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

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 09:00 am CT |

Employee Benefits

Supporting Women’s Health Month: Trending Employee Benefits

In this session, we’ll talk about how employers are helping female employees and dependents be their best through every phase of life: From fertility, maternal care and parenting to peri/menopause, caregiving and mental health.

May 16, 2024 at 01:00 pm CT | Virtual

Employee Benefits

Q2 Compliance Update

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

June 4, 2024 at 01:00 pm CT | Virtual

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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

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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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 16, 2024

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Wealth Services

Weekly Market Update

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions.

April 15, 2024

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