Month: January 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... Find out more »

As part of the Further Consolidated Appropriations Act, 2020 (the “Act”), Congress repealed Section 512(a)(7) of the Internal Revenue Code of 1986 (the “Code”).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... Find out more »

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... Find out more »

Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, today announced that it has acquired Sylvia Group, effective December 31, 2019. Located in Dartmouth, Massachusetts, Sylvia Group has been serving clients throughout New England... Find out more »