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

Employee Benefits

Dynamic Data: Strategies for Success

Join us for this session, as our experts will share how to utilize your organization’s data to create advanced and innovative strategies for success.

July 17, 2025 at 01:00 pm CT | Virtual

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.

July 23, 2025 at 12:00 pm CT | Virtual

Medicare Educational Meeting

Join Deanna from Alera Group (JA Counter) for an educational event designed to help you understand your Medicare options

July 29, 2025 at 04:00 pm CT | New Richmond WI

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Thought leadership

Insights

Employee Benefits

Legal Alert: Employee Benefits Provisions in the One Big Beautiful Bill Act

On July 3, 2025, Congress passed a reconciliation bill (the “Reconciliation Act”) previously named the One Big Beautiful Bill Act, but subsequently redesignated “An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14.”

July 8, 2025

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Wealth Services

Monthly Market and Economic Update - June 2025

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

July 7, 2025

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Wealth Services

Weekly Market Update

Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week.

July 7, 2025

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Wealth Services

Weekly Market Update

Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way.

June 30, 2025

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Weekly Market Update

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors.

June 23, 2025

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