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

Carrier Premium Credits and ERISA Fiduciary Obligations

May 18, 2020
Due to COVID-19 and state and local stay-at-home orders, utilization of group medical and dental insurance benefits is down.  As a result, some carriers recently notified employers that they will be issued premium credits. When asking how these premium credits should be treated by the employer, we... Read More

IRS Relaxes Election Change, Other Rules for Cafeteria Plans and FSAs

May 13, 2020
As the country continues to feel the impact of the COVID-19 National Emergency declared by President Trump on March 13, 2020, the IRS has provided some much-needed guidance and relief for employees.  On May 12, 2020, the IRS issued Notices 2020-29 and 2020-33, which, among other things,... Read More

Employer Insurance Premium Payment Grace Periods & Premiums Returned to Employers Inadvertent ERISA Issues

May 11, 2020
During this pandemic, many employers are having to curtail operations and are going through the difficult process of finding cost-saving measures because of the sudden reduction in revenue caused by the various COVID-19 related state and local government orders. Many carriers are allowing, and... Read More

Insights

Resources for Reopening a Workplace Amid COVID-19

May 20, 2020
With the nation in various stages of reopening from shutdowns related to COVID-19, businesses and other organizations are following procedures to keep their employees and their customers safe. Some are in the planning stages, while those that never closed are operating differently from how they did... Read More

Weekly Wrap-up: Wellbeing Resources

May 18, 2020
We are nine weeks into this new mode of work and the pace doesn’t really seem to be slowing at all for most of you.  Each week, the landscape we are living and working in seems to change dramatically, and with that comes new challenges and projects. We seem to be in a constant... Read More

Weekly Wrap-up: Wellbeing Resources

May 11, 2020
We have all felt the mental health impacts from this crisis and so many of you have done an amazing job making this a focus in the programming you are bringing to employees during this time.   A study published this week paints an even bleaker picture than I imagined.  More than 1 in 4... Read More

Events

10 Jun Affordable Care Act
Update: What's New?
@ 11:00 am CDT
In this informative webinar Stacy H. Barrow, Esq., BAN’s Director of Compliance, discusses the current state of the Affordable Care Act, including top compliance issues in 2020, new legal and... More Info
15 Jul
Purchase Health Care
Like a Fortune 500
@ 11:00 am CDT
For small to mid-size companies, self-funded insurance has not always been a practical option. David Konrad explains how it can... More Info
11 Aug
Q3
Compliance Update
@ 1:00 pm CDT
Join Stacy Barrow (MBWL) and Danielle Capilla (Alera Group) for a quarterly compliance recap! You won't want to miss these... More Info
10 Nov
Q4
Compliance Update
@ 1:00 pm CST
Join Stacy Barrow (MBWL) and Danielle Capilla (Alera Group) for a quarterly compliance recap! You won't want to miss these... More Info

Contact Us

Alera Group

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