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 Management

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

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Recent Updates From Alera Group


Legal Alert: Requiring, Incentivizing or Asking About Employees’ COVID-19 Vaccine Status

Jun 09, 2021
As the United States continues to fight against the spread of COVID-19, vaccinations of the most high-risk Americans have begun. To date, there are three vaccines, one from Moderna, one from Pfizer, and one from Johnson & Johnson, that are available on a limited basis, with distribution being... Read More

Alera Group Cohort Achieves Cornell D&I Certificate

Jun 08, 2021
Alera Group, a top independent, national insurance and wealth management firm, today announced a cohort of six employees achieved the Diversity & Inclusion training and certification through Cornell University’s Diversity & Inclusion virtual program. This initiative was sponsored... Read More

IRS Provides Additional Guidance on COVID-19-Related DCAP Relief

Jun 07, 2021
On May 10, 2021, the IRS released Notice 2021-26, which provides additional guidance on relief authorized under in the Consolidated Appropriations Act , 2021 (CAA), the American Rescue Plan Act (ARPA), and previous IRS guidance issued in Notice 2021-15.  Specifically, IRS Notice 2021-26... Read More


Wellbeing Resources: Combatting Burnout, Summer Reads and More

Jun 07, 2021
I hope you had a wonderful weekend. Based on feedback from our readers, we'll be pivoting from a weekly to an every other week cadence for our wellbeing resource blogs. We hope that these articles continue to help leaders across the country equip their employees with powerful, and holistic,... Read More

Trucking Insurance: Information Paving a Way Out of Hard Market

Jun 02, 2021
After years of bad news about insurance for the trucking industry, insurers and truckers alike may have reason to feel bullish about the remainder of 2021. The source of optimism can be summed up in one word: information. Nuclear verdicts in liability lawsuits – the No. 1 cause of the hard... Read More

No Single Solution for Post-Pandemic Return to Workplace

May 28, 2021
For employees who have been working from home since the start of the COVID-19 pandemic, the reopening of workplaces may mean it’s time to return — but return to what, exactly?  “Return to work?” As anyone who’s been putting in more... Read More


22 Jun Workplace Violence
Prevention & D&I Culture
@ 12:00 pm CDT
Strong and robust workplace dynamics policies and processes are often placed secondary to employers’ bottom line. But where this way of operation was once accepted, employers’ priorities... More Info
14 Jul
Workplace Wellness
Programs & Compliance
@ 11:00 am CDT
During this informative webinar Stacy H. Barrow, Esq., BAN’s Director of Compliance, provides an overview of the legal and... More Info
15 Jul
Absence Management,
PTO and PFL Goals
@ 1:00 pm CDT
In today’s work environment, it’s more important than ever to have clear and current absence management policies and... More Info
28 Jul
Essence Marketing
A Strategic Roadmap
@ 11:00 am CDT
Times have changed… has your business strategy evolved along with it? Join this webinar on July 28 to learn how to build... More Info

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Alera Group

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