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

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

Employee Benefits

HIPAA Privacy and Security Overview

Join our compliance experts for an overview of HIPAA’s Privacy and Security Rule. 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

Employee Benefits

Balancing Cost and Care: Could a Captive solution be the right fit for you?

In this session, our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.

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

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Thought leadership

Insights

Retirement Plan Services

Supporting Gen X on the Path to Retirement

Many Gen Xers are balancing financial demands from both parents and children while trying to boost their retirement savings. With rising costs and market uncertainty, the right planning strategies can help make the most of their remaining earning years.

March 12, 2025

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Wealth Services

Weekly Market Update

Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation.

March 10, 2025

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Wealth Services

How Women Can Prepare For Retirement

Retirement looks much different today than it did for past generations. With women living longer than ever, retirement could last 20, 30, or even 40 years. The Social Security Administration estimates that today’s average 67-year-old woman may live until age 88, while the Society of Actuaries suggests nearly half of women who reach 65 have a good chance of living past 90. Given these projections, planning for long-term financial security is essential.

March 6, 2025

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Employee Benefits

Getting the Most From Your Voluntary Benefit Offerings

Join Alera Group on Thursday, March 20, as we present the next in our Engage series of webinars, "Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce."

March 6, 2025

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Retirement Plan Services

Amazon Accused of Mismanaging 401(k) Forfeiture Funds

Amazon is facing a class-action lawsuit over allegations of mismanaging millions in forfeited 401(k) funds, potentially benefiting the company at employees' expense. As similar lawsuits target major corporations, the outcome could impact how retirement plans are managed industry wide.

March 5, 2025

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