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Alera Group’s Lisa Allen Invited to Join U.S. Department of Labor’s ERISA Advisory Council

Allen is Only Expert Chosen to Represent the Insurance Industry

Lisa Allen, Senior Compliance Consultant at Alera Group, has been named to the U.S. Department of Labor’s ERISA Advisory Council in the Insurance category. Her appointment is effective immediately and concludes December 31, 2022.

The ERISA Advisory Council is a federal advisory committee and subject to the Federal Advisory Committee Act (FACA). The Department of Labor cited Allen’s depth and breadth of experience with ERISA as the reason she was selected.

“Lisa’s expertise in tax matters and employee benefit compliance management – two extraordinarily complicated topics – will help shape the federal government’s regulations and rulings going forward,” says Danielle Capilla, Vice President of Compliance, Employee Benefits at Alera Group.

“When the U.S. Department of Labor needed one expert to represent the entire insurance industry, they intentionally invited an Alera Group compliance expert. We are proud that our people and our company are making a significant and noteworthy difference in compliance for employers everywhere,” said Sally Prather, Executive Vice President and Employee Benefits Practice Leader at Alera Group.

Allen – whose credentials include CAPPP, CHRS, CFC, and CAS and who earned the Certificate of Achievement in Public Plan Policy (CAPPP) through the International Foundation of Employee Benefit Plans (IFEBP) – also serves on the IRS Advisory Council’s Tax Exempt and Government Entities (ACT) Sub-Committee. 

Allen brings more than 25 years of employee benefits experience to her role as Alera Group’s legal and regulatory compliance subject matter expert. She manages regulatory updates and client council regarding ERISA, Section 125, the Affordable Care Act, and employee eligibility.

Allen is a frequent speaker for the WNY National Association of Health Underwriters (NAHU), New York State Society for Human Resource Management (SHRM), several area Chambers of Commerce, NAHU, Benefit Advisors Network, (BAN), Employer Council on Flexible Compensation (ECFC), and the International Foundation of Employee Benefits Plans (IFEBP), and the National Assocation of Professional Women, among others.

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About Alera Group

With over 80 locations across the country and more than 2,000 teammates, Alera Group works together to deliver solutions in employee benefits, property and casualty, retirement services and wealth management. Built on a unique model of collaboration, Alera Group is now the 17th largest independent insurance agency in the United States. For more information, visit www.aleragroup.com.