Our Areas of Expertise
Capabilities include cost containment and plan design, benefits administration, compliance, employee communication, benefits technology and vendor management.
Property & Casualty
Capabilities include property and casualty insurance, corporate and individual risk management, environmental liability expertise and M&A services.
Capabilities include financial planning, retirement planning, investment advice, personal insurance, estate planning and brokerage services.
Retirement Plan Services
Capabilities include services for a wide variety of plans through fiduciary services and consulting services.
Recent Updates From Alera Group
Alera Group exec receives Distinguished Estate Planner award
Deerfield, IL (June 7, 2023) — Alera Group, a top independent, national insurance, wealth services and retirement plan services firm, today announced J.R. Burke, Founding Principal of Perspective Financial Group, an Alera Group company, is the recipient of the Philadelphia... Read More
Alera Group Expands Services with Acquisition of Clarity Enrollment Solutions
Deerfield, IL (June 6, 2023) — Alera Group, a top independent national insurance and wealth services firm, announced today the acquisition of Clarity Enrollment Solutions, a specialized provider of benefits education and enrollment solutions. This strategic acquisition is set to bolster Alera... Read More
Legal Alert: IRS Announces HSA/HDHP Limits for 2024
This alert is of interest to employers that sponsor HSA-qualified plans or plans subject to the ACA out-of-pocket limits. In Rev. Proc. 2023-23, the IRS released the inflation-adjusted amounts for 2024 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs).... Read More
5 Tips for Environmental Insurance Protection
While news stories about the environment are frequently filled with apocalyptic doom and gloom, the market outlook on environmental insurance remains healthy and consistent. Regardless of the business type or impact on climate change, organizations can readily secure environmental insurance... Read More
Solutions to the Problem of Funding Long-Term Care
An aging population, medical advances that extend life expectancy and soaring costs for long-term care are the principal drivers of a problem too many Americans don’t consider until it’s too late: paying for care that standard health insurance doesn’t... Read More
How to Leverage Today’s D&O Buyers’ Market
If your Directors and Officers (D&O) Liability Insurance premium saw double-digit increases in the last two years, your next renewal may provide relief. It may even gift an unusual surprise — a premium reduction — after the hard market pivoted to an increasingly competitive... Read More