Alera Group Acquires TriSure Corporation

March 14, 2019
DEERFIELD, IL — Alera Group, a leading national insurance firm, today announced that it has acquired TriSure Corporation (TriSure), effective March 1, 2019. Terms of the transaction were not announced. Established in 1999, TriSure is a leading risk management firm based in Raleigh, North... Find out more »

Alera Group Acquires Broad Reach Benefits, LLC

February 12, 2019
DEERFIELD, IL  — Alera Group, a leading national insurance firm, today announced that it has acquired Broad Reach Benefits, LLC, effective February 1, 2019. Terms of the transaction were not announced. Broad Reach Benefits, headquartered in Madison, New Jersey, offers a wide range of... Find out more »

Alera Group Acquires Whipple & Company

February 7, 2019
DEERFIELD, IL  — Alera Group, a leading national insurance firm, today announced that it has acquired Whipple & Company, effective February 1, 2019. Terms of the transaction were not announced. Whipple & Company, based in Boca Raton, FL, was founded in late 2016 by Melissa Whipple,... Find out more »

Alera Group Acquires Bailey & Company

December 12, 2018
DEERFIELD, IL (December 12, 2018) — Alera Group, a leading national insurance firm, today announced that it has acquired Bailey & Company Benefits Group, a prominent employee benefits firm in Ohio. Terms of the transaction were not disclosed. Headquartered in Cincinnati, Ohio, Bailey... Find out more »

IRS Extends Deadline for Furnishing Form 1095

November 29, 2018
This alert is of interest to Applicable Large Employers (employers with 50 or more full-time equivalent employees) and employers of any size with self-insured plans. The Internal Revenue Service (IRS) has released Notice 2018-94, extending the deadline for furnishing 2018 Forms 1095-B and 1095-C... Find out more »

Alera Group Acquires Three New Firms

November 26, 2018
New Acquisitions Expand Benefits and Risk Management Expertise DEERFIELD, IL — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired four new firms: CRISP Insurance Advisors, Lively Insurance and Loretz Insurance,... Find out more »

Alera Group Acquires Orion Risk Management Insurance Services

West Coast Firm Expands Benefits and Risk Management Expertise DEERFIELD, IL — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Orion Risk Management Insurance Services. Terms of the transactions were not... Find out more »

IRS Increases Health FSA Contribution Limit for 2019, Adjusts Other Benefit Limits

On November 15, 2018, the Internal Revenue Service (IRS) released Revenue Procedure 2018-57, which raises the health Flexible Spending Account (FSA) salary reduction contribution limit by $50 to $2,700 for plan years beginning in 2019. The Revenue Procedure also contains the cost-of-living... Find out more »

Alera Group Acquires Pennsylvania Financial Services Firm

Latest Acquisition Expands Wealth Management Expertise DEERFIELD, IL — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Perspective Financial Group. Terms of the transaction were not announced. Perspective... Find out more »

ERISA Q&A: What You Need to Know

If you currently offer, or are planning to offer your employees retirement benefits, make sure you’re familiar with ERISA rules and regulations. As a plan sponsor, you must meet at least minimum ERISA standards. One way to ensure you are compliant is to work with a qualified benefits... Find out more »