Alera Group Expands M&A Team with New Hire

September 18, 2018
Matt Kistler Joins Firm as Director of Business Development Deerfield, IL – Alera Group, a national employee benefits, property and casualty, risk management and wealth management firm, has appointed Matt Kistler as Director of Business Development. In this role, Kistler will play a... Find out more »

Alera Group Expands National Presence with Three Acquisitions

September 12, 2018
DEERFIELD, IL — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired three firms. Each of these firms has a unique role in expanding the depth and breadth of Alera Group’s resources and national reach. Burnham... Find out more »

Alera Group Expands Southeastern Presence

August 14, 2018
New Acquisition Brings More Than 100 Years of Experience to Alera Group DEERFIELD, IL — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Barnes Insurance & Financial Services (BIAFS). BIAFS is a... Find out more »

Alera Group Expands P&C Platform with Alliance Acquisition

July 10, 2018
DEERFIELD, IL (July 10, 2018) — Alera Group announced it has acquired a controlling interest in The Insurance Alliance of Central Pennsylvania (“The Alliance”), effective July 1. The Alliance provides support to 10 firms in Pennsylvania, including three firms that were previously... Find out more »

Alera Group Acquires Second Nevada Firm

June 25, 2018
DEERFIELD, IL (June 25, 2018) — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Menath Insurance. Terms of the transactions were not announced. Menath Insurance, headquartered in Incline Village, Nevada, is a... Find out more »

Alera Group’s Teddy Felker Named Business Insurance 2018 Break Out Award Winner

June 21, 2018
DEERFIELD, IL  - Teddy Felker Managing Director, Private Equity Practice for GCG, an Alera Group Company, has been named a Business Insurance 2018 Break Out Award Winner. Alera Group is a leading national employee benefits, property/casualty, risk management and wealth management firm The Break... Find out more »

DOL Releases Final Rule Expanding Association Health Plans

June 20, 2018
The U.S. Department of Labor (DOL) has issued a final rule expanding the opportunity of unrelated employers of all sizes (but particularly small employers) to offer employment-based health insurance through Association Health Plans (AHPs).  Significantly, the final rule applies “large group”... Find out more »

Alera Group Expands Southwestern Presence by Adding Nevada Firm

June 19, 2018
DEERFIELD, IL and LAS VEGAS, NV — Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Kaercher Insurance, which includes Kaercher Campbell, Kaercher Insurance Agency and Sundance Insurance. Terms of the transactions... Find out more »

Legal Alert: IRS Issues Affordability Percentage Adjustment for 2019

June 7, 2018
In Rev. Proc. 2018-34, the IRS released the inflation adjusted amounts for 2019 relevant to determining whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (“ACA’s”) employer shared responsibility provisions and premium tax credit program.  As... Find out more »

May Review and Regulatory Recap

June 1, 2018
A Note from Danielle Capilla, Alera Group's Director of Compliance - Employee Benefits The IRS modified its annual limitations on deductions for contributions to health savings accounts (HSAs) for taxpayers with family coverage under a high deductible health plan (HDHP) for the 2018 calendar... Find out more »