Update - July 2024

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

August 7, 2024

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Retirement Plan Services

The Road to 15%: Helping Participants Navigate Toward Retirement Readiness

Reaching a 15% savings rate is key to retirement readiness, but timing is crucial. Learn how auto-enrollment, auto-escalation, and strategic plan design can help participants accelerate their savings and achieve their retirement goals more efficiently.

August 7, 2024

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Property and Casualty

Diverging Outlook on Manufacturing Insurance

The manufacturing industry continues to face a complex insurance landscape in 2024, with some areas showing signs of stability while others remain more challenging.

August 7, 2024

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Employee Benefits

Q3 Considerations: Health & Welfare Short Plan Year Form 5500 Filing

It’s common for a plan sponsor to sometimes change their ERISA plan year.

August 6, 2024

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Employee Benefits

Spotlight: 2025 Changes to Medicare Part D

Effective January 1, 2025, Medicare Part D prescription drug benefits will be changing.

August 6, 2024

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Employee Benefits

Key Considerations for Employers of all Sizes: Leave of Absence Policies

Many employers recognize the importance of offering extended leave options to their employees, but there are many things to consider when creating these policies.

August 6, 2024

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Wealth Services

What Can You Buy With 529 Distributions?

Discover how to maximize your 529 plan distributions for a wide range of educational expenses, from K-12 tuition to college costs, vocational training, and even technology essentials. Learn which expenses qualify and how to make the most of your savings without facing unexpected taxes.

August 5, 2024

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Wealth Services

Weekly Market Update

Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data.

August 5, 2024

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Employee Benefits

Webinar Preview: A User-Friendly Open Enrollment

Join Alera Group on Thursday, August 15, for “Driving Communications and Engagement: Open Enrollment,” an Engage series webinar on effective, year-round benefits communications — beginning with the all-important run-up to Open Enrollment.

August 2, 2024

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