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

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

Employee Benefits

Q2 2025 Quarterly Compliance Webinar

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

May 6, 2025 at 01:00 pm CT | Virtual

Employee Benefits

2025 Healthcare and Employee Benefits Benchmarking Report: How Does Your Benefits Program Stack Up?

In this session, our experts will dive into the results of our annual, market-leading benchmarking survey.

June 26, 2025 at 01:00 pm CT | Virtual

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Thought leadership

Insights

Wealth Services

Weekly Market Update

U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in.

April 21, 2025

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Employee Benefits

Deadline for San Francisco Health Care Security Ordinance is approaching

The annual San Francisco Health Care Security Ordinance (SF HCSO) reporting by employers that have employees who work in the City of or County of San Francisco is due by May 2, 2025. Employers should be aware of the upcoming deadline even if they are not located in San Francisco.

The SF HCSO requires large and medium-sized employers to provide covered employees with benefits equal to or greater than the expenditure rate. Covered employees are those who have been employed for more than 90 days and who regularly work at least eight hours per week within the City of and County of San Francisco.

April 14, 2025

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Property and Casualty

International Roadcheck Is May 13-15. Is Your Commercial Transportation Fleet Ready?

For 72 hours next month, commercial motor vehicles and drivers throughout North America will be subject to what the Commercial Vehicle Safety Alliance (CVSA) calls a “high-visibility, high-volume” inspection and regulatory compliance enforcement initiative.

The annual event, known as the International Roadcheck, will take place at weigh and inspection stations, temporary sites and locations selected by mobile patrols from May 13-15 in the United States, Canada and Mexico.

April 14, 2025

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Wealth Services

Weekly Market Update

Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation.

April 14, 2025

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Wealth Services

Monthly Market and Economic Update - March 2025

Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

April 10, 2025

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