Alera Group, Inc.

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

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

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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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Employee Benefits

HIPAA Privacy and Security Overview

Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules. During this webinar, we'll review the different types of entities subject to HIPAA, take an in-depth look at protected health information (PHI), individual rights under HIPAA, and what to do when there is a breach of PHI.

April 11, 2025 at 01:00 pm CT | Virtual

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Thought leadership

Insights

Wealth Services

Filing a Final Tax Return: What You Need to Know

Handling tax matters after losing a loved one can be overwhelming, but certain filings are required if they earned income or had a sizable estate. Learn key deadlines, potential tax obligations, and important steps to ensure compliance while navigating this challenging time.

February 18, 2025

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Wealth Services

Weekly Market Update

Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength.

February 18, 2025

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Retirement Plan Services

Why Workers Leave Matching Dollars on the Table

Many employees unknowingly leave free retirement dollars on the table due to psychological biases like present bias, loss aversion, and decision paralysis. Understanding these barriers can help plan sponsors implement strategies that encourage higher contributions and ensure employees maximize their employer match.

February 11, 2025

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Wealth Services

Understanding Capital Gains and Losses: What You Need to Know

Understanding how capital gains and losses impact your taxes can help you make smarter investment decisions. Learn how different tax rates apply, strategies to offset gains with losses, and key considerations for maximizing tax efficiency.

February 11, 2025

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Wealth Services

Monthly Market and Economic Update - January 2025

Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

February 10, 2025

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