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

November 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... Find out more »

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

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... Find out more »

Alera Group Expands Michigan Footprint with Acquisition of Becker Insurance Agency, P.C.

November 22, 2021
Alera Group, a top independent, national insurance and wealth management firm, today announced it has acquired Becker Insurance Agency, P.C., an independent insurance agency based in Portage, Michigan. Becker Insurance was established over 50 years ago with an emphasis in the property and... Find out more »

Legal Alert: CMS Omnibus COVID-19 Healthcare Staff Vaccination Interim Final Rule

November 19, 2021
The Centers for Medicare and Medicaid Services (CMS) released an interim final rule regarding mandatory vaccinations of healthcare staff to protect against COVID-19. The interim final rule is effective as of November 5, 2021. CMS found good cause to take immediate action without comment period... Find out more »

Schwartz Insurance Agency Joins Alera Group in Latest Acquisition

November 18, 2021
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of Schwartz Insurance Agency, an Arizona based firm specialized in commercial insurance. “We focus on our clients’ objectives and then apply our knowledge, experience... Find out more »

Acquisition of HR | Bizz Boosts Alera Group’s HR Capabilities

November 17, 2021
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of HR | Bizz, a human capital consulting firm providing customized human resources solutions for small to mid-sized businesses. “The most valuable asset of any company is talent and... Find out more »

Alera Group Acquires California’s McSherry & Hudson Insurance Services

November 16, 2021
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of McSherry & Hudson Insurance Services, an independent, full-service insurance brokerage firm offering property and casualty, industry-specific risk management, surety, loss... Find out more »

Legal Alert: OSHA ETS for COVID-19 Vaccine and Testing Stayed By 5th Circuit Court of Appeals

On September 9, 2021, President Biden announced that he ordered OSHA to develop an emergency temporary standard (ETS) that would require private employers with 100 or more employees to mandate that employees either receive one of the three available COVID-19 vaccines or submit to weekly COVID-19... Find out more »

Alera Group Expands in Michigan with Acquisition of Phil Klein Insurance Group (PKIG)

November 15, 2021
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of Phil Klein Insurance Group (PKIG), the premier insurance agency in the Detroit Metro area. They are renowned for providing custom risk management services for select individuals and... Find out more »

Legal Alert: An Employer’s Guide to Preparing for the 2021 OSHA ETS Vaccine Mandate

On September 9, 2021, President Biden announced that he ordered OSHA to develop an emergency temporary standard (ETS) requiring private employers with 100 or more employees to mandate that employees either receive one of the three available COVID-19 vaccines or submit to weekly COVID-19 testing. On... Find out more »