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 »

How Your Peers and Competitors are Responding to COVID-19

When the world went into lockdown in March 2020, few expected the pandemic that necessitated such emergency measures would still be with us 21 months later. Yet on the eve of Thanksgiving 2021, in the state where the holiday originated, the lead story in the... 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 »

Wellbeing Resources: Navigating Family Conflict, Sticking to a Holiday Budget and More

November 23, 2021
Happy (almost) Thanksgiving! When it comes to wellbeing, employers often find themselves challenged by how to approach a shift from a traditional wellness model to a comprehensive and holistic program that supports the whole person. Here's how we can help.  Career... 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 »

Schwartz Insurance Agency Joins Alera Group in Latest Acquisition

November 18, 2021
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of Schwartz Insurance Agency, an Arizona based firm specialized in commercial insurance. “We focus on our clients’ objectives and then apply our knowledge, experience... Find out more »

Alera Group Acquires California’s McSherry & Hudson Insurance Services

November 16, 2021
Alera Group, a top independent, national insurance and wealth management firm, announced today the acquisition of McSherry & Hudson Insurance Services, an independent, full-service insurance brokerage firm offering property and casualty, industry-specific risk management, surety, loss... Find out more »

Legal Alert: OSHA ETS for COVID-19 Vaccine and Testing Stayed By 5th Circuit Court of Appeals

On September 9, 2021, President Biden announced that he ordered OSHA to develop an emergency temporary standard (ETS) that would require private employers with 100 or more employees to mandate that employees either receive one of the three available COVID-19 vaccines or submit to weekly COVID-19... Find out more »

Legal Alert: An Employer’s Guide to Preparing for the 2021 OSHA ETS Vaccine Mandate

November 15, 2021
On September 9, 2021, President Biden announced that he ordered OSHA to develop an emergency temporary standard (ETS) requiring private employers with 100 or more employees to mandate that employees either receive one of the three available COVID-19 vaccines or submit to weekly COVID-19 testing. On... Find out more »

Personal Umbrella Insurance: Peace of Mind to Enjoy the Life You’ve Earned

November 12, 2021
By most standards, Lisa and Joe are living the American dream. Hard-working professionals, they have three children, a pet chocolate Lab, a combined annual income of about $450,000, a 10-room colonial in the suburbs and a cabin in the mountains — about a three-hour drive from their primary... Find out more »