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

2025 Healthcare and Employee Benefits Benchmarking Report: How Does Your Benefits Program Stack Up?

In this session, our experts will dive into the results of our annual, market-leading benchmarking survey.

June 26, 2025 at 01:00 pm CT | Virtual

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

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Thought leadership

Insights

Wealth Services

Weekly Market Update

Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report.

May 5, 2025

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Employee Benefits

IRS Releases 2026 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits

In Rev. Proc. 2025-19, the IRS released the inflation adjusted amounts for 2026 relevant to Health Savings Accounts (HSAs) and high-deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.

May 5, 2025

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Property and Casualty

Severe Weather Is Getting Worse. Is Your Business Interruption Insurance Keeping Up?

The increasing frequency and severity of weather- and climate-related events such as catastrophic storms, floods and wildfires make business continuity planning more important than ever. Part of your plan should include reviewing your organization's Business Interruption Insurance coverage.

May 5, 2025

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Employee Benefits

A Challenge for Mental Health Awareness Month: Make It Enjoyable

Achieving and maintaining wellbeing takes work, but that doesn’t mean it can’t be enjoyable and even fun. May is Mental Health Awareness Month, and with that comes Alera Group’s annual Mental Health Awareness Toolkit, this year featuring something we believe employers and their entire organizations will really enjoy: the 31-Day Challenge for Positive Wellbeing.

April 29, 2025

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Wealth Services

Weekly Market Update

Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks.

April 28, 2025

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