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Legal Alert: IRS Adjusts 2018 HSA Contribution Limit – Again

April 27, 2018
IRS Adjusts 2018 HSA Contribution Limit – Again The IRS has announced it is modifying the annual limitation on deductions for contributions to a health savings account (“HSA”) allowed for taxpayers with family coverage under a high deductible health plan (“HDHP”) for the 2018 calendar... Find out more »
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Alera Group Acquires California Life Insurance Firm

April 26, 2018
Latest Acquisition Expands Firm’s Financial Services Expertise DEERFIELD, IL — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired California-based firm Tippett Moorhead & Haden. Terms of the transaction were... Find out more »
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Legal Alert: EEOC’s Status Report in AARP v. EEOC Creates Uncertainty for Wellness Programs

April 17, 2018
In its March 30 status report to the U.S. District Court for the District of Columbia in American Association for Retired Persons (AARP) v. EEOC, the EEOC stated that “it does not currently have plans to issue a Notice of Proposed Rulemaking addressing incentives for participation in employee... Find out more »
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Legal Alert: CMS Extends Transition Relief for Non-Compliant Plans through 2019

April 12, 2018
CMS Extends Transition Relief for Non-Compliant Plans through 2019 On April 9, 2018, the Centers for Medicare & Medicaid Services (CMS) announced a one-year extension to the transition policy (originally announced November 14, 2013 and extended several times since) for individual and small... Find out more »
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Alera Group Acquires Colorado Property & Casualty Firm

April 4, 2018
New Acquisition Increases Risk Management Expertise DEERFIELD, IL — Alera Group – a leading national employee benefits, property and casualty, risk management and wealth management firm – has acquired Rich & Cartmill Insurance of Colorado, adding to the firm’s existing risk... Find out more »
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Alera Group Acquires Two Employee Benefit Firms

March 6, 2018
Benefit Planning Services in Connecticut and IMG Benefits Group in Texas Become Newest Alera Group Companies DEERFIELD, IL (March 6, 2018) — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Benefit Planning... Find out more »
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Alera Group Acquires Wilson Albers & Company, LLC

February 13, 2018
DEERFIELD, IL (February 13, 2018) — Alera Group, a leading national employee benefits, property/casualty, risk management and wealth management firm, has acquired Wilson Albers & Company, LLC, located in Anchorage, AK. Terms of the transaction were not disclosed. Wilson Albers &... Find out more »
alera group

Alera Group Acquires Wilson Albers & Company, LLC

DEERFIELD, IL (February 13, 2018) — Alera Group, a leading national employee benefits, property/casualty, risk management and wealth management firm, has acquired Wilson Albers & Company, LLC, located in Anchorage, AK. Terms of the transaction were not disclosed. Wilson Albers &... Find out more »
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Alera Group Continues Growth Streak with Four New Acquisitions

February 7, 2018
DEERFIELD, IL (February 7, 2018) — Alera Group, a leading national employee benefits, property/casualty, risk management and wealth management firm, acquired four firms effective February 1, 2018. This new round of acquisitions brings the total number of acquisitions since launching in January... Find out more »
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Alera Group Acquires Spring Consulting Group

February 5, 2018
National Firm Enters Massachusetts with Recent Acquisition DEERFIELD, IL (February 1, 2018) — Alera Group, a leading national employee benefits, property/casualty, risk management and wealth management firm, has acquired Spring Consulting Group LLC, located in Boston, MA. This acquisition... Find out more »