Alera Group exec receives Distinguished Estate Planner award

June 7, 2023
Deerfield, IL (June 7, 2023) — Alera Group, a top independent, national insurance, wealth services and retirement plan services firm, today announced J.R. Burke, Founding Principal of Perspective Financial Group, an Alera Group company, is the recipient of the Philadelphia... Find out more »

Alera Group Expands Services with Acquisition of Clarity Enrollment Solutions

June 6, 2023
Deerfield, IL (June 6, 2023) — Alera Group, a top independent national insurance and wealth services firm, announced today the acquisition of Clarity Enrollment Solutions, a specialized provider of benefits education and enrollment solutions. This strategic acquisition is set to bolster Alera... Find out more »

Legal Alert: IRS Announces HSA/HDHP Limits for 2024

May 25, 2023
This alert is of interest to employers that sponsor HSA-qualified plans or plans subject to the ACA out-of-pocket limits.  In Rev. Proc. 2023-23, the IRS released the inflation-adjusted amounts for 2024 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs).... Find out more »

Legal Alert: Department of Labor Releases New FMLA Poster

May 22, 2023
The United States Department of Labor has released a new, more user-friendly FMLA poster entitled Your Employee Rights Under the Family and Medical Leave Act, which can be accessed here. Employers should replace the prior, April 2016 poster with this new one as soon as possible. The poster... Find out more »

Sheridan Insurance Group Joins Alera Group

May 10, 2023
Deerfield, IL (May 10, 2023) — Alera Group, a top independent national insurance and wealth services firm, today announced the acquisition of Sheridan Insurance Group, a team of experienced professional liability specialists helping meet the insurance and risk management needs of the... Find out more »

Legal Alert: ​​​​​DOL Issues Guidance on Preventive Care Court Order 

April 24, 2023
​On March 30, 2023, the United States District Court for the Northern District of Texas issued an order in Braidwood Management  Inc. v. Becerra (“Braidwood”), vacating any and all actions taken by the DOL and other federal agencies (in the past and in the future) to implement or... Find out more »

Alera Group Acquires iPros Insurance Professionals

April 13, 2023
Deerfield, IL (April 13, 2023) — Alera Group, a top independent national insurance and wealth services firm, today announced the acquisition of iPros Insurance Professionals, a broker-focused field marketing organization specializing in Medicare Advantage, Medicare Supplements, State-Based... Find out more »

Legal Alert: Agencies Informally Indicate that the Outbreak Period Tied to the COVID-19 National Emergency Ends July 10, 2023

April 10, 2023
Updated as of April 17, 2023.  On April 10, 2023, the President signed H.J.Res. 7, which ended the COVID-19 national emergency on April 10, 2023, approximately one month earlier than anticipated. However, prior to the passage of H.J. Res. 7, the DOL and other federal agencies issued... Find out more »

Alera Group Acquires Wilson, Washburn & Forster Insurance

Deerfield, IL (April 10, 2023) — Alera Group, a top independent national insurance and wealth services firm, today announced the acquisition of Wilson, Washburn & Forster Insurance, a full service property and casualty insurance agency based in Miami, Florida. “For more than 60... Find out more »

Legal Alert: Agencies Release Revised Instructions for 2022 Reference Year RxDC Reporting

April 7, 2023
On March 3, 2023, federal agencies released revised Prescription Drug Data Collection (RxDC) Reporting Instructions applicable to the 2022 reference year. RxDC reporting for the 2022 reference year is due on or before June 1, 2023.   Background The Consolidated Appropriations Act,... Find out more »