About Us

    We reflect several firms in the Northeast region, working together to serve clients in employee benefits, property and casualty, retirement services and wealth management. Our solutions and services are created to uniquely fit the goals of each client, going above and beyond what is typically delivered by most insurance brokerage firms or agencies. We utilize innovative tools and processes to make purposeful, data-driven decisions.

    Resources

    Employee Benefits Strategic Planning playbook, take the survey

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    Setting Your Strategy for the New Year: Alera Group's 2025 Employee Benefits Market Outlook

    Our experts will highlight key results from Alera Group’s "2025 Employee Benefits Market Outlook" and explain how these trends can impact your benefits program this year.

    January 16, 2025 at 01:00 pm CT | Virtual

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    Webinar graphic - Alera Engage

    Wealth Services

    State of the Markets

    Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

    January 22, 2025 at 12:00 pm CT | Virtual

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    State of the Markets

    Wealth Services

    State of the Markets

    Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

    April 23, 2025 at 12:00 pm CT | Virtual

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    State of the Markets

    THOUGHT LEADERSHIP

    Insights

    Employee Benefits

    Don’t Forget About Your Gag Clause Attestations

    When the Consolidated Appropriations Act, 2021 (CAA) was enacted on December 27, 2020, it included a provision that prohibits group health plans and health insurance carriers from entering into certain agreements that, either directly or indirectly, restrict the release of certain information related to provider networks and de-identified encounter data, among other things. Such restrictions are commonly referred to as “gag clauses.” The CAA also requires plans and carriers to attest annually that their agreements do not include such impermissible gag clauses.

    November 20, 2024

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    Employee Benefits

    Avoiding an Employee Lawsuit Over a Tobacco Surcharge Claim

    Tobacco surcharges on health insurance premiums for employees who use tobacco products are attractive options for employers looking to keep their workforce healthy while lowering their organization’s healthcare costs. But surcharges can go too far, and many employers may be unaware of the limitations. Alera Group's new whitepaper on tobacco surcharges is designed to assist employers in complying with federal regulations.

    November 19, 2024

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    Employee Benefits

    Q4 Considerations: New HIPAA Privacy Considerations

    Earlier this year, the Department of Health and Human Services (HHS) issued a Final Rule titled HIPAA Privacy Rule to Support Reproductive Health Care Privacy.

    November 15, 2024

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    Employee Benefits

    Spotlight on 2025 Benefit Limits

    The IRS has released the 2025 benefit plan limits. The following chart shows some of the key limits for the 2023, 2024 and 2025 tax years.

    November 15, 2024

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