Tina Hohman Featured in Financial Planning

December 1, 2021
The financial industry is in constant flux. As the rules and regulations surrounding the field, financial professionals must stay on their toes as they adapt to their shifting environment. And, as of late, RIAs have been forced to adapt their fee structure to better suit their client’s... Find out more »

Alera Group Strengthens Employee Benefits Division with Acquisition of Customized Benefit Solutions, Inc. (CBSI)

November 30, 2021
Alera Group, a top independent, national insurance and wealth services firm, announced today the acquisition of Customized Benefit Solutions, Inc. (CBSI), an employee benefits and insurance firm based in Hightstown, New Jersey. “At Customized Benefit Solutions, Inc. we are dedicated... Find out more »

Legal Alert: IRS Proposes Permanent 30-day Extension to ACA Reporting Deadline

This alert is of interest to all ALEs, as well as any non-ALEs who sponsor self-funded plans.  On November 22, 2021, the IRS filed a Notice of Proposed Rulemaking (“Proposed Rule”) that among other things, provides for an automatic 30-day extension of the deadline for... Find out more »

Legal Alert: CMS Omnibus COVID-19 Healthcare Staff Vaccination Interim Final Rule

November 19, 2021
The Centers for Medicare and Medicaid Services (CMS) released an interim final rule regarding mandatory vaccinations of healthcare staff to protect against COVID-19. The interim final rule is effective as of November 5, 2021. CMS found good cause to take immediate action without comment period... Find out more »

Schwartz Insurance Agency Joins Alera Group in Latest Acquisition

November 18, 2021
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of Schwartz Insurance Agency, an Arizona based firm specialized in commercial insurance. “We focus on our clients’ objectives and then apply our knowledge, experience... Find out more »

Alera Group Acquires California’s McSherry & Hudson Insurance Services

November 16, 2021
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of McSherry & Hudson Insurance Services, an independent, full-service insurance brokerage firm offering property and casualty, industry-specific risk management, surety, loss... Find out more »

Legal Alert: OSHA ETS for COVID-19 Vaccine and Testing Stayed By 5th Circuit Court of Appeals

On September 9, 2021, President Biden announced that he ordered OSHA to develop an emergency temporary standard (ETS) that would require private employers with 100 or more employees to mandate that employees either receive one of the three available COVID-19 vaccines or submit to weekly COVID-19... Find out more »

Legal Alert: An Employer’s Guide to Preparing for the 2021 OSHA ETS Vaccine Mandate

November 15, 2021
On September 9, 2021, President Biden announced that he ordered OSHA to develop an emergency temporary standard (ETS) requiring private employers with 100 or more employees to mandate that employees either receive one of the three available COVID-19 vaccines or submit to weekly COVID-19 testing. On... Find out more »

Alera Group Expands Footprint in Texas with Acquisition of IHS Insurance Group

November 12, 2021
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of IHS Insurance Group, an independent insurance brokerage selling Medicare plans, health insurance, life insurance, auto, home, dental & vision and more. “IHS Insurance Group is... Find out more »

Legal Alert: IRS Adjusts Health Flexible Spending Account and Other Benefit Limits For 2022

November 11, 2021
On November 10, 2021, the Internal Revenue Service (IRS) released Revenue Procedure 2021-45, which increases the health flexible spending account (FSA) salary reduction contribution limit from 2021 to $2,850 for plan years beginning in 2022, an increase of $100 from 2021.  Thus, for health... Find out more »