Greenville, SC

Formerly Forum Benefits

    About Us

    Forum was founded in Greenville, SC in 1999 as Palmetto Benefit Management, an independently owned insurance agency specializing in employee benefit planning and administration. In January of 2017, Forum joined 23 other entrepreneurial insurance and financial services companies across the United States to form Alera Group, an employee benefits, property/casualty, risk management and wealth management firm with approximately $1.3 Billion in annual revenue. Alera Group has grown to over 5,000 employees in over 220 local offices and is now one of top 10 independent brokerage firm in the US.  

    As a local office partner for Alera Group, we bring national resources such as Legal & Compliance, Actuarial & Reinsurance, Captives, Data Analytics & Benchmarking, HR Administration & Technology, and Wellness & Total Health Management to our local clients.  In January 2024, Forum rebranded to Alera Group to capitalize on our commitment to Collaboration.

    Meet Our Team

    Sources

    Employee Navigator (Benefit Administration System) access link.

    Contact your Client Service Advocate (CSA) access link

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    Q1 Compliance Update

    Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

    March 5, 2024 at 01:00 pm CT | Virtual

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    Webinar graphic - Alera Engage

    Employee Benefits

    How Voluntary Benefits Inspire Employee Loyalty

    Presenters will show you how to use these benefits to meet the needs of both your business and employees, driving retention and saving money. 

    March 21, 2024 at 01:00 pm CT | Virtual

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    Webinar graphic - Alera Engage

    Employee Benefits

    HIPAA Privacy and Security Overview

    Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules.

    April 2, 2024 at 01:00 pm CT | Virtual

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    Stock image with the words Alera Group Webinar

    THOUGHT LEADERSHIP

    Insights

    Employee Benefits

    Webinar: Weight-Loss Drugs and Group Health Plans | Alera Group

    Rising pharmacy costs are among the chief drivers of healthcare expenses for employers and employees, thanks largely to a surge in use of drugs you’ve seen advertised in those ubiquitous commercials. Given the cost of such drugs and their mixed record of success, employers and employees should exercise caution.

    February 6, 2024

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    Employee Benefits

    Employers, Employees and Job-Flexibility Tradeoffs

    Faced with one of contemporary business’s most prominent dilemmas – allow work from home or insist on return to work? – employers and employees alike must come to terms with an axiom: Life is a series of tradeoffs. Join us on Thursday, January 18, for "The Value of Flexible Work: Alera Group’s Tradeoff Study."

    January 11, 2024

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    Employee Benefits

    A Cautionary Tale: Self-Funded Plan Administrators Must Meaningfully and Effectively Communicate With Plan Participants and Their Providers on Appeal

    This alert is of interest to employers who sponsor self-funded health plans.

    January 9, 2024

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    Employee Benefits

    Legal Alert: Agencies Provide Updated County Data for Culturally and Linguistically Appropriate Services and Guidance

    On November 28, 2023, the Department of Labor (DOL), Internal Revenue Service (IRS) and Health and Human Services (HHS), collectively known as the Tri-Agencies, issued Part 63 of their FAQ series regarding implementation of the Affordable Care Act (ACA) and Consolidated Appropriations Act, 2021.

    December 18, 2023

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