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

CMS Extends Transition Relief for Non-Compliant Plans through 2021

Feb 10, 2020
On January 31, 2020 the Centers for Medicare & Medicaid Services (CMS) announced a one-year extension to the transition policy (originally announced November 14, 2013 and extended six times since) for individual and small group health plans that allows issuers to continue policies that do... Read More

Alera Group Names Vice President of Carrier Partner Management

Feb 05, 2020
Alera Group has appointed Tina Santelli as Vice President, Carrier Partner Management for Alera Group Employee Benefits nationally, effective January 1, 2020. In this role, Santelli will be responsible for leading key top-tier partnerships at Alera Group, strategically developing relationships... Read More

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

Insights

Employees Need to Know About 401(k) Required Minimum Distributions

Feb 24, 2020
Effective January 1, 2020, your employees must withdraw at least the minimum amount from their employer-sponsored 401(k) and IRAs (Individual Retirement Accounts) by age 72. The required minimum distribution (RMD) age was formerly 70½. The RMD amount is determined by applying a life... Read More

When Workers’ Compensation Costs Balloon, Company Turns to a Captive Solution

Feb 24, 2020
Experiencing healthy growth is a great thing! Over a nine-year period, our client grew its revenue from $15 to $170 million. To keep up with the growth during this time, the company’s workforce grew significantly. A fast-growing workforce with fast-growing expenses When companies grow... Read More

Making the Business Case for an Insurance Captive

Feb 18, 2020
Most companies, including mid-sized organizations, tend to think of only one insurance model – pay an insurance company a premium for coverage and to help manage specific risks. This is a sunk cost that you may have little control over. Insurance captives provide a different model, removing... Read More

Events

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 surgical treatments for them. Bruce will also address common questions and... More Info
11 Mar
Lowering Health Costs
for Your Employees & Business
@ 11:00 am CST
Learn how to control and manage your company’s health insurance with proven strategies and actionable opportunities that... More Info
25 Mar
HR Trends
Update
@ 11:00 am CST
In the world of HR Trends, Bobbi Kloss's webinar provides current information on developing a culture to best market your... More Info
8 Apr
How to Prepare
for a DOL Audit
@ 11:00 am CST
During this webinar, Stacy H. Barrow, BAN’s Director of Compliance, will provide attendees with tips for surviving a... More Info

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Alera Group

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