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.
Find out more
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.
Find out more
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.
Find out more
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.
Find out more
Corporate News
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.
Read More
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.
Read More
Alera Group Appoints Talicia Bashford as Managing Director of the Midwest Region
Deerfield, IL (March 11, 2025) — Alera Group, a top national insurance and financial services firm, today announced that Talicia Bashford has been appointed as Managing Director of the Midwest region, effective immediately.
Read More
Events and Webinars
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
Sign Up
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
Sign Up