Employee Benefits

Alera Group Acquires Core Benefit Solutions, Increasing Employee Benefits and HR Services

July 19, 2022

Alera Group, a top independent national insurance and wealth services firm, announced today the acquisition of Core Benefit Solutions, a premier resource for corporations providing employee benefits, compliance and human resource outsourcing.

“At Core Benefit Solutions, we offer consulting, strategic planning and expertise in the areas of employee benefits and HR, and help our customers learn to manage the unexpected so that they can focus on what they do best,” said Lisa Owen, President and CEO at Core Benefit Solutions. “With over 60 years of combined experience, our broad base of knowledge and depth of experience make us a premier resource for businesses.”

Based in Atlanta, GA, Core Benefit Solutions is nationally certified as a Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC). Beyond providing health benefits solutions, Core Benefit Solutions offers human resource support services, including help in on-boarding new hires, conducting a handbook review and reconciling billing. Core Benefit Solutions also provides benefits evaluation, compliance oversight, and payroll partner support. Their depth of experience allows them to offer customers fully comprehensive outsourced services.

“The Core Benefit Solutions team is made up of trusted advisors who are characterized by their dedication to their customers,” said Alan Levitz, CEO of Alera Group. “Their client-first focus makes this agency a great addition to Alera Group.”

The Core Benefit Solutions team will continue serving clients in their existing roles. Terms of the transaction were not announced.


About Alera Group

Alera Group is an independent, national insurance and wealth services firm with more than $1 billion in annual revenue, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. By working collaboratively across specialties and geographies, Alera Group’s team of more than 3,500 professionals in more than 150 offices provides creative, competitive services that help ensure a client’s business and personal success. For more information, visit www.aleragroup.com or follow us on LinkedIn.