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

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.

January 22, 2025 at 12:00 pm CT | Virtual

Q1 2025 Quarterly Compliance Webinar

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

February 25, 2025 at 01:00 pm CT | Virtual

Image that displays the text Alera Group Webinar

Employee Benefits

Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce

In this session, our experts will showcase the value of voluntary benefits, from financial savings to improved retention to addressing the specific needs of their employees.

March 20, 2025 at 01:00 pm CT | Virtual

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Thought leadership

Insights

Retirement Plan Services

Portability Services Network Expands Impact

According to a recent release, the Portability Services Network (PSN), which began with three of the biggest recordkeepers in the country just over a year ago, has now grown to include three additional providers, covering over 15,000 retirement plans and 5 million members.

January 16, 2025

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Retirement Plan Services

Supreme Court Declines Arbitration Case: What Plan Sponsors Need to Know

Staying compliant in this environment demands significant time and resources. Sponsors must regularly update plan documents to reflect the latest judicial interpretations and may need to consult legal counsel more frequently to help mitigate risks. This ongoing burden can divert attention from other strategic priorities and increase overall administrative costs.

January 13, 2025

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Wealth Services

Weekly Market Update

Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors.

January 13, 2025

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Retirement Plan Services

DOL and IRS Provide Hurricane Relief Guidance

The Department of Labor (DOL), in partnership with the Internal Revenue Service (IRS), released a statement in November detailing disaster relief measures for employee benefit plans, participants and sponsors affected by Hurricane Helene, Tropical Storm Helene and Hurricane Milton. While the guidance applies broadly to health, welfare and retirement plans, the following provisions are specifically relevant to retirement plan sponsors and participants.

January 6, 2025

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Wealth Services

Weekly Market Update

Stocks edged lower last week despite a powerful end-of-week rally.

January 6, 2025

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