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.

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

Q1 2025 Quarterly Compliance Webinar

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

February 25, 2025 at 01:00 pm CT | Virtual

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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

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Employee Benefits

HIPAA Privacy and Security Overview

Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules. During this webinar, we will 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

Retirement Plan Services

Why Workers Leave Matching Dollars on the Table

Many employees unknowingly leave free retirement dollars on the table due to psychological biases like present bias, loss aversion, and decision paralysis. Understanding these barriers can help plan sponsors implement strategies that encourage higher contributions and ensure employees maximize their employer match.

February 11, 2025

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Employee Benefits

Reminder: RxDC Reporting Due June 1

With the 2024 reference year RxDC reporting deadline approaching in June, plan sponsors should refamiliarize themselves with the reporting requirements. The 2024 reference year RxDC Reporting Instructions have been released, though there were no changes to the reporting requirements or data elements from last year.

February 10, 2025

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Weekly Market Update

Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets.

February 10, 2025

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Retirement Plan Services

Report Highlights Risks and Oversight Challenges of Crypto in 401(k)s

A new report highlights the risks and oversight challenges of including cryptocurrency in 401(k) plans, citing high volatility, regulatory uncertainty, and cybersecurity threats. With federal agencies urging extreme caution, plan sponsors must carefully evaluate their fiduciary responsibilities and stay informed on evolving regulations.

February 6, 2025

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Retirement Plan Services

PBGC Updates Premium Deadlines for 2025 and Beyond

Plan sponsors should prepare for an earlier premium payment deadline in 2025 due to changes from the Bipartisan Budget Act of 2015. While efforts to repeal the rule continue, the Pension Benefit Guaranty Corporation urges sponsors to adjust their filing processes and stay informed on potential regulatory updates.

February 3, 2025

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