Retirement Plan Services
Alera Group Appoints Holly Knight to Lead Retirement Plan Services Through Strategic Evolution
August 6, 2025

DEERFIELD, IL (August 6, 2025) – Alera Group, a leading independent national insurance and wealth services firm, today announced the appointment of Holly Knight as Interim Leader of its Retirement Plan Services division. In this role, Knight will guide the business and its national advisor network through a transformative period of strategic planning, innovation, and operational alignment.
Knight’s leadership reflects a shift toward a model of deliberate, interconnected growth – where every part of the organization moves with shared purpose. She has been instrumental in modernizing the retirement services platform, replacing legacy silos with scalable infrastructure and advisor-focused innovation. Her work has unlocked new pathways for cross-functional collaboration, enabling teams to surface insights, share opportunities and deliver more connected client solutions across the firm. By integrating advanced technology with purpose-driven leadership, Knight is redefining what retirement services can be: agile, intelligent and deeply connected to the people it serves.
“I’m energized to step into this role at such a pivotal moment in our industry,” said Knight. “This is about more than maintaining momentum—it’s about designing a retirement services platform that equips our advisors to lead with confidence and delivers real value to the clients we serve. Together, we’re shaping a model that redefines the standard, deepens impact and scales with intention.”
In close partnership with Alera Group’s leadership, Knight will lead the development of a long-term strategic roadmap for the Retirement Plan Services division—ensuring it is fully aligned with the firm’s broader goals for growth, innovation and advisor empowerment.
“Holly’s ability to connect strategic vision with operational execution—and to bring people along with her in that process—is exactly what this moment calls for,” said Rob Lieblein, Chief Development Officer and Head of Financial Services at Alera Group. “Her leadership is key to our strategy, and we have full confidence in her ability to lead the division forward.”
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About Alera Group
Alera Group is an independent financial services firm with $1.5 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,500 colleagues offer unique solutions,