Alera Group Announces New Chief Human Resources Officer

November 2, 2020
HR Veteran Debra Martinez Joins Firm as CHRO Alera Group, a leading insurance and financial services firm, has appointed Debra Martinez as the organization’s Chief Human Resources Officer (CHRO), effective immediately. In this role, Martinez will lead the strategic direction of all... Find out more »

IRS Maintains Health FSA Contribution Limit for 2021, Adjusts Other Benefit Limits

October 27, 2020
On October 26, 2020, the Internal Revenue Service (IRS) released Revenue Procedure 2020-45, which maintains the health flexible spending account (FSA) salary reduction contribution limit from 2020, which is $2,750, for plan years beginning in 2021. Thus, for health FSAs with a carryover feature,... Find out more »

Alera Group Acquires Gordon Atlantic Insurance Agency

October 15, 2020
Alera Group, a national employee benefits, property and casualty, retirement services and wealth management firm, announced today that it has acquired Gordon Atlantic Insurance Agency, effective October 1, 2020. Located in Norwell, Massachusetts, Gordon Atlantic works with clients throughout the... Find out more »

Alera Group Appoints John Mollica as Vice President, Business Intelligence and Transformation

October 13, 2020
Alera Group today announced that John Mollica has been appointed as Vice President, Business Intelligence and Transformation, effective October 12, 2020. Mollica will be responsible for overseeing Alera Group’s data and analytics strategy across the United States. Mollica is an... Find out more »

IRS Extends Deadline for Furnishing Form 1095-C to Employees, Extends Good-Faith Transition Relief for the Final Time

October 5, 2020
The Internal Revenue Service (IRS) has released Notice 2020-76, which extends the deadline for furnishing 2020 Forms 1095-B and 1095-C to individuals from January 31, 2021 to March 2, 2021.  The Notice also provides penalty relief for good-faith reporting errors and suspends the requirement to... Find out more »

Alera Group Promotes Key Employees William Corrigan, Brian Caracciolo and Carolyn L. Cox

September 28, 2020
Deerfield, IL — Alera Group today announced promotions of key employees within the company’s executive leadership team.  Brian Caracciolo will assume the role of Chief Financial Officer; and Carolyn L. Cox will assume the role of Executive Vice President, General Counsel.  William Corrigan,... Find out more »

Alera Group Hires Employee Benefits National Project Manager & Data Analyst

September 15, 2020
Taylor Wirth Joins National Team of Experts Alera Group today announced that Taylor Wirth has joined its Employee Benefits team as Employee Benefits National Project Manager & Data Analyst, effective September 8. In this role, Wirth will enhance the services and solutions of the employee... Find out more »

DOL Issues Updated FFCRA Regulations In Light Of Recent Federal Court Decision

On September 11, 2020, the U.S. Department of Labor (“DOL”) released a temporary rule updating certain FFCRA regulations.  The temporary rule is scheduled to be published on September 16, 2020, and will be effective immediately through the expiration of the FFCRA’s paid leave... Find out more »

Alera Group Promotes Tina Hohman to EVP and Wealth Management Practice Leader

September 8, 2020
Alera Group, a national independent insurance agency, has appointed Tina Hohman as Executive Vice President and Wealth Management Practice Leader. In this role, Hohman is responsible for wealth management services offered throughout Alera Group, including financial planning, estate planning,... Find out more »

Carlyle Leads $150 Million Preferred Investment for Alera Group

September 2, 2020
Funds to Support Alera’s Growth and Acquisition Activities NEW YORK and DEERFIELD, Ill. – The Carlyle Group Inc. (NASDAQ: CG) today announced that its Global Credit platform led a $150 million preferred investment for Deerfield, Illinois-based Alera Group, one of the largest property and... Find out more »