Alera Group News

Stay informed and keep up to date with our latest news and updates

Alera Group’s Mary Delaney shares insights on GLP-1 use in Benefits Pro article

Alera Group’s Vital Incite office is one of the great differentiators that sets us apart from other national firms and employee benefits practices. Vital Incite Managing Partner Mary Delaney recently demonstrated her office’s expertise on the hot topic of weight-loss medications with an article in the popular online publication Benefits Pro.

May 22, 2024

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IRS Releases 2025 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits

In Rev. Proc. 2024-25, the IRS released the inflation-adjusted amounts for 2025 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.

May 13, 2024

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Alera Group Acquires Trimble-Batjer

Deerfield, IL (May 9, 2024) — Alera Group, a top national insurance and financial services firm, announced today the acquisition of Texas-based Trimble-Batjer.

May 9, 2024

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Alera Group Acquires HealthSure

Deerfield, IL (April 11, 2024) — Alera Group, a top national insurance and financial services firm, announced today the acquisition of Texas-based HealthSure. Founded in 1998 by Barry Couch, HealthSure serves rural healthcare organizations as an independent agency specializing in risk consulting and insurance solutions.

April 11, 2024

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Kyle Samuel Joins Alera Group as Executive Vice President of National Operations

Deerfield, IL (April 10, 2024) — Alera Group, a top independent national insurance and financial services firm, announced today the appointment of Kyle Samuel as Executive Vice President of National Operations.

April 10, 2024

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Alera Group Enhances Pooled Employer Plan Retirement Solution

Deerfield, IL (April 8, 2024) — Alera Group, a leading independent national insurance and financial services firm, announced enhancements to the three-year-old Alera Group Pooled Employer Plan to align with the needs of its rapidly growing client base.

April 8, 2024

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Alera Group Launches Small Market Retirement Plan Solution

Deerfield, IL (March 28, 2024) — Alera Group, a top independent national insurance and financial

services firm, announced today the launch of a workplace retirement plan solution designed for

organizations with fewer than 100 employees. The Retirement Plan Services division of Alera Group has

partnered with Vestwell to build a comprehensive solution for businesses, bringing large-plan services

businesses of all sizes.

March 28, 2024

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Legal Alert: RxDC Reporting Due June 1

Reminder: RxDC Reporting Due June 1

With the 2023 reference year RxDC reporting deadline approaching soon, plan sponsors should familiarize themselves with recent updates to the RxDC Reporting Instructions.

March 27, 2024

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Alera Group Appoints Sarah Sheckells as Chief Human Resources Officer

Deerfield, IL (January 31, 2024) — Alera Group, a top independent national insurance and financial services firm, announced today the appointment of Sarah Sheckells as Chief Human Resources Officer (CHRO).

January 31, 2024

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