Making a Difference

Our core purpose: to make a difference. We strive to be the company most known for contributing to the success of others.

PRODUCTS & SERVICES

Our Areas of Expertise

Retirement Plan Services

With billions of assets under advisory, we service a wide variety of plans including 401(k), profit sharing, defined benefit, cash balance, 403(b), 457, PEP and deferred compensation. We work with plan sponsors on plan design, employee education, investment analysis, benchmarking and fiduciary plan governance.

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Medicare Coverage

Licensed insurance agents are available to educate and help employers and individuals with their Medicare and individual health plan options. It can be confusing to determine which plan is right for each individual.

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Individual Coverage

At Alera Group, our priority is to offer our clients the very best options when it comes to health insurance.  Whether you are an individual, sole proprietor or entrepreneur, we are here with broad programs that are custom-designed to meet your needs.

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Wealth Services

Alera Group's wealth management practice focuses on an integrated approach to managing client wealth through financial planning, estate planning and investment management. 

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Corporate News

Alera Group’s 2025 Healthcare and Employee Benefits Benchmarking Report: Employers Face Ongoing Cost Pressures, Shift Plan Design and Funding Strategies

Sixth annual report reveals growth in level-funding, supplemental benefits, and pharmacy cost controls

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Alera Group Releases 2025 Mental Health Awareness Toolkit to Support Employee Wellbeing and Connection

To mark the start of Mental Health Awareness Month, Alera Group, a top national insurance and financial services firm, has published its 2025 Mental Health Awareness Toolkit.

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Alera Group Expands Private Equity Expertise with Full Integration of Risk Consulting Partners

Announcing the official completion of the integration and rebranding of Risk Consulting Partners (RCP), now operating solely under the Alera Group brand.

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Events and Webinars

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Employee Benefits

Financial Wellbeing in a Time of Uncertainty

How to Find Stability and Confidence When the World Feels Unpredictable

June 30, 2025 at 09:00 am CT | Virtual

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Employee Benefits

Q3 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.

September 9, 2025 at 01:00 pm CT | Virtual

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Employee Benefits

Q4 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.

November 4, 2025 at 01:00 pm CT | Virtual

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