Alera Group News

Tina Hohman, Executive Vice President and National Practice Leader of Alera Group Wealth Services, is featured in the digital publication Advisor Perspectives, sharing her insights on what growth-oriented registered investment advisors (RIAs) should consider when exploring a sale. In the January... Find out more »

Deerfield, IL (January 12, 2023) — Alera Group, a top independent national insurance and wealth services firm, today announced the acquisition of Blue Peak Insurance, a risk management and independent insurance brokerage agency, fully licensed in Pennsylvania, Ohio and West... Find out more »

Deerfield, IL (January 11, 2023) — Alera Group, a top independent national insurance and wealth services firm, today announced the acquisition of Insurance Benefits by Design (IBBD), a Colorado-based insurance agency offering customized insurance benefits for employers, individuals and... Find out more »

On December 29, 2022, the President signed the Consolidated Appropriations Act, 2023 (“CAA, 2023”), into law. The CAA, 2023, which is largely a bipartisan spending bill, sunsets provisions of the Public Health Service Act which permitted large, self-funded, non-federal... Find out more »

Deerfield, IL (January 9, 2023) — Alera Group, a top independent national insurance and wealth services firm, today announced the acquisition of Sutter, McLellan & Gilbreath, an independent insurance agency offering a full line of employee benefits and property and casualty insurance... Find out more »

Deerfield, IL (January 4, 2023)— Alera Group, a top independent, national insurance, wealth and retirement plan services firm, today announced the acquisition of Virginia Beach-based The Ascent Group and affiliated companies. The acquisition adds significant assets under management to two... Find out more »

On December 29, 2022, the President signed the Consolidated Appropriations Act, 2023  (“CAA, 2023”), into law.  The CAA 2023, which is largely a bipartisan spending bill, includes a new telemedicine safe harbor similar to that which was created under the Coronavirus Aid,... Find out more »

This alert is of interest to all employers who sponsor group health plans.  On December 23, 2022, federal agencies released ACA and CAA Implementation FAQ Part 56 which extends the December 27, 2022 deadline for Prescription Drug Data Collection Reporting (“RxDC Reporting”)... Find out more »

This alert is of interest to all employers who sponsor group health plans.  On December 23, 2022, federal agencies released ACA and CAA Implementation FAQ Part 56 which extends the December 27, 2022 deadline for Prescription Drug Data Collection Reporting (“RxDC Reporting”)... Find out more »

This alert is of interest to all applicable large employers (ALEs), as well as any non-ALEs who sponsor self-funded plans.  On December 12, 2022, the IRS released a Final Rule providing for, among other things,  an automatic 30-day extension of time for applicable large employers... Find out more »