Wealth Services
Monthly Market and Economic Update | March 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
April 11, 2024
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AREAS OF EXPERTISE
Employee Benefits
Legal Alert: Agencies Release Final Regulations on Fixed Indemnity Insurance, Refrain from Addressing Level-Funded Plans
On March 29, 2024, the IRS, DOL and HHS (collectively, “the Agencies”) released final regulations implementing new notice requirements for group hospital or other fixed indemnity plans that begin on or after January 1, 2025. As discussed in more detail below, these final regulations differ from the proposed regulations released by the Agencies on July 12, 2023.
April 11, 2024
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Wealth Services
Weekly Market Update
Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials.
April 8, 2024
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Webinar: The Ins and Outs of PEOs
Providing employees with a robust benefits program is vital to attracting and retaining staff while growing an organization, but many small and medium-sized businesses lack the resources and time necessary to manage such a program. Professional employer organizations (PEOs) offer a solution. Alera Group's April 15 webinar, "Finding, Using and Transitioning Out of a PEO" will address the basics and help you strategize.
April 4, 2024
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Slower bookings, insurance challenges make for a tough year in hospitality
A combination of slowed bookings and a volatile insurance market is likely to make this a challenging year for the hospitality industry. After a two-year surge following the COVID-19 lockdowns — industry insiders refer to it as “revenge travel” — the sector anticipates more modest growth in demand throughout the remainder of 2024.
April 2, 2024
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Wealth Services
Weekly Market Update
Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024.
April 1, 2024
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Legal Alert: RxDC Reporting Due June 1
Reminder: RxDC Reporting Due June 1
With the 2023 reference year RxDC reporting deadline approaching soon, plan sponsors should familiarize themselves with recent updates to the RxDC Reporting Instructions.
March 27, 2024
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Weekly Market Update
Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year.
March 25, 2024
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Seven Tips to Help You Prepare for Retirement
Start building your retirement strategy today with these tips. From setting clear objectives to understanding Social Security benefits and healthcare options, this guide helps you navigate the path towards a fulfilling retirement.
March 21, 2024
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