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.

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.

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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. 

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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.

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Wealth Services

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

 

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

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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.

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Expert education

Events and Webinars

Employee Benefits

Q1 Compliance Update

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

March 5, 2024 at 01:00 pm CT | Virtual

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Employee Benefits

How Voluntary Benefits Inspire Employee Loyalty

Presenters will show you how to use these benefits to meet the needs of both your business and employees, driving retention and saving money. 

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

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Employee Benefits

HIPAA Privacy and Security Overview

Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules.

April 2, 2024 at 01:00 pm CT | Virtual

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Thought leadership

Insights

Property and Casualty

Food Processing and Distribution: Steady Insurance Market in an Unsteady World

Despite the byzantine process that controls how food gets to your plate (or refrigerator or restaurant table), it may come as a surprise that the market for property and casualty (P&C) insurance covering the food processing and distribution industry is relatively stable today, considering where the market was just 12 to 24 months ago.

February 21, 2024

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Wealth Services

What You Can Do To Get Ready For Tax Time

Suggestions and tips to help you better prepare for upcoming tax season.

February 20, 2024

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Wealth Services

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

February 20, 2024

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Wealth Services

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

February 20, 2024

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Wealth Services

Weekly Market Update

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates.

February 20, 2024

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Ready to work with us?