About

Alera Group is an independent national employee benefits, insurance and financial services firm created through the merger of like-minded, high-performing entrepreneurial firms across the United States. Our clients benefit from the experience and collaboration of professionals based in over 70 offices across the country that is delivered through the commitment of locally based service teams.

In the Philadelphia area, we have brought together six outstanding firms as Alera Group Philadelphia: This includes Pentra, HealthFirst, Somerset Capital, Vantage Point, Perspective Financial Group and HR inTune. Every owner of each firm remains an equity partner in Alera Group. Our mission is to enhance our clients’ experience in tangible and measurable ways by building on the foundation of each firm. We strive to deliver the best possible outcomes—positively impacting our employees, clients, communities and the lives of people we serve.

There is a level of excitement at Alera that our clients experience through daily interactions with our team. We care about our people, our clients, our client relationships and making a difference.

Legacy Name
Pentra, HealthFirst, Somerset, VantagePoint, Perspective Financial Group, and HR inTune

Our Expertise

Design

We approach plan design with an experience-based, deep understanding of how plan structure impacts utilization, employee engagement, desired clinical outcomes and cost. Alera Group believes that design is the foundation of every benefit plan.

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Funding

When it comes to funding your employee benefit program, we negotiate premiums, fees and expenses with insurers and vendors as if it were our own money. Our internal motto is: “If you would not be willing to pay for it yourself, then don’t recommend it to a client.” We help establish a comprehensive budget for our clients and then present creative approaches to minimize expense such as alternative risk arrangements and employee cost sharing approaches.

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Administration

Administration impacts the employee experience, cost and compliance. While it typically represents a relatively small portion of the benefit budget, it should be considered an integral part of overall delivery. Effective administration rarely receives compliments. However, when an error occurs, such as employee having their coverage denied, or if there is a breach of data privacy or a compliance failure, administration is often to blame.

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Communication

Benefit plan costs often represent the second largest employee expense after direct compensation. When making such a substantial investment, helping employees and their families understand, utilize and appreciate the programs is essential.

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Compliance

Our wealth management practice brings an integrated approach to managing your wealth through financial planning, estate planning and investment management. When it comes to personal finances, you and your family have both immediate needs and dreams for the future. You have worked hard to build your wealth. Now the challenge is to make it work for you so that you can accomplish goals such as retiring on your timeline, sending children/grandchildren to college, anticipating long term care, or protecting your family over multiple generations.

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Wealth Management

Our wealth management practice focuses on an integrated approach to managing your wealth through financial planning, estate planning and investment management. When it comes to personal finances, you and your family have both immediate needs and dreams for the future. You have worked hard to build your wealth. Now the challenge is to make it work for you so that you can accomplish goals such as retiring on your timeline, sending children/grandchildren to college, anticipating long term care, or protecting your family over multiple generations.

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Community Giving

Manna

Jan 09, 2020
Manna uses nutrition to improve health for people with serious illnesses who need nourishment to heal. By providing medically tailored meals and nutrition education, we empower people to improve their health and quality of life.
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Alfred I. du Pont Hospital / Nemours Foundation

Jan 09, 2020
A gift of toys, games, books, or crafts can do wonders to brighten a child’s life while they are in the hospital or clinic waiting room. The Child Life programs at Nemours offer activities designed to help children cope with their hospital stay. Child Life specialists in the hospitals are trained to work with children who have serious illness or are recovering from surgery — often
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Eluna Network

Jan 09, 2020
The mission of Eluna is to support children and families impacted by grief or addiction. Their innovative resources and programs address the critical needs of children experiencing powerful, overwhelming and often confusing emotions associated with the death of someone close to them or substance abuse in their family. No child should have to face these struggles alone, and our unique pro
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