Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Retirement Plan Services

Navigating Higher Fees and Opportunities for Smaller 401(k) Plans

Although the costs of retirement benefits have generally decreased due to fee compression, smaller plans are still at a disadvantage. Smaller plans pay more per participant due to fixed costs, while larger plans benefit from economies of scale even with greater total costs.

October 2, 2024

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Wealth Services

Take Charge of Your Future: Financial Planning Awareness Month

Take the opportunity to reassess your financial goals and ensure your plans align with your current situation. Discover key steps to enhance your financial strategy, from revisiting your budget to evaluating your retirement savings, and empower yourself to make informed financial decisions.

October 2, 2024

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Employee Benefits

Wellbeing Fair Sessions — When and Where You Like

Themed “Live for Tomorrow,” Alera Group's 2024 Employee Wellbeing Fair is now available online, where you can access all eight sessions, select which ones you want to view and watch them at your convenience.

October 2, 2024

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Wealth Services

Weekly Market Update

Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent.

September 30, 2024

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Property and Casualty

What To Do About the High Cost of Insurance for Transportation and Logistics Companies

Here’s a close look at three major insurance challenges for transportation and logistics companies, along with practical steps you can take to address them.

September 26, 2024

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Wealth Services

The Fine Print of Insurance

Insurance policies can be more flexible than many realize, offering optional features known as "riders" that can be customized to suit individual needs. From accessing funds in case of a terminal illness to adding more coverage later without additional medical exams, these options can enhance your financial plan.

September 24, 2024

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Wealth Services

Weekly Market Update

Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation.

September 23, 2024

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Property and Casualty

Umbrella Insurance for Businesses: Peace of Mind in an Increasingly Unpredictable World

Whereas a skilled agent can help provide businesses with adequate insurance against property losses by following a predictable formula, the unpredictability of liability claims underscores how important it is for businesses to buy as much Umbrella/Excess Liability coverage as they can afford.

September 18, 2024

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Wealth Services

Things to Know About Life Insurance

September is Life Insurance Awareness Month, a perfect time to explore lesser-known facts about life insurance, from the differences between term and permanent policies to common misconceptions about costs and coverage for those with health conditions. Discover the flexibility and added benefits available through policy riders.

September 17, 2024

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