Alera Group News

Blue to Focus on Revenue Growth and Integration of New Firms DEERFIELD, IL — Alera Group, a national employee benefits, property/casualty, risk management and wealth management firm, appointed Jim Blue as President, effective May 1. As President of the company, Blue’s responsibilities... Find out more »

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 »

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 »

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 »

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 »

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 »

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 »

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 »

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 »

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 »