Alera Group Retirement Plan Services Acquires Fraser Group

Alera Group Acquires Fringe Benefit Analysts

July 28, 2021

Professional Services

Alera Group, a national insurance and wealth management firm, has acquired Fringe Benefit Analysts, a Utah-based employee benefits and insurance consulting firm with five locations. The Fringe Benefit Analysts team will remain in place; terms were not disclosed. The acquisition expands Alera Group’s employee benefits capabilities and presence in Utah.

Alera Group Acquires Benefit Commerce Group

August 14, 2019

Insurance

Alera Group, a national insurance brokerage and wealth management firm, has acquired Benefit Commerce Group, an employee benefits consulting firm based in Scottsdale, Arizona. Benefit Commerce Group will continue operating under its name as an Alera Group company; terms were not disclosed. The acquisition expands Alera's employee benefits consulting capabilities and strengthens its national footprint.

Alera Group Acquires Trinity Advisors Group

May 13, 2025

Financial Services

Alera Group has acquired West Chester-based Trinity Advisors Group, a retirement plan consulting firm, in an asset purchase to expand Alera's Mid-Atlantic retirement plan capabilities. TAG will operate within The Ascent Group, an Alera company; terms were not disclosed.

Alera Group Acquires Cambridge Benefit Solutions

April 20, 2020

Insurance

Alera Group, a national employee benefits, property & casualty, retirement services and wealth management firm, acquired Cambridge Benefit Solutions (Chandler, Arizona) effective April 1, 2020. Cambridge Benefit Solutions will join Alera Group through its local affiliate Benefit Commerce Group in Scottsdale to expand local capabilities and offer clients broader national resources; terms were not disclosed.

Alera Group Acquires Fall River Employee Benefits

March 1, 2020

Insurance

Alera Group, a national employee benefits and insurance firm based in Deerfield, Illinois, acquired Fall River Employee Benefits, a Denver-based benefits brokerage, effective March 1, 2020. Fall River will join Alera through Benefit Commerce Group to expand Alera's capabilities and regional presence on the Colorado Front Range; terms were not disclosed.

Alera Group Acquires Advanced Capital Group

September 5, 2024

Financial Services

Alera Group, a national insurance and financial services firm based in Deerfield, Illinois, has acquired Minnesota-based Advanced Capital Group (ACG). The deal adds $24 billion in retirement plan and wealth assets to Alera's Retirement and Wealth Services business (bringing the division to $45 billion); terms were not disclosed.