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 Management

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

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Recent Updates From Alera Group


Making a Charitable Contribution

May 29, 2020
There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating appreciated securities to... Read More

IRS Releases 2021 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits

May 28, 2020
In Rev. Proc. 2020-32, the IRS released the inflation adjusted amounts for 2020 relevant to HSAs and high deductible health plans (HDHPs).  The table below summarizes those adjustments and other applicable limits.   2021... Read More
legal alert

Carrier Premium Credits and ERISA Fiduciary Obligations

May 18, 2020
Due to COVID-19 and state and local stay-at-home orders, utilization of group medical and dental insurance benefits is down.  As a result, some carriers recently notified employers that they will be issued premium credits. When asking how these premium credits should be treated by the employer, we... Read More


Five Elements Challenging the Workforce During COVID-19

May 29, 2020
During a recent Return to Work Alera Group webinar, nearly 500 participants were polled on the most significant challenges facing their workforce at this point in the COVID-19 crisis. Employers throughout the U.S. have had to transition their employees to remote work, or make other adjustments in... Read More

“Backdoor” Roth IRAs

May 28, 2020
If you make too much money to open a Roth IRA, you could create one this way. You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential earnings in a Roth IRA grow tax free as long as the owner abides by the Internal Revenue Service (I.R.S.) rules, and withdrawals... Read More
girl working at desk

Three Key Questions to Ask While Creating Your Return-to-Work Strategy

May 27, 2020
Employers across the country are planning their strategy for returning employees to the worksite—whether that is an office building, a factory, a job site or another location. As employers develop and execute their strategic playbook, there are three key questions they should ask... Read More


10 Jun webinar Affordable Care Act
Update: What's New?
@ 11:00 am CDT
In this informative webinar Stacy H. Barrow, Esq., BAN’s Director of Compliance, discusses the current state of the Affordable Care Act, including top compliance issues in 2020, new legal and... More Info
24 Jun webinar
Solving the Biggest
HR Tech Problems
@ 11:00 am CDT
HR Technology can be used during the entire employee lifecycle – from candidate to COBRA. In this webinar, Josh Hoover and... More Info
15 Jul webinar
Purchase Health Care
Like a Fortune 500
@ 11:00 am CDT
For small to mid-size companies, self-funded insurance has not always been a practical option. David Konrad explains how it can... More Info
11 Aug webinar
Compliance Update
@ 1:00 pm CDT
Join Stacy Barrow (MBWL) and Danielle Capilla (Alera Group) for a quarterly compliance recap! You won't want to miss these... More Info

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