Greater Philadelphia Area
About Us
In the Philadelphia area, we have brought together six outstanding firms as Alera Group Philadelphia. This includes Pentra, HealthFirst, Somerset Capital, Vantage Point, Perspective Financial Group and HR inTune. Recently, Lamb Benefits – Employee Benefits Division joined our team. Every owner of each firm remains an equity partner in Alera Group. Our mission is to enhance our clients’ experience in tangible and measurable ways by building on the foundation of each firm. We strive to deliver the best possible outcomes—positively impacting our employees, clients, communities and the lives of people we serve.
There is a level of excitement at Alera that our clients experience through daily interactions with our team. We care about our people, our clients, our client relationships and making a difference.
Meet Our Team
People you can count on. People you can trust.
Katie Nelson
Benefit Consultant
Katie serves as a Benefit Consultant. She works closely with clients to establish strong, active relationships and provides proactive and consultative services.
She researches and resolves client issues promptly, offering valuable support for plan administrators, and is an advocate for employees. She also specializes in health and welfare benefit plan compliance. She has played a pivotal role in helping clients meet their compliance needs in a simple and efficient manner.
Katie holds a Bachelor of Arts in Political Science and Philosophy, both of which are from Loyola University Maryland.
What is your favorite city? Copenhagen, Denmark… my home of 7 months.
Favorite superhero? My Mother. She is the hardest-working and most selfless person I know.
Dream car? One that drives itself
If you were stranded on an island and could only bring one item, what would you bring? My father would advise duct tape. I would say a swimsuit.
Where is your favorite place to eat? Vernick in Philadelphia, PA, Kome in Austin, TX, Sagami in Collingswood, NJ
Terri Paris
Commission Manager
Terri joined Alera Group in 2015. Prior to joining, she worked in various accounting roles, including controller and accounting manager. She received a B.A. in English from St. Joseph’s University and received her M.B.A. from St. Joseph’s as well.
Rules to live by? Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do
Where did you grow up? Mt. Laurel, NJ
Favorite place to visit? Naples, Florida
Most adventurous experience? Snowmobiling on a glacier in Iceland
What is your favorite T.V. show? Modern Family
Diane Reynolds
Benefit Analyst
Diane serves as a Benefit Analyst. Diane works primarily with small group clients. She prides herself on client customer service.
She assists in managing client renewals and proposals while providing day-to-day support. In addition, working as an advocate for employees, Diane thoroughly researches, and resolves claim issues, and handles enrollment issues as required.
As office administrator, she is responsible for managing all company licensing, assists with reconciling company commissions, and oversees IT administration. Diane has many years of experience that provides her with the tools she needs to dominate her field.
First thing you do when you go home from work? Be a mom to my three children
Favorite sports team? The Philadelphia 76ers
Childhood nickname? Didi
Most adventurous experience? Swimming with manatees
What did you want to be when you grew up? Nurse
Jennifer Roberts
Benefits Analyst
Jennifer serves as a Benefit Analyst. She works as an advocate for the client and its employees by analyzing renewal rates and premium increases to ensure competitive pricing. She researches and handles client issues promptly.
She is responsible for supporting consultants with all aspects of client service, including presentations, carrier proposals, renewals, communication materials and audits. In her free time, she enjoys hiking the beautiful National Parks with her family.
Rules to live by? “There are no shortcuts to any place worth going”- Beverly Sills
Favorite place to visit? Banff, Alberta Canada. The Canadian Rockies are stunning!
Dream car? Red Tesla
Weirdest thing you have ever eaten? Moxie and Moose Burgers, it’s a Maine thing
If you could travel anywhere in the world, where would you go? Paris. I would love to visit the Louvre and enjoy fresh croissants at the local café.
Resources
Success Stories (downloads)
Captive Refesability Study for Fortune 500 Company
THE CHALLENGE Alera Group was requested to undertake a captive refeasibility study for an U.S. based multinational manufacturer of appliances with...
Enhancing a Healthcare Captive
THE CHALLENGE A non-profit multi-state health system with 35,000 employees wanted to conduct a feasibility study to determine if captive funding...
Quarry Faces Environmental Liability Query
THE CHALLENGE A large quarry operation owned a dig site that had been filled with a profusion of waste material following a mineral extraction....
An Alera Group member company based in Southern California was asked by the board of directors of a 400-unit condominium building to provide a bid...
Complicated Commercial Real Estate Portfolio
An Alera Group member company based in Southern California was retained by a commercial real estate property manager to review the insurance policies...
Persistence Secures an Infant’s Life Sustaining Treatment
An Alera Group member company that provides services focused on customized, comprehensive employee benefits, HR technology solutions, and wellness...
Start Up Benefits for a Start Up Company
Alera Group was contracted by a start-up national credit counseling company to assist with maintaining employee health benefits offerings while...
An Alera Group company that serves as a multidisciplinary employee benefits and risk management consultancy was approached by a company in the...
THE CHALLENGE Alera Group was the benefits broker for an employer that was working with two affiliated health insurance companies, “Company A”...
Our Community
Big Brothers Big Sisters Independence Region
For over 100 years, Big Brothers Big Sisters Independence Region has been positively impacting children and communities in Philadelphia, Montgomery, Chester, Delaware, Burlington, Camden, and Gloucester counties in PA and NJ. They don’t create potential in a child, they just foster and protect it.
Buck County Children’s Advocacy Center
The Bucks County Children’s Advocacy Center (CAC) provides a safe and child-friendly environment in which CAC staff, law enforcement, child welfare, prosecution, victim advocacy, medical and mental health professionals collaborate to implement effective, coordinated investigations of suspected child abuse.
With more than 2,500 reports of child abuse in Bucks County each year, the Bucks County Children’s Advocacy Center provides a setting in which children can receive timely, collaborative services from agencies mandated by law to investigate reports of child abuse. The predominant approach to child abuse investigations at the Children’s Advocacy Center is the multidisciplinary team model. This approach supports enhanced communications between the various agencies that respond to allegations of child abuse.
The Bucks County Children’s Advocacy Center strives to transform the system by providing a child-friendly setting where a skilled team of professionals come together under one roof to investigate serious child abuse allegations, conduct forensic interviews to aid in the prosecution of offenders and connect children and families with therapy and victim assistance services — always keeping the best interest of the child in mind.
Eluna Network
The mission of Eluna is to support children and families impacted by grief or addiction. Their innovative resources and programs address the critical needs of children experiencing powerful, overwhelming and often confusing emotions associated with the death of someone close to them or substance abuse in their family. No child should have to face these struggles alone, and our unique programs bring kids together to ease their pain and provide the tools to help restore hope.
Children affected by grief or addiction can feel isolated and alone. Circumstance puts them at increased risk for depression, suicide, poverty, anxiety and behavior problems. Children living in a home with addiction are also at four times the risk of developing an addiction of their own. Eluna’s programs come alongside children and their families to provide vital support helping to prevent complications that arise from unaddressed childhood bereavement and to help break the cycle of addiction in the next generation.
Eluna is dedicated to energizing new research and inspiring political advocacy that will lead to higher standards of care and positive outcomes for children in the fields of bereavement and addiction prevention. By raising awareness for these issues, Eluna reduces stigmas, improves understanding, and makes healing possible for children in need.
Alfred I. du Pont Hospital / Nemours Foundation
A gift of toys, games, books, or crafts can do wonders to brighten a child’s life while they are in the hospital or clinic waiting room. The Child Life programs at Nemours offer activities designed to help children cope with their hospital stay.
Child Life specialists in the hospitals are trained to work with children who have serious illness or are recovering from surgery — often using toys, games, and crafts to allow them to express their fears and hopes and regain a sense of mastery and control.
New, cuddly stuffed animals, hand-held video games, books, and music CDs can help to pass the time and provide a distraction from the hospital routine or clinic visit.
Manna
Manna uses nutrition to improve health for people with serious illnesses who need nourishment to heal. By providing medically tailored meals and nutrition education, we empower people to improve their health and quality of life.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Q2 2025 Quarterly Compliance Webinar
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
May 6, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
2025 Healthcare and Employee Benefits Benchmarking Report: How Does Your Benefits Program Stack Up?
In this session, our experts will dive into the results of our annual, market-leading benchmarking survey.
June 26, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Dynamic Data: Strategies for Success
Join us for this session, as our experts will share how to utilize your organization’s data to create advanced and innovative strategies for success.
July 17, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Deadline for San Francisco Health Care Security Ordinance is approaching
The annual San Francisco Health Care Security Ordinance (SF HCSO) reporting by employers that have employees who work in the City of or County of San Francisco is due by May 2, 2025. Employers should be aware of the upcoming deadline even if they are not located in San Francisco.
The SF HCSO requires large and medium-sized employers to provide covered employees with benefits equal to or greater than the expenditure rate. Covered employees are those who have been employed for more than 90 days and who regularly work at least eight hours per week within the City of and County of San Francisco.
April 14, 2025
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Employee Benefits
Webinar: Is Captive Insurance the Right Solution for Your Business?
Join Alera Group on Thursday, April 17, for "Balancing Cost and Care: Could a Captive solution be the right fit for you?", a webinar on self-insuring to reduce group Medical Insurance costs and other business expense. Our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.
April 3, 2025
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Benchmarking’s Role in Voluntary Benefits Program Design
Alera Group’s Employee Benefits team recognizes that workforce composition varies from business to business, from industry to industry, from region to region. And, at a time when the U.S. workforce is more generationally diverse than ever before, the needs and priorities of one generation can be very different from those of another. This is where voluntary benefits — also known as supplemental, workplace or optional benefits — become so vital to an organization’s offerings strategy. Alera Group’s "Healthcare and Employee Benefits Benchmarking Reports" take an in-depth look at the benefits businesses provide, the options they offer and the strategies they use to manage costs.
March 31, 2025
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HIPAA Webinar: Required Training and Valuable Refresher
Whether meeting federal training requirements or simply refreshing their knowledge base, professionals whose role includes HIPAA administration will benefit from participating in Alera Group’s annual HIPAA Privacy and Security Overview, a one-hour webinar scheduled for Friday, April 11.
March 27, 2025
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