Alera Group Adds Cate-Russell Insurance in Latest Acquisition

Alera Group Adds Cate-Russell Insurance in Latest Acquisition

Alera Group, a top independent, national insurance and wealth services firm, announced today that through its Propel Insurance team, they have acquired Cate-Russell Insurance, an independent insurance agency offering business, personal and benefits insurance....
Alera Group Acquires Foa & Son

Alera Group Acquires Foa & Son

Alera Group, a top independent insurance and wealth services firm, announced today the acquisition of Foa & Son, an international insurance broker based in New York City.  “Foa & Son is excited to join Alera and build on our 161 years of protecting...
Peter Caine Joins Alera Group as Executive VP, Operations

Peter Caine Joins Alera Group as Executive VP, Operations

Alera Group, a top independent, national insurance and wealth services firm, today announced that Peter Caine has joined the organization as Executive Vice President, Operations, effective January 3, 2022. In this new role, reporting to Alera Group’s Chief...
Compliance Matters: 30-Day Grace Period Election Myth

Compliance Matters: 30-Day Grace Period Election Myth

Myth:  Employees may change their pre-tax election if they do so within 30 days of when the election first becomes effective.  Ex: Peanut’s Pro Shop has open enrollment from 11/1-11/15 and benefi ts become effective 1/1. Peanut’s Pro Shop allows...