Providing Comprehensive & Innovative Insurance Solutions for Education Risks & Beyond
We are passionate about our clients’ success in the areas of employee benefits, property and casualty, risk management and wealth management.
PRODUCTS & SERVICES
Our Areas of Expertise
Property and Casualty
Products, tools and services that help you mitigate risk, control costs and protect what matters most.
Business Insurance
Personal Insurance
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Employee Benefits
Optimized solutions to help grow and protect your business.
Personal partnerships in finance, compliance, technology, communications and more.
National collaboration across market segments, industries and practice areas.
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HR Consulting Services
Meaningful well-being programs improve attraction and retention
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News
Alera Group Appoints Wendy Booth as Director of Select Personal Lines
Alera Group, a top independent national insurance and financial services firm, today announced the appointment of Wendy Booth as Director of Select Personal Lines, the firm’s new middle-market personal lines platform serving more than 180,000 Alera Group clients nationwide.
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Alera Group Named to 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies
Company Recognized for 52% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent Businesses
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Alera Group 2026 Midyear Update: Commercial Property and Casualty Insurance Rates Stabilize as Insurer Competition Rises
Midyear Property and Casualty Market Update finds increased insurer competition, stabilizing rates and greater opportunities for buyers while casualty lines remain challenging
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Legal Alert: IRS Adjusts Health Flexible Spending Account and Other Benefit Limits for 2027
The Internal Revenue Service (IRS) recently released Revenue Procedure 2026-35, which increases the health flexible spending account (FSA) salary reduction contribution limit to $3,500 for plan years beginning in 2027, an increase of $100 from 2026. Thus, for health FSAs with a carryover feature, the maximum carryover amount is $700 (20% of the $3,500 salary reduction limit) for plan years beginning in 2027. When carrying over funds from 2026 to 2027, 20% of the $3,400 salary reduction limit for 2026 is $680.
November 10, 2026
Learn MoreLegal Alert: Recent Federal Compliance Updates for Health and Welfare Plans
The federal agencies have recently released several pieces of guidance that are of interest to employers who sponsor group health plans and dependent care assistance programs (DCAPs). The following describes these recent updates in more detail.
October 7, 2026
Learn MoreLegal Alert: Medicare Part D Notice Reminder
Employers that provide prescription drug coverage must disclose to plan participants (including COBRA participants) who are eligible for Medicare Part D whether the prescription drug coverage provided under the group health plan is creditable or non-creditable. Employers should send the notices by October 15.
October 5, 2026
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