Our Areas of Expertise
Employee Benefits
Capabilities include cost containment and plan design, benefits administration, compliance, employee communication, benefits technology and vendor management.
Property & Casualty
Capabilities include property and casualty insurance, corporate and individual risk management, environmental liability expertise and M&A services.
Wealth Management
Capabilities include financial planning, retirement planning, investment advice, personal insurance, estate planning and brokerage services.
Recent Updates From Alera Group
News
Alera Group Expands in California with Newest Acquisition, The Brokerage Commercial Insurance Services, Inc.
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of The Brokerage Commercial Insurance Services, Inc., a leading commercial insurance brokerage firm specializing in general liability, property, commercial automobile and workers... Read More
Legal Alert: September Deadlines for COBRA and 5500 Reporting
September 2021 is a busy month for compliance. Plan sponsors have obligations to meet this month, but we will focus on two in this quick alert.
COBRA Subsidy Expiration Notice and Summary Annual Report
Due September 15, 2021
The COBRA subsidy expiration notice must be distributed no... Read More
Alera Group Acquires Fendley Benefits
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of Fendley Benefits, an employee benefits firm that focuses on cost management, compliance, HR support, technology and employee advocacy.
“Fendley Benefits is a boutique... Read More
Insights
Wellbeing Resources: Everything You Need to Know About Our Wellbeing Fair
We welcome you and your employees to join us for our 2021 Virtual Wellbeing Fair on September 22nd and 23rd! Attendees can join any or all sessions during this two-day event which includes daily fitness and mindfulness breaks as well as a wide variety of expert-led seminars covering all aspects of... Read More
Strengthening Diversity Will Strengthen the Financial Services Industry
As a woman executive in the financial services industry, I’m a rare breed. While I was finding my path, there were few successful women to emulate. And now, over 25 years into my career, that’s still the case. Although there’s been some progress, women account for only 22% of... Read More
Craft Beverage Makers Require a Finely Crafted Insurance Program
When you work closely with decision-makers in the craft beverage industry, two conclusions become readily apparent:
They’re driven by passion – not only for their products, but for the people they work with and serve;
They care deeply... Read More
Events
21
Sep
Q3 Compliance
Recap
Q3 ComplianceRecap
Please join us for a webinar on the No Surprises Act interim final rule and the latest employee benefits news. During this session we’ll cover the new rule’s impact on group health... More Info
22
Sep
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Virtual Employee
Wellbeing Fair
Wellbeing Fair
Our annual wellbeing fair is designed to help employees and their employers learn more about holistic health. During this fair,... More Info
22
Sep
HDHPs, HSAs,
FSAs and HRAs
FSAs and HRAs
Join BAN's Director of Compliance, Stacy H. Barrow, Esq. for an informative webinar on Consumer Directed Healthcare and... More Info
21
Oct
Strategizing with
Cost Estimator Tools
Cost Estimator Tools
When it comes to strategic planning, it can be difficult to predict what lies ahead. Alera’s consulting and finance teams... More Info
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