Alera Group, Inc.

Connecting you to a stronger financial future

At Alera Group, we harness the power of collaboration to bring you greater connectivity. Connectivity to specialists across our offices to bring you unique solutions. Connectivity with our network of resources to bring you the right products. Connectivity with data and insights to help you navigate increasing industry complexities.  It’s how we help you manage risk, build your business, strengthen financial opportunities and reach the future you’ve always imagined.

Find an Office Contact Us

Connecting to help you protect and grow

Our story is built on a culture of constant collaboration. It’s what allows us to deliver personalized service that helps businesses, individuals, families and communities drive value and achieve their goals.

Find out more
Placeholder image

PRODUCTS & SERVICES

Our Areas of Expertise

Employee Benefits

Optimized solutions to help grow and protect your business.

Personal partnerships in finance, compliance, technology, communications and more. 

National collaboration across market segments, industries and practice areas. 

Find out more
icon

Property and Casualty

Products, tools and services that help you mitigate risk, control costs and protect what matters most.

 

Industry expertise.

 

Risk management and consulting.

 

Claims advocacy and management.

Find out more
icon

Wealth Services

Comprehensive solutions in wealth management, protection and transfer and business solutions.

 

Planning for individuals, families, business owners, non-profits and foundations.

Find out more
icon

Retirement Plan Services

Plan design and servicing of 401(k), profit sharing, defined benefit, cash balance, 403(b), 457, PEP and deferred compensation offerings.

 

Solutions that meet unique needs and satisfy fiduciary responsibilities.

Find out more
icon

Ready to work with us?

Find an Office

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
View all Events and Webinars

Thought leadership

Insights

Wealth Services

Weekly Market Update

Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon.

October 21, 2024

Find out more

Wealth Services

Avoiding Self-Sabotage in Investing

Discover how emotions like fear, greed, and overconfidence can impact your investment decisions and learn ways to overcome them.

October 17, 2024

Find out more

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

Wealth Services

Job Transition? Here’s What You Can Do with Your 401(k)

Have you changed jobs recently? Discover four key options for managing your 401(k) that may impact your long-term financial goals.

October 9, 2024

Find out more
See all of our articles and alerts

Ready to work with us?

Find an Office Contact Us