Alera Group Expands M&A Team with New Hire

Alera Group Expands M&A Team with New Hire

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 critical part in Alera Group’s continued...
Alera Group Expands National Presence with Three Acquisitions

Alera Group Expands National Presence with Three Acquisitions

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...
Alera Group Expands Southeastern Presence

Alera Group Expands Southeastern Presence

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...
Alera Group Expands P&C Platform with Alliance Acquisition

Alera Group Expands P&C Platform with Alliance Acquisition

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...
Alera Group Acquires Second Nevada Firm

Alera Group Acquires Second Nevada Firm

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...
DOL Releases Final Rule Expanding Association Health Plans

DOL Releases Final Rule Expanding Association Health Plans

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...
Alera Group Expands Southwestern Presence by Adding Nevada Firm

Alera Group Expands Southwestern Presence by Adding Nevada Firm

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....
Legal Alert: IRS Issues Affordability Percentage Adjustment for 2019

Legal Alert: IRS Issues Affordability Percentage Adjustment for 2019

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...
May Review and Regulatory Recap

May Review and Regulatory Recap

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...