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.

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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

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

Employee Benefits

Optimize Your Benefits: A Three-Pronged Approach

Want to lower healthcare costs and enrich your benefits program at the same time? If so, this webinar is for you.

June 20, 2024 at 01:00 pm CT | Virtual

Employee Benefits

[Alera Engage] Benchmarking for the Win: How Does Your Benefits Program Rate?

Ask our clients about the No.1 tool that helps them develop an impactful benefits program, and they'll tell you is benchmarking.

July 18, 2024 at 02:00 pm CT | Virtual

Stock image displaying the words Alera Engage

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Thought leadership

Insights

Wealth Services

Weekly Market Update

Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news.

May 20, 2024

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Wealth Services

Can Group, Private Disability Policies Work Together?

A 20-year-old has more than a 25% chance of becoming disabled before retirement age, potentially leading to significant financial hardship. While employer-provided disability coverage can help, it often falls short, making supplemental personal policies crucial for adequate income protection.

May 15, 2024

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Legal Alert: HIPAA Privacy Rules Amended to Require Protection of Reproductive Healthcare Information

On April 26, 2024, the Office for Civil Rights (OCR) at the U.S. Department of Health and Human Services (“HHS”) issued a Final Rule amending the HIPAA Privacy Rule.

May 15, 2024

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Retirement Plan Services

Millennials Redefining Retirement

Millennials are reshaping retirement, prioritizing financial freedom over age. Discover their varied retirement plans and challenges like money dysmorphia and debt management.

May 14, 2024

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Property and Casualty

Perfect Storm Hitting Personal Lines of Insurance

A convergence of disruptive forces is hitting the market for personal lines of insurance in 2024, making it extremely challenging for insurers to provide coverage personal property and casualty (P&C) coverage, particularly Home and Auto Insurance.

May 14, 2024

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