Alera Group Expands Philadelphia Footprint with Acquisition of Simkiss & Block

December 15, 2021
Deerfield, IL (December 15, 2021)— Alera Group, a top independent, national insurance and wealth services firm, announced today the acquisition of Simkiss & Block, a leading full-service insurance and surety brokerage, risk management consultant, and financial services... Find out more »

Broker Compensation Disclosure: What Alera Group Is Doing For You

December 14, 2021
The Consolidated Appropriations Act of 2021 (the “CAA”) was signed into law on December 27, 2020, and includes several provisions impacting group health plans and health insurance issuers. Section 202 of the CAA amends Section 408(b)(2) of ERISA and creates new transparency requirements... Find out more »

Alera Group Adds Heist Insurance Agency in Latest Acquisition

Alera Group, a top independent, national insurance and wealth services firm, announced today the acquisition of Heist Insurance Agency, an independent insurance company providing excellent insurance services in Southern New Jersey and beyond. “Our service team is committed to staying... Find out more »

Alera Group Expands Property and Casualty Capabilities Through Acquisition of Erich Courant & Co.

December 13, 2021
Alera Group, a top independent, national insurance and wealth services firm, today announced it has acquired Erich Courant & Co., a leading insurance agency offering property and casualty coverage in the Tristate area and throughout the country. “Our mission is to be the most... Find out more »

Alera Group Releases 2022 Property and Casualty Market Outlook

Alera Group, a top independent, national insurance and wealth services firm, today released its 2022 Property and Casualty Market Outlook. This extensive document provides a comprehensive, future-oriented view of the property & casualty market from coast to coast, both by coverage line and... Find out more »

National Employer Pulse Study Provides Insight into the Impact of the Pandemic on Attracting and Retaining Employees, Mental Health and Return to Work Strategies

December 7, 2021
Deerfield, IL (December 7, 2021)—Alera Group, a top independent, national insurance and wealth services firm, today released the third edition of its COVID-19 Employer Pulse Survey¹. The survey offers insights into how employers are navigating employee health, benefits and... Find out more »

Tina Hohman Featured in Financial Planning

December 1, 2021
The financial industry is in constant flux. As the rules and regulations surrounding the field, financial professionals must stay on their toes as they adapt to their shifting environment. And, as of late, RIAs have been forced to adapt their fee structure to better suit their client’s... Find out more »

Alera Group Strengthens Employee Benefits Division with Acquisition of Customized Benefit Solutions, Inc. (CBSI)

November 30, 2021
Alera Group, a top independent, national insurance and wealth services firm, announced today the acquisition of Customized Benefit Solutions, Inc. (CBSI), an employee benefits and insurance firm based in Hightstown, New Jersey. “At Customized Benefit Solutions, Inc. we are dedicated... Find out more »

Legal Alert: IRS Proposes Permanent 30-day Extension to ACA Reporting Deadline

This alert is of interest to all ALEs, as well as any non-ALEs who sponsor self-funded plans.  On November 22, 2021, the IRS filed a Notice of Proposed Rulemaking (“Proposed Rule”) that among other things, provides for an automatic 30-day extension of the deadline for... Find out more »

Legal Alert: CMS Omnibus COVID-19 Healthcare Staff Vaccination Interim Final Rule

November 19, 2021
The Centers for Medicare and Medicaid Services (CMS) released an interim final rule regarding mandatory vaccinations of healthcare staff to protect against COVID-19. The interim final rule is effective as of November 5, 2021. CMS found good cause to take immediate action without comment period... Find out more »