Our Areas of Expertise

Employee Benefits

Capabilities include cost containment and plan design, benefits administration, compliance, employee communication, benefits technology and vendor management.

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Property & Casualty

Capabilities include property and casualty insurance, corporate and individual risk management, environmental liability expertise and M&A services.

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Wealth Management

Capabilities include financial planning, retirement planning, investment advice, personal insurance, estate planning and brokerage services.

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Recent Updates From Alera Group


Alera Group Acquires Comprehensive Benefit Administrators

Aug 08, 2019
Alera Group, a leading national insurance firm, today announced its acquisition of Comprehensive Benefit Administrators (CBA), effective August 1, 2019. Terms of the transaction were not disclosed. CBA, located in Norwell, Massachusetts, creates benefits programs that are focused on exceeding... Read More

IRS Issues Affordability Percentage Adjustment for 2020

Jul 24, 2019
The Internal Revenue Service (IRS) has released Rev. Proc. 2019-29, which contains the inflation adjusted amounts for 2020 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer shared responsibility... Read More

IRS Expands HSA Preventive Care Safe Harbor to Include Chronic Conditions

Jul 19, 2019
IRS Expands HSA Preventive Care Safe Harbor to Include Chronic Conditions On July 17, 2019, the Internal Revenue Service (IRS) released Notice 2019-45, which expands the definition of preventive care benefits that can be provided by a high deductible health plan (HDHP) to include certain chronic... Read More



27 Aug Captives
@ 11:00 am CDT
Join us for our Captives Update webinar! Further details will be available when we are closer to this... More Info
28 Aug
Techniques & Methods
in Actuarial Science
@ 11:00 am CDT
Join John Marshall, Senior Actuary and Principal at Windsor Strategy Partners, as he provides an update on new techniques and... More Info
12 Sep
Benefits Benchmarking
@ 11:00 am CDT
Join us for the Philadelphia Benefits Benchmarking Workshop! During this workshop, you will: Be provided with an in-depth... More Info
24 Sep
MBWL & AleraHR
Quarterly Webinar
@ 11:00 am CDT
Join Stacy Barrow and Danielle Capilla for a webinar reviewing this quarter's compliance updates! You won't want to... More Info

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Alera Group

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