Alera Group, Inc.

Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Employee Benefits

Building Connections To Support Employee Mental Health

Mental Health Awareness Month begins in May, but to emphasize mental wellbeing as a year-round priority, Alera Group is getting an early start on distributing our new Mental Health Awareness Toolkit. Designed and refined by our Wellbeing team, the Toolkit is an employer resource to help you and your employees adopt healthy activities, build social connections and erode stigmas that have long hampered discussion of mental health.

March 4, 2025

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Wealth Services

Weekly Market Update

Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week.

March 3, 2025

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Employee Benefits

Weighty Matter: Obesity, GLP-1s and the Rising Cost of Healthcare

Obesity and health problems associated with it — including heart disease and stroke, high blood pressure, several types of cancer, osteoarthritis, sleep apnea and more — are primary factors that must be considered as employers seek to contain healthcare costs for their employers, as well as for themselves.

February 26, 2025

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Wealth Services

Weekly Market Update

Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors. 

February 24, 2025

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Wealth Services

Filing a Final Tax Return: What You Need to Know

Handling tax matters after losing a loved one can be overwhelming, but certain filings are required if they earned income or had a sizable estate. Learn key deadlines, potential tax obligations, and important steps to ensure compliance while navigating this challenging time.

February 18, 2025

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Wealth Services

Weekly Market Update

Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength.

February 18, 2025

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Retirement Plan Services

Why Workers Leave Matching Dollars on the Table

Many employees unknowingly leave free retirement dollars on the table due to psychological biases like present bias, loss aversion, and decision paralysis. Understanding these barriers can help plan sponsors implement strategies that encourage higher contributions and ensure employees maximize their employer match.

February 11, 2025

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Wealth Services

Understanding Capital Gains and Losses: What You Need to Know

Understanding how capital gains and losses impact your taxes can help you make smarter investment decisions. Learn how different tax rates apply, strategies to offset gains with losses, and key considerations for maximizing tax efficiency.

February 11, 2025

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Wealth Services

Monthly Market and Economic Update - January 2025

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

February 10, 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.