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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Ready to work with us?

Expert education

Events and Webinars

Property and Casualty

2024 P&C Symposium

Join us as we bring together top experts to cover key risk management topics, summarize economic and personal risk market conditions and hear recommendations for strategically engaging with carrier partners.

May 1, 2024 at 09:00 am CT |

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P&C Symposium

Employee Benefits

Supporting Women’s Health Month: Trending Employee Benefits

In this session, we’ll talk about how employers are helping female employees and dependents be their best through every phase of life: From fertility, maternal care and parenting to peri/menopause, caregiving and mental health. 

May 16, 2024 at 01:00 pm CT | Virtual

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Employee Benefits

Q2 Compliance Update

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

June 4, 2024 at 01:00 pm CT | Virtual

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Webinar graphic - Alera Engage

Thought leadership

Insights

Wealth Services

The Fundamentals Of Investing – Do You Know Them?

A key component of financial literacy is understanding the basics of investing. Investing doesn’t have to be complicated! You’re trading access to your money now to use later on while giving it time to potentially grow.

April 29, 2024

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Wealth Services

Weekly Market Update

Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures.

April 29, 2024

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Employee Benefits

This Mental Health Awareness Month, ‘Run Your Own Race’

May is Mental Health Awareness Month. Here are tips and resources to help you get started on the route to a happier, healthier you.

April 25, 2024

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Wealth Services

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

April 24, 2024

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Employee Benefits

Q1 Considerations: Affordability for Applicable Large Employers

Under the ACA, Applicable Large Employers (ALEs) are required to offer “affordable” medical coverage to full-time employees or be subject to a fine. In September 2023, the IRS announced that the 2024 affordability percentage would reduce from the 2023 rate of 9.12% to 8.39% as of January 1, 2024. The U.S. Department of Health and Human Services has just released the 2024 Federal Poverty Level (FPL) amounts, with an increase of 3.3%.

April 23, 2024

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Ready to work with us?