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

Legal Alert: September Deadlines for COBRA and 5500 Reporting

Sep 15, 2021
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

Sep 15, 2021
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

President Orders OSHA To Develop Mandatory Vaccine Requirement for Large Employers

Sep 14, 2021
On September 9, 2021, President Biden announced that he ordered OSHA to develop emergency temporary standards (ETSs) that would require employers with 100 or more employees to mandate that employees either receive one of the three available COVID-19 vaccines or submit to at least weekly COVID-19... Read More

Insights

Wellbeing Resources: Everything You Need to Know About Our Wellbeing Fair

Sep 13, 2021
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

Sep 13, 2021
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

Sep 08, 2021
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

16 Sep Addressing Health and
Financial Wellness
@ 1:00 pm CDT
This webinar will provide an introduction to how you can leverage a group captive to help reduce premiums and provide a more predictable benefits experience. This event has been approved for HRCI... More Info
21 Sep
Q3 Compliance
Recap
@ 2:00 pm CDT
Please join us for a webinar on the No Surprises Act interim final rule and the latest employee benefits news. During this... More Info
22 Sep
Virtual Employee
Wellbeing Fair
@ 10:00 am CDT
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
@ 11:00 am CDT
Join BAN's Director of Compliance, Stacy H. Barrow, Esq. for an informative webinar on Consumer Directed Healthcare and... More Info

Contact Us

Alera Group

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