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 Services

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

Tina Hohman Featured in Financial Planning

Dec 01, 2021
The financial industry is in constant flux. As the rules and regulations surrounding the field, financial professionals must stay on their toes as they adapt to their shifting environment. And, as of late, RIAs have been forced to adapt their fee structure to better suit their client’s... Read More

Alera Group Strengthens Employee Benefits Division with Acquisition of Customized Benefit Solutions, Inc. (CBSI)

Nov 30, 2021
Alera Group, a top independent, national insurance and wealth services firm, announced today the acquisition of Customized Benefit Solutions, Inc. (CBSI), an employee benefits and insurance firm based in Hightstown, New Jersey. “At Customized Benefit Solutions, Inc. we are dedicated... Read More

Legal Alert: IRS Proposes Permanent 30-day Extension to ACA Reporting Deadline

Nov 30, 2021
This alert is of interest to all ALEs, as well as any non-ALEs who sponsor self-funded plans.  On November 22, 2021, the IRS filed a Notice of Proposed Rulemaking (“Proposed Rule”) that among other things, provides for an automatic 30-day extension of the deadline for... Read More

Insights

How Your Peers and Competitors are Responding to COVID-19

Nov 30, 2021
When the world went into lockdown in March 2020, few expected the pandemic that necessitated such emergency measures would still be with us 21 months later. Yet on the eve of Thanksgiving 2021, in the state where the holiday originated, the lead story in the... Read More

Wellbeing Resources: Navigating Family Conflict, Sticking to a Holiday Budget and More

Nov 23, 2021
Happy (almost) Thanksgiving! When it comes to wellbeing, employers often find themselves challenged by how to approach a shift from a traditional wellness model to a comprehensive and holistic program that supports the whole person. Here's how we can help.  Career... Read More

Personal Umbrella Insurance: Peace of Mind to Enjoy the Life You’ve Earned

Nov 12, 2021
By most standards, Lisa and Joe are living the American dream. Hard-working professionals, they have three children, a pet chocolate Lab, a combined annual income of about $450,000, a 10-room colonial in the suburbs and a cabin in the mountains — about a three-hour drive from their primary... Read More

Events

2 Dec Vaccine Mandates:
Legal Challenges
@ 1:00 pm CST
This webinar will discuss the status of any major legal challenges and anticipated next steps for the OSHA federal vaccine mandate rule as we approach enforcement deadlines. This session is relevant... More Info
8 Dec
End of Year
Compliance Roundup
@ 11:00 am CST
During our final webinar of our 2021 Educational Webinar Series, Stacy H. Barrow, Esq. provides an overview of significant... More Info
14 Dec
Q4 Compliance
Recap
@ 2:00 pm CST
Join us for a webinar covering the compliance highlights from 2021 and a look ahead to 2022. Our compliance experts will... More Info
16 Dec
2021 Recap and
2022 Forecasts
@ 1:00 pm CST
Alera Group's 2021 Employer Pulse Survey asked questions regarding key COVID-19 issues employers across the country are... More Info

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Alera Group

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