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

News

Alera Group Acquires Muench Financial, Inc.

Jan 23, 2020
Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, today announced that it has acquired Muench Financial, Inc., effective December 31, 2019. Muench Financial, located in Seattle, Washington, works with small and medium-sized... Read More

Congress Repeals Unrelated Business Income Tax for Tax-Exempt Entities Offering Qualified Transportation Fringe Benefits

Jan 15, 2020
As part of the Further Consolidated Appropriations Act, 2020 (the “Act”), Congress repealed Section 512(a)(7) of the Internal Revenue Code of 1986 (the “Code”). This Code section was added as part of the Tax Cuts and Jobs Act of 2017 (the “TCJA”) and resulted in... Read More

Alera Group Acquires AMCORP, Inc.

Jan 14, 2020
Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, today announced that it has acquired AMCORP, effective December 31, 2019. AMCORP, located in San Antonio, Texas, was founded in 1981. The firm provides benefits consulting and... Read More

Insights

Rules and Exceptions When Providing Benefits to Same Sex Couples

Jan 13, 2020
Employers who offer benefits to spouses must also offer them to same-sex couples though there are exceptions. The U.S. Supreme Court ruled in 2015 that the rights of same-sex couples are protected under the due process and equal protection clauses of the Fourteenth Amendment to the U.S.... Read More

New Hardship Distribution Rules for Retirement Plans

Jan 08, 2020
The Internal Revenue Service (IRS) has made it easier for employees to make withdrawals from their retirement plans during the time of hardship. The IRS also made it easier for employees to rebuild their accounts. Some of these changes affecting 401(k) and 403(b) plans are mandatory, requiring... Read More

Dental Insurance Promotes Overall Health

Jan 02, 2020
Providing employees the opportunity to purchase dental insurance is not enough. Employee education is an important element when you offer voluntary benefits. A 2019 survey by the National Association of Dental Plans shows that approximately 47 percent of adults participate in employer-sponsored... Read More

Events

5 Feb Building an HR
Systems Strategy
@ 11:00 am CST
Employers already have a benefits strategy – but the vast majority do not have an HR technology systems strategy. In this webinar, Benefit Technology Resources will review what an HR Systems... More Info
11 Feb
Q1
Compliance Update
@ 1:00 pm CST
Join Stacy Barrow (MBWL) and Danielle Capilla (Alera Group) for a quarterly compliance recap! You won't want to miss these... More Info
12 Feb
HIPAA Privacy
& Security Overview
@ 11:00 am CST
This webinar should be attended by employers with self-insured plans or those with fully insured plans that create, maintain, or... More Info
26 Feb
Musculoskeletal
Procedures and Costs
@ 11:00 am CST
In this webinar Bruce Campbell M.D. provides an overview of the commonest Musculoskeletal conditions, including medical and... More Info

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Alera Group

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