Alera Group News

Alera Group, one of the nation’s top employee benefits, property and casualty, retirement services and wealth management firms, today announced that it has acquired Granite Group Benefits, LLC (Granite Group Benefits), effective December 31, 2020. Granite Group Benefits, headquartered in... Find out more »

Updated December 28, 2020 to reflect that the bill has been signed by President Trump After weeks of negotiations, Congress overwhelmingly passed a second COVID-19 stimulus package – the COVID-Related Tax Relief Act of 2020 (COVIDTRA) and the Taxpayer Certainty and Disaster Tax Relief Act... Find out more »

Alera Group, one of the nation’s leading employee benefits, property and casualty, retirement services and wealth management firms, today announced that it has acquired Todd Associates, Inc. (Todd Associates), effective December 1, 2020. Todd Associates, founded in 1939 and operated by Ned... Find out more »

National Analysis Reveals Hardening Market, Other Industry Trends Deerfield, IL—Alera Group, a national property & casualty, employee benefits, wealth management and retirement services firm, today released its 2021 Property and Casualty Market Outlook. This extensive document... Find out more »

National Report Reveals Benefits Trends and Changes Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, today released the results of the 2020 Healthcare & Employee Benefits Benchmarking Survey. The report highlights key... Find out more »

The IRS has released Notice 2020-84, which sets the applicable PCORI fee for plan years ending between October 1, 2020 and September 30, 2021 at $2.66 per covered life. As a reminder, the PCORI was established as part of the Affordable Care Act (ACA) to conduct research to evaluate the... Find out more »

Alera Group, a leading insurance and financial services firm, today announced the expansion of its California footprint with the recent addition of Legacy Risk and Insurance Services, LLC (Legacy Risk), effective October 1, 2020. Legacy Risk is a preeminent provider of property and casualty... Find out more »

Latest Acquisition Marks Firm’s Expansion into Michigan Alera Group, a leading insurance firm, has acquired Lighthouse Group, effective December 1, 2020. With eight locations throughout Michigan, Lighthouse Group is a Midwest leader in employee benefits and property & casualty... Find out more »

The U.S. Department of Labor (DOL) has issued a new regulation to amend fiduciary standards for selecting and monitoring investments in ERISA retirement plans, particularly the environmental, social, and governance funds “ESG funds.”  The new regulation was proposed on June 22, 2020 and had... Find out more »

Alera Group, a leading insurance and financial services firm, has named Brian Parker as Vice President of Employee Benefits Technology & Services, effective November 1, 2020. In this role, Parker will help to drive growth across Alera Group through benefits administration technology... Find out more »