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

Monica Evans Joins Alera Group as SVP and Director of Property & Casualty Solutions

May 16, 2022
Alera Group, a top independent, national insurance and wealth services firm, today announced Monica Evans has joined the organization as Senior Vice President and Director of Property & Casualty Solutions, effective May 16, 2022.   In this new role, reporting to Alera Group’s... Read More

Alera Group Acquires The Beck Agency

May 12, 2022
Alera Group, a top independent, national insurance and wealth services firm, today announced the acquisition of The Beck Agency, an insurance agency based in Alpharetta, Georgia. The Beck Agency has been meeting the personal and commercial insurance needs of clients throughout Georgia since... Read More

Legal Alert: IRS Releases 2023 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits

May 02, 2022
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. 2022-24, the IRS released the inflation-adjusted amounts for 2023 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table... Read More

Insights

Insurance Solutions for Assisted Living and Skilled Nursing Facilities

May 12, 2022
Let’s be clear on a couple of points about the assisted living/skilled nursing industry. Those who work in long-term care are predominantly empathetic, dedicated, hard-working people — most of whom chose a career in serving a vulnerable population over less demanding, more... Read More

Commemorating Asian Pacific American Heritage Month

May 02, 2022
May marks Asian Pacific American Heritage Month, an opportunity to celebrate and learn about Asian American and Pacific Islander (AAPI) culture and history, as well as a reminder to continue to elevate AAPI voices. Although this is a month of celebration, it would be a misstep not to... Read More

Insurance for Nonprofits: Challenges Require Innovative Solutions

Apr 28, 2022
When soaring lumber and real estate costs caused Habitat for Humanity to scale back the number of houses it was building last year, billionaire philanthropist MacKenzie Scott came to the rescue with a $439 million donation, enabling the nonprofit to ratchet construction projects back up. The... Read More

Events

19 May Alera Engage:
May
@ 1:00 pm CDT
Tune into the second webinar of our quarterly compliance series to stay informed of legislative changes impacting your organization and have an opportunity to ask questions of our experts. Review... More Info
7 Jun
2022 Employee
Wellbeing Fair
@ 10:00 am CDT
We're excited to host our third annual Employee Wellbeing Fair to help employees and employers across the nation engage... More Info
16 Jun
Alera Engage:
July
@ 1:00 pm CDT
During this informative webinar, our data analytics experts provide insights and examples into how Alera Group can help you... More Info
21 Jul
Alera Engage:
June
@ 1:00 pm CDT
Join us for news and analysis on what’s hot and trending in employee benefits as we hit the mid-year milestone in... More Info

Contact Us

Alera Group

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