Weekly Market Update
Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets.
February 10, 2025
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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
Find out more 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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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, 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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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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