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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AREAS OF EXPERTISE
Retirement Plan Services
Portability Services Network Expands Impact
According to a recent release, the Portability Services Network (PSN), which began with three of the biggest recordkeepers in the country just over a year ago, has now grown to include three additional providers, covering over 15,000 retirement plans and 5 million members.
January 16, 2025
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Wealth Services
Budget Check Up: Tax Time Is the Right Time
Tax season is the perfect time to review your budget. Use this opportunity to track spending, project future expenses, and align your finances with your goals.
January 14, 2025
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Supreme Court Declines Arbitration Case: What Plan Sponsors Need to Know
Staying compliant in this environment demands significant time and resources. Sponsors must regularly update plan documents to reflect the latest judicial interpretations and may need to consult legal counsel more frequently to help mitigate risks. This ongoing burden can divert attention from other strategic priorities and increase overall administrative costs.
January 13, 2025
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Weekly Market Update
Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors.
January 13, 2025
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Three Ways to Set Goals You’ll Keep
Now is the perfect time to set meaningful goals if you haven't already but achieving them requires the right approach. Discover three proven strategies—SMART, OKR, and PACT—to help you create resolutions that stick and set the stage for lasting success.
January 7, 2025
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DOL and IRS Provide Hurricane Relief Guidance
The Department of Labor (DOL), in partnership with the Internal Revenue Service (IRS), released a statement in November detailing disaster relief measures for employee benefit plans, participants and sponsors affected by Hurricane Helene, Tropical Storm Helene and Hurricane Milton. While the guidance applies broadly to health, welfare and retirement plans, the following provisions are specifically relevant to retirement plan sponsors and participants.
January 6, 2025
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Weekly Market Update
Stocks edged lower last week despite a powerful end-of-week rally.
January 6, 2025
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The Market for Employee Benefits in 2025
Join Alera Group on January 16 from 1-2 p.m. CT as we highlight the key findings in our "2025 Employee Benefits Market Outlook" and discuss how trends in employee benefits may affect your business' offerings. The insights we’ll share and the questions we’ll answer will help you determine your benefits strategy for the months ahead.
January 6, 2025
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