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

Setting Your Strategy for the New Year: Alera Group's 2025 Employee Benefits Market Outlook

Our experts will highlight key results from Alera Group’s "2025 Employee Benefits Market Outlook" and explain how these trends can impact your benefits program this year.

January 16, 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.

January 22, 2025 at 12:00 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.

April 23, 2025 at 12:00 pm CT | Virtual

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Thought leadership

Insights

Retirement Plan Services

New 401k Rules: Balancing Access and Savings

When considering short-term funding options, participants are often advised to avoid tapping into their 401(k) accounts through loans or hardship withdrawals, as early withdrawals can impede long-term retirement savings.

December 10, 2024

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Wealth Services

Weekly Market Update

Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled.

December 9, 2024

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Retirement Plan Services

What Retirement Planning Isn’t

Americans believe they need nearly $1.5 million to retire comfortably, a number that has soared by more than 50% since 2020, according to Northwestern Mutual’s 2024 Planning & Progress Study.

December 5, 2024

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Retirement Plan Services

What the DOL’s AI Guidance Means for Plan Sponsors

Although much of the focus is on workers, the principles also have relevance for plan sponsors. As AI tools increasingly become more integral to retirement planning and financial education, it’s important to ensure these technologies are used transparently and responsibly to empower participants while mitigating risks associated with AI.

December 2, 2024

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Wealth Services

Weekly Market Update

Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies.

December 2, 2024

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