Our Areas of Expertise

Employee Benefits

Capabilities include cost containment and plan design, benefits administration, compliance, employee communication, benefits technology and vendor management.

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Property & Casualty

Capabilities include property and casualty insurance, corporate and individual risk management, environmental liability expertise and M&A services.

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Wealth
Services

Capabilities include financial planning, retirement planning, investment advice, personal insurance, estate planning and brokerage services.

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Retirement Plan Services

Retirement Plan Services

Capabilities include services for a wide variety of plans through fiduciary services and consulting services.

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Recent Updates From Alera Group

News

Alera Group Bolsters Compensation Solutions with Latest Acquisition

Jun 16, 2022
Alera Group, a top independent national insurance and wealth services firm, announced today the acquisition of Compensation Works, a national compensation solution company providing data-driven solutions that support business strategies and human capital initiatives. “Collectively, our... Read More

Legal Alert: Non-Quantitative Treatment Limits (NQTL) Annual Analysis is Required

Jun 10, 2022
All group health plan sponsors of both fully-insured and self-funded plans must consider the requirements of the Mental Health Parity and Addiction Equity Act and the Patient Protection and Affordable Care Act (ACA). The Paul Wellstone and Pete Domenici Mental Health Parity and Addiction Equity Act... Read More

Alera Group Wealth Services Acquires Wharton Business Group

Jun 08, 2022
Acquisition adds $3.5 billion in assets; Pennsylvania office Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and wealth services firm, today announced the acquisition of Wharton Business Group (WBG), an employee-owned wealth... Read More

Insights

Webinar: Employee Benefits Benchmarking Survey Results

Jun 28, 2022
Let’s start with a reality check. Those young, talented, hardworking employees you’ve worked so hard to attract and hope to retain? Your organization probably is not the last stop on their career journeys.  This was true before the COVID-19 pandemic, and it’s truer still... Read More

Professional Liability/E&O Coverage: Good-Night’s-Sleep Insurance

Jun 21, 2022
What keeps you awake at night? If you’re in the business of providing professional services, you’ve probably done some tossing and turning over the possibility of a professional liability lawsuit.  No matter how conscientious you are, no matter how good you are at your job, the... Read More

Contractor/Subcontractor Uncertainty? The Solution Is Surety.

Jun 13, 2022
If your contracting or subcontracting business has not only survived but thrived during the three years of the COVID-19 pandemic, Surety bonds probably are not a top-of-mind concern for you — at least when it comes to private construction projects. But if you’ve struggled with payment,... Read More

Events

30 Jun Surety 101:
The Basics
@ 1:00 pm CDT
In this 30-minute foundational webinar, our contract and commercial surety experts will review the basics of surety bonding that will provide attendees with a deeper understanding of the process of... More Info
14 Jul
Employee Benefits Considerations
Following Dobbs v. Jackson Women’s Health Organization
@ 2:00 pm CDT
  On June 24, 2022, the Supreme Court officially held that the Constitution does not confer a right to abortion; Roe and... More Info
21 Jul
Alera Engage:
June
@ 1:00 pm CDT
Benchmarking… it’s a vague word thrown around by employee benefits professionals trying to win your business.... More Info
18 Aug
Alera Engage:
August
@ 1:00 pm CDT
Continue to stay on top of the latest compliance regulations and ask questions of experts about changes impacting your... More Info

Contact Us

Alera Group

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