About Us
CA Insurance Lic# 0B89320
Founded in 1983, PWA Insurance Services has been providing quality services to the regionâs businesses by focusing on finding the right solutions that meet our clientsâ needs. PWAâs team of professional advisors has more than 139 years of combined knowledge, expertise, and innovation working with business owners in designing and managing employee benefits programs, payroll services, and human resources information systems. We provide fully integrated, high-level, personalized services to help your business grow and thrive.
Our Team: Trusted. Smart. Passionate
PWA and its employees are dedicated to giving outstanding service and advice to our clients. We firmly believe:
âQuality is what we deliver, our services deliver value and our people add value. We want to be your collaborator as our loyalty is to you and our mission is your success.â
Our Mission is to always focus on doing the âright thingâ for our clients while striving hard to accomplish the role of a responsible citizen in the community we serve. With an emphasis on collaboration and teamwork, we create unique solutions that are the right fit for the distinctive needs of our clients. We believe in open communication between clients and staff members, where being readily available and honest is key to producing long-term success.
Our Presence
As a founding firm of Alera Group, a national entity with over 1,800 employees serving thousands of clients with industry-leading solutions from experts across the country. Our clients benefit from the expertise and resources of a large national firm, while still maintaining the advantages of local service and relationships.
Become Stronger with Alera Group from Alera Group on Vimeo.
Meet Our Team
Jeff Turner
Managing Partner, Employee Benefits Consultant
Jeff is the Managing Partner and co-founder at Alera Group (Formerly PWA Insurance Services). As a business owner, Jeff understands the entrepreneurial spirit. He knows what it takes to run a successful business with its challenges and rewards.
His knowledge and experience brings a much-needed leader to solve the complexities and challenges in providing health care in today's employer health market. Working closely with Owners, C-suite Executives, HR Managers, Executive Director and Board Members in creating affordable and cost-effective benefit and wellness programs.
His mission is to educate and empower employers with the right tools and resources to minimize and mitigate the risk associated with healthcare. A strong advocate for changing the delivery of healthcare in America through next-generation solutions, technology, transparency, and education to improve the lives and health of employees. Listen to Jeff's Benefits in Brief Podcast.
Book a Meeting with JeffKatelyn (Katie) Magana
Marketing Coordinator and Communications, West Region Marketing Liaison
Katelyn (Katie) Magana joined Alera Group in 2018 as a part-time marketing student and quickly demonstrated her capabilities and dedication. After graduating from Sacramento State University with a bachelorâs in business, with a concentration in Marketing, she became a permanent member of the team.
As a Marketing Coordinator, Katie's day-to-day responsibilities include email marketing, social media management, event planning, video production, and content creation. Her expertise and creativity in these areas have significantly contributed to the company's marketing efforts.
In 2024, Katie advanced to the role of Alera Group's West Region Marketing Liaison, where she assists over 650 employees with their marketing needs. Her role is pivotal in ensuring cohesive and effective marketing strategies across the region, reflecting her commitment to excellence and her passion for marketing.
Merrisa Walker
Account Manager
Merrisa Walker is an experienced Account Manager at Alera Group, having joined the company in 2017. With over a decade of experience in the insurance and financial services industry, Merrisa has established herself as a knowledgeable and reliable professional in her field.
Merrisa is a licensed insurance agent in the State of California, bringing a high level of expertise and regulatory understanding to her role. Her extensive experience equips her with the skills necessary to provide exceptional service and tailored solutions to meet her clients' diverse needs.
At Alera Group, Merrisa's role involves managing client accounts with a focus on delivering strategic and effective solutions. Her background and proficiency in the industry ensure that she remains a valuable asset to both her clients and the organization.
Resources
Top Resources:
Other Resources:
Compliance Resources
- Compliance Assistance Guide to Providing Participant Notices
- Complete Guide to HSAs
- DOL Audit Checklist
- DOL EBSA HIPAA Self Audit Tool
- FAQ: ERISA Fiselity Bonds
- Fiduciary Responsibilities for Employer Group Benefits Plans
Employee Wellness Resources
- Mental Health Toolkit
- Dealing with Holiday Stress
- Hydration in the workplace
- Hydration poster
- Simple Reminders for Healthy Weight Loss
- Stress Management
- Understanding your Orthadontia Benefits
- Wellness/Employee Benefits Speaker Topics
Benchmark Reports & Whitepapers
Employee Resources
EXPERT EDUCATION
Events and Webinars
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 organizationâs data to create advanced and innovative strategies for success.
July 17, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Preparing for Open Enrollment: How to Engage and Educate Your Employees on Their Total Benefits Package
In this session, our experts will share guidance on setting yourself up for success during Open Enrollment.
August 21, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Agencies Push Pause Button on Enforcement of MHPAEA 2024 Final Rule
On May 15, 2025, the Department of Labor, Department of Health and Human Services, and the Treasury Department (collectively, the âAgenciesâ) released a statement regarding the Agenciesâ recent request for abeyance of a lawsuit filed by the ERISA Industry Committee (âERICâ) in the U.S. District Court for the District of Columbia that challenged certain aspects of Mental Health Parity and Addiction Equity Act (MHPAEA) Final Rule (â2024 Final Ruleâ) relating to nonquantitative treatment limitation comparative analyses (âNQTL analysesâ).
May 16, 2025
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Employee Benefits
IRS Releases 2026 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits
In Rev. Proc. 2025-19, the IRS released the inflation adjusted amounts for 2026 relevant to Health Savings Accounts (HSAs) and high-deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.
May 5, 2025
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Severe Weather Is Getting Worse. Is Your Business Interruption Insurance Keeping Up?
The increasing frequency and severity of weather- and climate-related events such as catastrophic storms, floods and wildfires make business continuity planning more important than ever. Part of your plan should include reviewing your organization's Business Interruption Insurance coverage.
May 5, 2025
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Employee Benefits
A Challenge for Mental Health Awareness Month: Make It Enjoyable
Achieving and maintaining wellbeing takes work, but that doesnât mean it canât be enjoyable and even fun. May is Mental Health Awareness Month, and with that comes Alera Groupâs annual Mental Health Awareness Toolkit, this year featuring something we believe employers and their entire organizations will really enjoy: the 31-Day Challenge for Positive Wellbeing.
April 29, 2025
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