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


Alera Group Expands Pennsylvania Footprint with Bell Insurance, Inc.

May 13, 2021
Alera Group, a top independent, national insurance and wealth management firm, today announced the acquisition of Bell Insurance, Inc., a full-service independent insurance agency servicing more than 7,000 individuals and families as well as more than 1,500 businesses. With five offices in... Read More

Legal Alert: Plan Design and Considerations Based on Section 1557 of the ACA and the Civil Rights Act of 1964

May 12, 2021
This alert was last updated on May 12, 2021.  Dowload this alert. Employers that sponsor group health plans have many regulations to consider in their plan design choices, including nondiscrimination regulations. One of the newest sources of nondiscrimination rules is Section 1557 of the... Read More

Legal Alert: Nonquantitative Treatment Limits (NQTL) Testing Now Required

May 12, 2021
This alert was last updated on May 12, 2021.  Download this alert. All group health plan sponsors of both fully-insured and self-funded plans must consider the requirements of the Mental Health Parity and Addiction Equity Act and the Patient Protection and Affordable Care Act (ACA). The... Read More


What to Do About Job Burnout

May 14, 2021
As many Americans are all too aware, job-related burnout was a relevant issue before the onset of COVID-19. A recent Google search of the word “burnout” instantly produced 80.8 million results, many dating to before the pandemic. The term “job burnout?” That... Read More

Trade Credit Insurance: Key Component of Growth Strategy

May 12, 2021
In the realm of Property and Casualty, Trade Credit Insurance is a bit of a different animal.   Most Property and Casualty (P&C) coverage is reactive; a business or individual incurs a loss covered by a policy and then files a claim to be made whole. Trade... Read More

Wellbeing Resources: Leading Through Change, Time Management and More

May 10, 2021
When it comes to wellbeing, employers often find themselves challenged by how to approach a shift from a traditional wellness model to a comprehensive and holistic program that supports the whole person. Below you'll find this week’s curated list of wellbeing resources. Feel free to... Read More


20 May Strengthen Your Benefits
with Voluntary Benefits
@ 1:00 pm CDT
Implementing benefits technology requires an initial investment in time and money, but the right solution can have a significant impact on your operations and your bottom line. Find out how you can... More Info
26 May
Affordable Care Act:
What's New?
@ 11:00 am CDT
In this informative webinar Stacy H. Barrow, Esq., BAN’s Director of Compliance, discusses the current state of the... More Info
15 Jun
Q2 Compliance
@ 2:00 pm CDT
Get the latest update from the world of compliance with our national Alera Group compliance experts to make sure your company is... More Info
17 Jun
Employee Engagement &
Strategic Communication
@ 1:00 pm CDT
Our pharmacy experts will provide insights into how you can analyze your firm’s prescription drug spending to identify... More Info

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Alera Group

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