Alera Group Wealth Services Acquires Benson Blackburn

November 2, 2022
Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and wealth services firm, today announced the acquisition of Benson Blackburn, a Naples, Florida-based specialized insurance consultancy with a focus on ultra-affluent families and... Find out more »

Legal Alert: IRS Adjusts Health Flexible Spending Account and Other Benefit Limits for 2023

October 20, 2022
On October 18, 2022, the Internal Revenue Service (IRS) released Revenue Procedure 2022-38, which increases the health flexible spending account (FSA) salary reduction contribution limit to $3,050 for plan years beginning in 2023, an increase of $200 from 2022.  Thus, for health FSAs with a... Find out more »

Alera Group Acquires Murray Insurance Agency, Boosting Health Insurance Services

October 19, 2022
Alera Group, a top independent national insurance and wealth services firm, today announced the acquisition of Murray Insurance Agency, a health insurance company serving Florida.   “At Murray Insurance Agency, our primary goal is to find affordable solutions for all our... Find out more »

Alera Group Strengthens Personal Income Protection Solutions with Acquisition of NPC Benefits

October 18, 2022
Alera Group, a top independent national insurance and wealth services firm, today announced the acquisition of NPC Benefits, a specialty insurance consulting firm providing personal income and wealth protection plans to employees, associations, executives and professionals. Based in Atlanta,... Find out more »

IRS Releases Final Rule to Fix ACA’s Family ‘Glitch’

October 17, 2022
On October 13, 2022, the IRS finalized regulations (the “Final Rule”) intended to revise the method of determining affordability under the Affordable Care Act (ACA) for an employee’s family members by considering whether the coverage offered by the employer to the employee and... Find out more »

Alera Group Acquires Haylor, Freyer & Coon, Inc.

Alera Group, a top independent national insurance and wealth services firm, announced today the acquisition of Haylor, Freyer & Coon, Inc., a top 100 independently owned insurance agency providing insurance and risk management solutions. “At Haylor, Freyer & Coon our reputation has... Find out more »

Alera Group Retirement Plan Services Names Christian Mango National Practice Leader

September 6, 2022
Alera Group Retirement Plan Services today welcomes Christian Mango, AIF®, AIFA® as Executive Vice President and national practice leader of its Retirement Plan Services division. Mango brings more than 25 years of financial industry and leadership experience to the... Find out more »

Legal Alert: Agencies Issue Guidance Regarding Coverage of Family Planning Services and Emergency Contraceptives Under the Affordable Care Act After Dobbs

August 12, 2022
On July 28, 2022, the DOL, HHS and the IRS (collectively, the “Agencies”) released FAQs About Affordable Care Act Implementation Part 54, which, according to the Agencies, is intended to make it clear that, despite the Supreme Court’s ruling in Dobbs, the ACA’s... Find out more »

Legal Alert: IRS Issues Affordability Percentage Adjustment for 2023

August 8, 2022
The Internal Revenue Service (IRS) has released Rev. Proc. 2022-34, which contains the inflation-adjusted amounts for 2023 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer shared responsibility... Find out more »

Lumity, Inc. Joins Alera Group in Latest Acquisition

August 4, 2022
Alera Group, a top independent national insurance and wealth services firm, announced today the acquisition of Lumity, Inc., a data-driven consulting company providing a modern solution for better benefits and bringing transparency and accountability to the health insurance ecosystem. “At... Find out more »