Our Areas of Expertise

Employee Benefits

Capabilities include cost containment and plan design, benefits administration, compliance, employee communication, benefits technology and vendor management.

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Property & Casualty

Capabilities include property and casualty insurance, corporate and individual risk management, environmental liability expertise and M&A services.

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Wealth
Services

Capabilities include financial planning, retirement planning, investment advice, personal insurance, estate planning and brokerage services.

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Retirement Plan Services

Retirement Plan Services

Capabilities include services for a wide variety of plans through fiduciary services and consulting services.

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Recent Updates From Alera Group

News

Legal Alert: IRS Releases PCORI Fee For Plan Years Ending Before October 1, 2023

Nov 18, 2022
The IRS has released Notice 2022-59, which sets the applicable PCORI fee for plan years ending between October 1, 2022, and September 30, 2023, at $3.00 per covered life. As a reminder, the PCORI was established as part of the Affordable Care Act (ACA) to conduct research to evaluate the... Read More

Alera Group Acquires New Jersey-Based Property and Casualty Business

Nov 15, 2022
Alera Group, a national insurance and financial services firm, today announced the acquisition of a property and casualty insurance business from George Gravenstine. Gravenstine will join Alera Group through local office Heist Insurance Agency. With more than 35 years of commercial insurance... Read More

ELMC Rx Consulting Joins Alera Group in Latest Acquisition

Nov 10, 2022
Alera Group, a top independent national insurance and wealth services firm, today announced the acquisition of ELMC Rx Consulting from ELMC Rx Solutions, LLC.  ELMC Rx Consulting is a premier organization built to deliver innovative, high-performance pharmacy plans for employers. “At... Read More

Insights

Recipes for HR Compliance Success

Oct 20, 2022
Think of reporting your organization’s prescription drug spending as cooking a complex and elaborate dish. If you don’t follow the recipe — if you skip steps or leave out ingredients or don’t conform to the prescribed timing — the finished product won’t be served... Read More

Risk Preparedness, Disasters and the Insurance Claim Process

Oct 18, 2022
If we are to learn anything from recent catastrophic climate- and weather-related events, among the lessons should be this: Too many Americans are under-insured, ill-prepared for risk and in need of education on the insurance claim process.  According to the National Centers for... Read More

Personal Insurance for College Students

Sep 28, 2022
Now that college students are settled into housing and fully equipped with all their books and gear for the school year, they should ask themselves a question: Is all this stuff insured? Insurance for college students depends on a number of variables, including: Whether they’re living on... Read More

Events

11 Jan @ 11:00 am CST
Join Stacy Barrow, Esq. for an informative webinar answering common questions and discussing best practices, including ""limited non-assessment periods"". Participants will come away with an... More Info
8 Feb
@ 11:00 am CST
Stacy Barrow, Esq. will provide webinar attendees with an overview of HIPAA'S Privacy Rule, the types of entities subject to... More Info
22 Mar
@ 11:00 am CDT
David Konrad shares information on how employers form groups to engage stakeholders like a Fortune 500 company. David will... More Info
12 Apr
@ 11:00 am CDT
What agencies audit? Who do they audit? When and why? Where and how? What does the DOL Welfare Plan audit? Join Stacy Barrow,... More Info

Contact Us

Alera Group

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