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

Collaborative Conversations: Paid Leave Oregon: The Good, The Bad, and the Ugly

Join us for a dynamic conversation about Paid Leave Oregon – The Good, The Bad, and The Ugly, featuring Laurie Grenya, President of HR Answers, Inc.

In this conversation, tailored specifically for HR professionals, insurance experts, and business owners, Laurie will delve into the multifaceted world of paid leave policies in Oregon. Gain valuable insights into the diverse experiences encountered by organizations, ranging from success stories to inevitable challenges.

April 24, 2024 at 08:30 am PT | 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 24, 2024 at 11:00 am CT | Virtual

Property and Casualty

2024 P&C Symposium

Join us as we bring together top experts to cover key risk management topics, summarize economic and personal risk market conditions and hear recommendations for strategically engaging with carrier partners.

May 1, 2024 at 08:30 am CT | Deerfield IL

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Thought leadership

Insights

Property and Casualty

Navigating the Medical Malpractice Insurance Cycle

The rising trend of high-profile medical malpractice cases with significant monetary awards underscores the need for physicians and others in the medical industry to protect themselves with Medical Malpractice Liability Insurance.

April 23, 2024

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Wealth Services

Weekly Market Update

Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict.

April 22, 2024

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Retirement Plan Services

The Resurgence of the Automatic IRA Act

A new bill, the Automatic IRA Act of 2024, has been introduced aiming to automatically enroll workers in retirement plans for companies with over ten employees, offering potential tax credits for small businesses. This proposal expands the private pension system, providing exemptions for some employers, and includes details on contributions, lifetime income, investments, and credits.

April 18, 2024

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Retirement Plan Services

Beyond Compliance: Make Every Comm Count

Effective retirement plan communications go beyond regulations, engaging and empowering participants to take control of their financial future. By breaking down information, using storytelling, personalizing messages, and timing them strategically, employers can help foster informed decision-making and foster greater participant engagement.

April 18, 2024

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Retirement Plan Services

Help Participants Avoid These TDF Missteps

Target date funds (TDFs) have surged in popularity, reaching record assets of $3.5 trillion in 2023, with mutual funds slightly ahead of collective investment trusts. While TDFs offer advantages like simplified investing and automatic rebalancing, participants should understand potential pitfalls like mixing funds and changing risk preferences to maximize their benefits and avoid common missteps.

April 18, 2024

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