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

Employee Benefits

How Voluntary Benefits Inspire Employee Loyalty

Presenters will show you how to use these benefits to meet the needs of both your business and employees, driving retention and saving money. 

March 21, 2024 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.

April 2, 2024 at 01:00 pm CT | Virtual

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Employee Benefits

Finding, Using and Transitioning Out of a PEO

Your company is small, and limited resources make it difficult to manage a robust benefits program. Time to explore outside support from a professional employer organization (PEO). But where to begin?

April 18, 2024 at 01:00 pm CT | Virtual

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Thought leadership

Insights

Wealth Services

Weekly Market Update

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors.

March 18, 2024

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Retirement Plan Services

Seven Tips to Help You Prepare for Retirement

Start building your retirement strategy today with these tips. From setting clear objectives to understanding Social Security benefits and healthcare options, this guide helps you navigate the path towards a fulfilling retirement.

March 14, 2024

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Retirement Plan Services

Helping Young Americans Save for Retirement Act

Explore the proposed Helping Young Americans Save for Retirement Act, allowing employees as young as 18 to contribute to 401(k) plans. Learn about key restrictions and considerations, including exemptions for part-time workers and nondiscrimination testing. Discover how this bill could shape future retirement policy legislation.

March 14, 2024

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Retirement Plan Services

The Graying of the American Workforce

Explore how the influx of retirement-age Americans presents an opportunity for organizations. Learn how to tap into the experience of older workers to boost productivity, preserve corporate culture, and enhance job satisfaction. Discover strategies for adapting rewards and benefits to support the evolving needs of senior employees.

March 14, 2024

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Retirement Plan Services

Avoiding Social Media Pitfalls in Retirement Planning

Navigate the pitfalls of social media finance advice with actionable strategies. From short-form content to myth-busting, fortify your employee wellness initiatives for informed financial decision-making.

March 14, 2024

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Ready to work with us?