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
Rick Wylie
Sales Consultant
Sales Consultant
Resources
Employee Navigator (Benefit Administration System) access link.
Contact your Client Service Advocate (CSA) access link
EXPERT EDUCATION
Events and Webinars
Employee Benefits
GLP-1s at Scale: Why Weight-Loss Drug Decisions Are Now a Financial Strategy
A GLP-1 decision framework plus scenarios.
July 21, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
Open Enrollment That Works: Why Employees Do Not Engage — and How Modern Communications Drive Better Choices
Practical communication strategies to strengthen open enrollment effectiveness and employee decision-making.
August 18, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
The Compliance Pathway Q3
Don't miss this ongoing opportunity to ensure you comply with current regulations and are prepared for what's ahead.
September 2, 2026 at 01:00 pm CT | Virtual
Register Here
THOUGHT LEADERSHIP
Insights
Employee Benefits
What the 2026 Benchmarking Data Reveals — and Why It Matters Now
On Tuesday, June 16, 2026, at 2:00 PM ET, Alera Group will host Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals, a live webinar designed for HR, finance and executive leaders involved in benefits planning, budgeting and long-term strategy.
June 11, 2026
Find out more
Employee Benefits
Legal Alert: IRS Releases 2027 HSA Contribution Limits and Other Limits
In Rev. Proc. 2026-24, the IRS released the inflation adjusted amounts for 2027 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.
June 3, 2026
Find out more Employee Benefits
Legal Alert: PBM Transparency Coming Soon
Two recent movements on the federal level have paved the way for greater pharmacy benefit manager (“PBM”) transparency for group health plans.
May 22, 2026
Find out more Employee Benefits
Legal Alert: RxDC Reporting Due June 1st
Reminder: RxDC Reporting Due June 1st
February 26, 2026
Find out more