San Angelo, TX

EXPERT EDUCATION

Events and Webinars

Wealth Services

State of the Markets

Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

October 23, 2024 at 11:00 am CT | Virtual

Sign Up
State of the Markets

Employee Benefits

When Captive Insurance Makes Sense

In this session, our experts will talk about how captives work, the advantages and disadvantages and what you need to know to determine whether they make sense for your organization.

November 21, 2024 at 01:00 pm CT | Virtual

Sign Up
Webinar Graphic - Alera Engage

Employee Benefits

Q4 Compliance Update

Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

December 3, 2024 at 01:00 pm CT | Virtual

Sign Up
Webinar graphic - Alera Engage

THOUGHT LEADERSHIP

Insights

Wealth Services

Weekly Market Update

Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East.

October 15, 2024

Find out more

Retirement Plan Services

IRS Issues Guidance on Student Loan Matching

Thirty percent of adults in the U.S. report having received a student loan to further their education. According to the Federal Reserve, the median student loan debt for those with outstanding balances in 2023 ranged between $20,000 and $25,000. To help ease this financial burden, employers are increasingly offering a match toward student loan repayments as an employee benefit to help alleviate the financial strain. This trend also highlights the increasing focus on addressing student debt within the framework of overall financial wellness initiatives.

October 14, 2024

Find out more

Retirement Plan Services

Helping Employees Avoid Retirement Healthcare Sticker Shock

Housing? Check. Life insurance? Check. Dining out? Check. For most retirees, these types of line items are fairly predictable and factored into their monthly budget. But when it comes to healthcare, the situation can change dramatically. These expenses are often unpredictable and underestimated — and this wild card can disrupt an otherwise carefully planned retirement, leaving many seniors vulnerable.

October 8, 2024

Find out more

Property and Casualty

5 P&C Insurance Tips for Public Sector Entities

Public sector entities — including counties, cities, town villages, local law enforcement and special service districts — offer vital services to our communities. They also face growing challenges, some from the constituencies they serve, as they navigate heightened public scrutiny, shrinking budgets and inflation. In this challenging environment, having a comprehensive property and casualty (P&C) insurance program, supported by a strong risk management strategy, is more crucial than ever.

October 8, 2024

Find out more