Helping Progressive Organizations

Comprehensive Employer Services

 March 1st, Wilson Albers will complete the process 
of integrating with Alera Group.

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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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Employee Benefits

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.

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Wealth Services

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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Property and Casualty

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.

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Retirement Plan Services

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.

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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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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.

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EXPERT EDUCATION

Events and Webinars

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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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THOUGHT LEADERSHIP

Corporate Insights

Employee Benefits

​​​​​Reminder: PCORI Fees Due By July 31, 2025

Employers that sponsor self-insured group health plans, including health reimbursement arrangements (HRAs) should keep in mind the upcoming July 31, 2025 deadline for paying fees that fund the Patient-Centered Outcomes Research Institute (PCORI) via Form 720, which was recently updated and released by the IRS.

June 3, 2025

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Employee Benefits

Benefits Captives: Your Business and What Your Competitors Are Doing

In one form or another, Captive Insurance has existed as a risk management solution for many decades — originally for property and casualty coverage and primarily for large employers. But its viability as a solution for employee benefits and for midsized businesses has increased dramatically in recent years, fueled by volatility in the insurance market in general and by the skyrocketing cost of health insurance in particular.

May 29, 2025

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Employee Benefits

Agencies Push Pause Button on Enforcement of MHPAEA 2024 Final Rule

On May 15, 2025, the Department of Labor, Department of Health and Human Services, and the Treasury Department (collectively, the “Agencies”) released a statement regarding the Agencies’ recent request for abeyance of a lawsuit filed by the ERISA Industry Committee (“ERIC”) in the U.S. District Court for the District of Columbia that challenged certain aspects of Mental Health Parity and Addiction Equity Act (MHPAEA) Final Rule (“2024 Final Rule”) relating to nonquantitative treatment limitation comparative analyses (“NQTL analyses”).

May 16, 2025

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Investment 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.