Legal Alert: PCORI Fees Due By July 31, 2023

June 16, 2023
Employers that sponsor self-insured group health plans, including health reimbursement arrangements (HRAs) should keep in mind the upcoming July 31, 2023 deadline for paying fees that fund the Patient-Centered Outcomes Research Institute (PCORI) via Form 720, which was recently updated and released... Find out more »

Annual Alera Group Charity Golf Classic Tops $150K

June 14, 2023
There are good reasons Alera Group President Jim Blue and Executive Administrative Assistant Carla Pope are beaming in the photo illustrating this post. The 34th annual Alera Group Charity Golf Classic — an event founded by Jim’s father and organized by Carla with the help of multiple... Find out more »

Alera Group exec receives Distinguished Estate Planner award

June 7, 2023
Deerfield, IL (June 7, 2023) — Alera Group, a top independent, national insurance, wealth services and retirement plan services firm, today announced J.R. Burke, Founding Principal of Perspective Financial Group, an Alera Group company, is the recipient of the Philadelphia... Find out more »

Alera Group Expands Services with Acquisition of Clarity Enrollment Solutions

June 6, 2023
Deerfield, IL (June 6, 2023) — Alera Group, a top independent national insurance and wealth services firm, announced today the acquisition of Clarity Enrollment Solutions, a specialized provider of benefits education and enrollment solutions. This strategic acquisition is set to bolster Alera... Find out more »

Legal Alert: IRS Announces HSA/HDHP Limits for 2024

May 25, 2023
This alert is of interest to employers that sponsor HSA-qualified plans or plans subject to the ACA out-of-pocket limits.  In Rev. Proc. 2023-23, the IRS released the inflation-adjusted amounts for 2024 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs).... Find out more »

Legal Alert: Department of Labor Releases New FMLA Poster

May 22, 2023
The United States Department of Labor has released a new, more user-friendly FMLA poster entitled Your Employee Rights Under the Family and Medical Leave Act, which can be accessed here. Employers should replace the prior, April 2016 poster with this new one as soon as possible. The poster... Find out more »

Sheridan Insurance Group Joins Alera Group

May 10, 2023
Deerfield, IL (May 10, 2023) — Alera Group, a top independent national insurance and wealth services firm, today announced the acquisition of Sheridan Insurance Group, a team of experienced professional liability specialists helping meet the insurance and risk management needs of the... Find out more »

Legal Alert: ​​​​​DOL Issues Guidance on Preventive Care Court Order 

April 24, 2023
​On March 30, 2023, the United States District Court for the Northern District of Texas issued an order in Braidwood Management  Inc. v. Becerra (“Braidwood”), vacating any and all actions taken by the DOL and other federal agencies (in the past and in the future) to implement or... Find out more »

Alera Group Acquires iPros Insurance Professionals

April 13, 2023
Deerfield, IL (April 13, 2023) — Alera Group, a top independent national insurance and wealth services firm, today announced the acquisition of iPros Insurance Professionals, a broker-focused field marketing organization specializing in Medicare Advantage, Medicare Supplements, State-Based... Find out more »

Legal Alert: Agencies Informally Indicate that the Outbreak Period Tied to the COVID-19 National Emergency Ends July 10, 2023

April 10, 2023
Updated as of April 17, 2023.  On April 10, 2023, the President signed H.J.Res. 7, which ended the COVID-19 national emergency on April 10, 2023, approximately one month earlier than anticipated. However, prior to the passage of H.J. Res. 7, the DOL and other federal agencies issued... Find out more »