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

Navigating Medicare

Join us for a free educational webinar - Navigating Medicare.

March 12, 2025 at 12:00 pm CT | Virtual

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

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Thought leadership

Insights

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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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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Retirement Plan Services

Enhancing Retirement Opportunities for Part-Time Employees

Part-time employees now have greater access to employer-sponsored retirement plans, but their financial challenges often differ from those of full-time workers. Learn how tailored support, flexible education, and strategic plan design can help them save for the future.

March 5, 2025

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Employee Benefits

Building Connections To Support Employee Mental Health

Mental Health Awareness Month begins in May, but to emphasize mental wellbeing as a year-round priority, Alera Group is getting an early start on distributing our new Mental Health Awareness Toolkit. Designed and refined by our Wellbeing team, the Toolkit is an employer resource to help you and your employees adopt healthy activities, build social connections and erode stigmas that have long hampered discussion of mental health.

March 4, 2025

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