About Us
TRUEbenefits is embracing our Alera Group brand to reflect our national capabilities, industry expertise and expanded resources in all areas of our business.
In 2017, TRUEbenefits and 23 firms across the nation joined to form Alera Group. Six years later, we are 180 firms strong, working together to leverage powerful relationships, industry experience and resources with the goal of supporting our clients’ business strategies and elevating the experience of working with us. By embracing our new branding of Alera Group, we will continue to bring our clients a personalized set of solutions while reflecting our expanded capabilities. What remains consistent is holding our clients at the core of our business.
We are excited about this next step in our evolution as we continue to build a great company with clients at our center. Through collaboration and teamwork, we will continue to offer you the resources of a national firm along with the personalized experience of a local partner.
As Alera Group, we are stronger together!
Beyond Benefits as Usual
We ask questions you haven’t heard before. Digging deeper gives us the understanding to customize cost-effective solutions that advance our clients’ business goals, see them through times of rapid change, and help recruit and retain the best people in their industries. Our clients know they can count on us for total transparency and an independent point of view. Our firm attracts passionate, industry-experienced people who value the time we give them to go above and beyond for our clients. It’s not enough to be reactive around renewal time. Together, we bring the strategic thinking, attention to detail and proactive perspective that employee benefits need all year round.
By delivering measurable results and client satisfaction, we have earned a Net Promoter Score of 88 —much higher than those of leading Fortune 500 companies. Most important, it earns our clients’ confidence that they’re getting higher value from every benefit dollar.
Meet Our Team
Meet our Team
Aanya Lee
Senior Lead Consultant
Aanya Lee, Sr. Lead Consultant, has been thoughtful and strategic in working with employers in their ability to prioritize their most important resource, their human capital. She has over 15 years of experience working with employers of all sizes and industries to manage their health and benefits. She relies heavily on her foundation of finance, to strategically consult clients to manage their most important assets, (their people). Her hands-on strategic approach to consulting paired with years of pharmacy and finance experience allow her to design best in class benefit strategies for employers, while ensuring members are never overlooked. Aanya joined Alera Group in 2019. When not strategizing, Aanya enjoys planning her next family vacation, baking and cheering on her daughters academic and athletic endeavors.
Ann-Marie Clarke
Senior Consultant
Ann-Marie Clarke, Sr. Consultant, comes to Alera Group with 14 years of experience in the overall management of employee benefits plans, Nationally, Internationally and within the Pacific Northwest. Her focus over the last five years has been working with employers to develop strategies in cost management while maintaining industry competitive benefits programs in our ever-changing environment. Her passion for bringing vision of geographic market trends, industry specific design options and ideas for increased member engagement fuels her goal in maintaining client spend, providing an added layer for Human Resources teams, and educating members in consumerism. Ann-Marie takes pride in her best-in-class client service and believes the broker/client relationship is a true partnership. Her other passions include running and core strengthening, hiking, lots of time with her spouse, three children and two Bernese Mountain dogs, and wine tastings in Woodinville.
Aaron Millman
Client Service Team Supervisor
Aaron Millman, Client Service Team Supervisor and Senior Lead Client Manager has worked in account management of large employer groups for over 15 years. His passion is in employee education and engagement through creative employee communications. He supervises the Client Service team in addition to working directly with his clients. He strives to help employers provide high-quality benefits programs for their employees with effective and innovative plan designs that match their needs. Aaron joined the Alera Group team in early 2018. He has a BA from the University of Washington, and he volunteers with the American Red Cross and Food Lifeline. When not working or working out, Aaron spends time renovating houses, playing favorites with his nieces & nephews, traveling, or spending time with his adorable (but grumpy) rescue cocker spaniel.
Kris Elshaug
Client Manager
Kris Elshaug, Client Manager, has enjoyed 30 years in the health insurance industry. She has worked with individual clients and Medicare beneficiaries, as well self-funded, level-funded and fully insured groups of all sizes. Kris considers compliance to be an integral part of the health and welfare plan and is passionate about assisting her clients satisfy these requirements. She is committed to building and maintaining client and employer relationships through genuine communication and outstanding customer service. Kris spends her free time with family and friends, watching Marines games and traveling.
EXPERT EDUCATION
Events and Webinars
Latest Updates on the Maryland Paid Family and Medical Leave Act
We invite you to join our interactive webinar to review the newly proposed Maryland Family and Medical Leave Insurance (FAMLI) regulations.
November 19, 2024 at 10:00 am ET | Virtual
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Employee Benefits
When Captive Insurance Makes Sense
In this session, our experts will talk about how captives work, the advantages and disadvantages and what you need to know to determine whether they make sense for your organization.
November 21, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Q4 Compliance Update
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
December 3, 2024 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Are You Prepared to Comply With the New Mental Health Parity Final Rule in 2025?
On September 9, 2024, the DOL, IRS and HHS released a final rule for the Requirements Related to the Mental Health Parity and Addiction Equity Act (MHPAEA Final Rule). The MHPAEA Final Rule is similar to the proposed rule released on July 25, 2023, with some marked differences. While the MHPAEA Final Rule is effective as of November 22, 2024, the requirements become enforceable at different times. Most apply to plan years beginning on or after January 1, 2025, with other requirements becoming enforceable for plan years beginning on or after January 1, 2026.
October 25, 2024
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Employee Benefits
Legal Alert: IRS Adjusts Health Flexible Spending Account and Other Benefit Limits for 2025
On October 22, 2024, the Internal Revenue Service (IRS) released Revenue Procedure 2024-40, which increases the health flexible spending account (FSA) salary reduction contribution limit to $3,300 for plan years beginning in 2025, an increase of $100 from 2024.
October 23, 2024
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Webinar: Meeting the Needs of an Aging Workforce
Why is recognizing and addressing the priorities of older workers an imperative? Because, as Bain’s analysis of U.S. Bureau of Labor Statistics data determined, workers 55 and older will exceed a quarter of the workforce among G7 nations, including the United States, by 2031. Older workers typically have different priorities and needs compared to their younger colleagues, as Alera Group will examine and discuss on October 17 during the next event in our Engage series of employee benefits webinars, “Meeting the Needs of an Aging Workforce.”
October 3, 2024
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Wellbeing Fair Sessions — When and Where You Like
Themed “Live for Tomorrow,” Alera Group's 2024 Employee Wellbeing Fair is now available online, where you can access all eight sessions, select which ones you want to view and watch them at your convenience.
October 2, 2024
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