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.
Human Resources
Helping organizations and their people perform at their best through leading-edge HR strategies, solutions and services.
Planning for individuals, families, business owners, non-profits and foundations.
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.
Retirement Plans & Wealth 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.
Corporate News
P&C Market Update: U.S. Insurance Industry Shows Signs of Stabilization Amidst Varied Challenges
Deerfield, IL (September 10, 2024) — Alera Group’s 2024 Property and Casualty Market Update
reveals that the U.S. insurance market is beginning to stabilize, reflecting a shift from the previous period of volatility.
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Alera Group Acquires Advanced Capital Group
Alera Group, a top national insurance and financial services firm, announced today the acquisition of Minnesota-based Advanced Capital Group (ACG). The acquisition adds $24 billion in retirement plan and wealth assets.
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Alera Group Announces New Leadership: Jim Blue to Assume CEO Role, Alan Levitz Named Executive Chairman
Alera Group, a top national insurance and financial services firm, today announced that its president, Jim Blue, will become Chief Executive Officer, effective January 1, 2025. He will succeed Alan Levitz, who will become Alera Group’s Executive Chairman.
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THOUGHT LEADERSHIP
Corporate Insights
Property and Casualty
5 P&C Insurance Tips for Public Sector Entities
Public sector entities — including counties, cities, town villages, local law enforcement and special service districts — offer vital services to our communities. They also face growing challenges, some from the constituencies they serve, as they navigate heightened public scrutiny, shrinking budgets and inflation. In this challenging environment, having a comprehensive property and casualty (P&C) insurance program, supported by a strong risk management strategy, is more crucial than ever.
October 8, 2024
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Employee Benefits
Webinar: Meeting the Needs of an Aging Workforce
Why is recognizing and addressing the priorities of older workers an imperative? Because, as Bain’s analysis of U.S. Bureau of Labor Statistics data determined, workers 55 and older will exceed a quarter of the workforce among G7 nations, including the United States, by 2031. Older workers typically have different priorities and needs compared to their younger colleagues, as Alera Group will examine and discuss on October 17 during the next event in our Engage series of employee benefits webinars, “Meeting the Needs of an Aging Workforce.”
October 3, 2024
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Employee Benefits
Wellbeing Fair Sessions — When and Where You Like
Themed “Live for Tomorrow,” Alera Group's 2024 Employee Wellbeing Fair is now available online, where you can access all eight sessions, select which ones you want to view and watch them at your convenience.
October 2, 2024
Learn MoreInvestment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.