Alera Group announces the selection and deployment of the TIFIN @Work AI-powered workplace benefits and wealth management platform. Alera Group’s Retirement Plan Services practice has integrated TIFIN @Work with its FinWell Connect financial wellness program. Together, these platforms offer comprehensive financial support to employees and create growth opportunities for advisors.
November 25, 2024
Read moreDeerfield, IL (November 21, 2024) — Alera Group, a top national insurance and financial services firm, today announced that that is has acquired Team Alvarez Insurance Services, a full-service field marketing organization specializing in Medicare Advantage and Supplemental Health Insurance.
November 21, 2024
Read moreDeerfield, IL (November 14, 2024) — Alera Group, a top national insurance and financial services firm, announced today an expansion of its Boston-area presence with the acquisition of Strategic Retirement Plan Consultants (SRPC), adding approximately $800 million of retirement plan assets under advisements for Alera Group’s Retirement Plan Services division.
November 14, 2024
Read moreOn September 9, 2024, the DOL, IRS and HHS released a final rule for the Requirements Related to the Mental Health Parity and Addiction Equity Act (MHPAEA Final Rule). The MHPAEA Final Rule is similar to the proposed rule released on July 25, 2023, with some marked differences. While the MHPAEA Final Rule is effective as of November 22, 2024, the requirements become enforceable at different times.
October 28, 2024
Read moreDeerfield, IL (October 24, 2024) — Alera Group, a top national insurance and financial services firm, announced today an expansion of its Massachusetts presence with the acquisitions of Pittsfield, Massachusetts-based Berkshire Fairfield Insurance Agency and Scarafoni Financial Group (ST Insurance). The addition expands Alera Group’s work in Employee Benefits, Property and Casualty Insurance and Retirement Plan Services.
October 24, 2024
Read moreDeerfield, IL (October 24, 2024) — Alera Group, a top national insurance and financial services firm, is pleased to announce the addition of industry-leading experts Sara Carroll and Ken Rhoads. Carroll and Rhoads have joined the organization as Private Equity Diligence Team Leads to help continue building and enhancing Alera Group’s capabilities in the Private Equity (PE) space.
October 24, 2024
Read moreDeerfield, IL (September 26, 2024) — Alera Group, a top national insurance and financial
services firm, announced today the acquisition of Insurance Underwriters Ltd. (IUL), an
insurance agency offering risk management and insurance solutions including business
insurance, surety bonds, personal insurance and employee benefits.
September 26, 2024
Read moreDeerfield, IL (September 10, 2024) — Alera Group’s 2024 Property and Casualty Market Update
reveals that the U.S. insurance market is beginning to stabilize, reflecting a shift from the previous period of volatility.
September 10, 2024
Read moreAlera Group, a top national insurance and financial services firm, announced today the acquisition of Minnesota-based Advanced Capital Group (ACG). The acquisition adds $24 billion in retirement plan and wealth assets.
September 5, 2024
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