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

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.

October 23, 2024 at 11:00 am CT | Virtual

Employee Benefits

When Captive Insurance Makes Sense

In this session, our experts will talk about how captives work, the advantages and disadvantages and what you need to know to determine whether they make sense for your organization.

November 21, 2024 at 01:00 pm CT | Virtual

Employee Benefits

Q4 Compliance Update

Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

December 3, 2024 at 01:00 pm CT | Virtual

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Thought leadership

Insights

Wealth Services

Weekly Market Update

Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East.

October 15, 2024

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Retirement Plan Services

IRS Issues Guidance on Student Loan Matching

Thirty percent of adults in the U.S. report having received a student loan to further their education. According to the Federal Reserve, the median student loan debt for those with outstanding balances in 2023 ranged between $20,000 and $25,000. To help ease this financial burden, employers are increasingly offering a match toward student loan repayments as an employee benefit to help alleviate the financial strain. This trend also highlights the increasing focus on addressing student debt within the framework of overall financial wellness initiatives.

October 14, 2024

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Retirement Plan Services

Helping Employees Avoid Retirement Healthcare Sticker Shock

Housing? Check. Life insurance? Check. Dining out? Check. For most retirees, these types of line items are fairly predictable and factored into their monthly budget. But when it comes to healthcare, the situation can change dramatically. These expenses are often unpredictable and underestimated — and this wild card can disrupt an otherwise carefully planned retirement, leaving many seniors vulnerable.

October 8, 2024

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Property and Casualty

5 P&C Insurance Tips for Public Sector Entities

Public sector entities — including counties, cities, town villages, local law enforcement and special service districts — offer vital services to our communities. They also face growing challenges, some from the constituencies they serve, as they navigate heightened public scrutiny, shrinking budgets and inflation. In this challenging environment, having a comprehensive property and casualty (P&C) insurance program, supported by a strong risk management strategy, is more crucial than ever.

October 8, 2024

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Wealth Services

Monthly Market and Economic Update - September 2024

Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

October 7, 2024

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