Wealth Services
Monthly Market and Economic Update - September 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
October 7, 2024
Find out more
AREAS OF EXPERTISE
Wealth Services
Weekly Market Update
Market Rallies But Ends Week Flat
October 7, 2024
Find out more Employee Benefits
Webinar: Meeting the Needs of an Aging Workforce
Why is recognizing and addressing the priorities of older workers an imperative? Because, as Bain’s analysis of U.S. Bureau of Labor Statistics data determined, workers 55 and older will exceed a quarter of the workforce among G7 nations, including the United States, by 2031. Older workers typically have different priorities and needs compared to their younger colleagues, as Alera Group will examine and discuss on October 17 during the next event in our Engage series of employee benefits webinars, “Meeting the Needs of an Aging Workforce.”
October 3, 2024
Find out more
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
Find out more
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
Find out more 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
Find out more 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
Find out more 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
Find out more
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
Find out more