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 Acquires Muench Financial, Inc.

Jan 23, 2020
Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, today announced that it has acquired Muench Financial, Inc., effective December 31, 2019. Muench Financial, located in Seattle, Washington, works with small and medium-sized... Read More

Congress Repeals Unrelated Business Income Tax for Tax-Exempt Entities Offering Qualified Transportation Fringe Benefits

Jan 15, 2020
As part of the Further Consolidated Appropriations Act, 2020 (the “Act”), Congress repealed Section 512(a)(7) of the Internal Revenue Code of 1986 (the “Code”). This Code section was added as part of the Tax Cuts and Jobs Act of 2017 (the “TCJA”) and resulted in... Read More

Alera Group Acquires AMCORP, Inc.

Jan 14, 2020
Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, today announced that it has acquired AMCORP, effective December 31, 2019. AMCORP, located in San Antonio, Texas, was founded in 1981. The firm provides benefits consulting and... Read More


How To Make Safety Education Fun and Effective

Jan 27, 2020
It’s often a challenge to capture the attention of employees when the subject is safety. It’s not exactly the most inherently interesting subject matter. That’s why many employers have started using several new strategies. Virtual Reality Some of them, like virtual... Read More

Basic Steps to Avoid Discrimination in the Workplace

Jan 27, 2020
Workplace discrimination takes many forms, but sound policies and procedures can reduce the occurrences. The U.S. Equal Employment Opportunity Commission (EEOC) reported that in 2018 it resolved 90,558 charges of workplace discrimination and collected $505 million for victims. Retaliation was... Read More

Rules and Exceptions When Providing Benefits to Same Sex Couples

Jan 13, 2020
Employers who offer benefits to spouses must also offer them to same-sex couples though there are exceptions. The U.S. Supreme Court ruled in 2015 that the rights of same-sex couples are protected under the due process and equal protection clauses of the Fourteenth Amendment to the U.S.... Read More


5 Feb Building an HR
Systems Strategy
@ 11:00 am CST
Employers already have a benefits strategy – but the vast majority do not have an HR technology systems strategy. In this webinar, Benefit Technology Resources will review what an HR Systems... More Info
11 Feb
Compliance Update
@ 1:00 pm CST
Join Stacy Barrow (MBWL) and Danielle Capilla (Alera Group) for a quarterly compliance recap! You won't want to miss these... More Info
12 Feb
HIPAA Privacy
& Security Overview
@ 11:00 am CST
This webinar should be attended by employers with self-insured plans or those with fully insured plans that create, maintain, or... More Info
26 Feb
Procedures and Costs
@ 11:00 am CST
In this webinar Bruce Campbell M.D. provides an overview of the commonest Musculoskeletal conditions, including medical and... More Info

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Alera Group

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