Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Retirement Plan Services

Report Highlights Risks and Oversight Challenges of Crypto in 401(k)s

A new report highlights the risks and oversight challenges of including cryptocurrency in 401(k) plans, citing high volatility, regulatory uncertainty, and cybersecurity threats. With federal agencies urging extreme caution, plan sponsors must carefully evaluate their fiduciary responsibilities and stay informed on evolving regulations.

February 6, 2025

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Retirement Plan Services

PBGC Updates Premium Deadlines for 2025 and Beyond

Plan sponsors should prepare for an earlier premium payment deadline in 2025 due to changes from the Bipartisan Budget Act of 2015. While efforts to repeal the rule continue, the Pension Benefit Guaranty Corporation urges sponsors to adjust their filing processes and stay informed on potential regulatory updates.

February 3, 2025

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Is a Roth IRA Conversion Right for You? Five Questions to Ask

A Roth IRA conversion can help reduce taxes in retirement, but it’s not the right move for everyone. Before making the switch, consider these five key factors that could impact your tax liability, income, and long-term financial strategy.

February 3, 2025

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Wealth Services

Weekly Market Update

Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports.

February 3, 2025

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Wealth Services

Weekly Market Update

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C.

January 27, 2025

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Employee Benefits

Employee Benefits, Prescription Drugs and the Importance of Benchmarking

Benchmarking — the process of comparing benefits among companies of similar size, industry and geographic location — is a vital exercise in designing an employee benefits program that enables a company to compete and retain talent without damaging the bottom line.

January 27, 2025

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Wealth Services

Your Emergency Fund: How Much Is Enough?

Unexpected expenses can strike at any time, from home repairs to medical bills. Discover how building an emergency fund can help you navigate financial surprises and take the first steps toward creating one today.

January 21, 2025

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Employee Benefits

Your Guide to a Competitive, Cost-Efficient Employee Benefits Program

Alera Group’s recently released "2025 Employee Benefits Market Outlook" is a report designed to help you make informed decisions on designing a state-of-the-industry program that attracts and retains talented workers while guarding against the inefficiencies that drive up benefits spend — especially on healthcare and prescription drugs.

January 21, 2025

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Wealth Services

Weekly Market Update

Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears.

January 21, 2025

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    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.