Meet Our Team

    Nita Ponnaganti

    Vice President of Operations, South Central Region
    Nita Ponnaganti

    Vice President of Operations, South Central Region

    Greg Donovan

    Regional Finance Lead, South Central Region
    Greg Donovan

    Regional Finance Lead, South Central Region

    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

    Sign Up
    State of the Markets

    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

    Sign Up
    Webinar Graphic - Alera Engage

    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

    Sign Up
    Webinar graphic - Alera Engage

    THOUGHT LEADERSHIP

    Insights

    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

    Find out more

    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

    Find out more

    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

    Find out more

    Employee Benefits

    Webinar: Meeting the Needs of an Aging Workforce

    Why is recognizing and addressing the priorities of older workers an imperative? Because, as Bain’s analysis of U.S. Bureau of Labor Statistics data determined, workers 55 and older will exceed a quarter of the workforce among G7 nations, including the United States, by 2031. Older workers typically have different priorities and needs compared to their younger colleagues, as Alera Group will examine and discuss on October 17 during the next event in our Engage series of employee benefits webinars, “Meeting the Needs of an Aging Workforce.”

    October 3, 2024

    Find out more