Greater Philadelphia Area
About Us
In the Philadelphia area, we have brought together six outstanding firms as Alera Group Philadelphia. This includes Pentra, HealthFirst, Somerset Capital, Vantage Point, Perspective Financial Group and HR inTune. Recently, Lamb Benefits – Employee Benefits Division joined our team. Every owner of each firm remains an equity partner in Alera Group. Our mission is to enhance our clients’ experience in tangible and measurable ways by building on the foundation of each firm. We strive to deliver the best possible outcomes—positively impacting our employees, clients, communities and the lives of people we serve.
There is a level of excitement at Alera that our clients experience through daily interactions with our team. We care about our people, our clients, our client relationships and making a difference.
Meet Our Team
People you can count on. People you can trust.
Greg Lieb
Senior Financial Analyst
Greg serves as a Benefit and Financial Analyst. Greg analyzes client data to recommend financial solutions. He prepares financial and clinical reporting while working with client account teams to examine results of financial modeling scenarios.
He assists in developing recommendations and proposing alternatives. He also supports clients by assisting with vendor evaluations and renewals.
In addition, he brings an organized and goal-driven approach to Alera Group to help manage projects toward success. Greg received a Bachelor of Science degree from Penn State University.
Favorite place to visit? Sea Isle City, NJ
If you were stranded on an island and could only bring one item, what would you bring? A boat
What is something that’s on your bucket list? Travel to every continent
Favorite song? Bohemian Rhapsody – Queen
What is your favorite T.V. show? Game of Thrones
Connie Maisch
VP of Operations
Connie Maisch is the VP of Operations at Perspective Financial Group, an Alera Group Company; she has been with the firm since 1985, dating back to its days as Lee & Associates. She is responsible for the daily operations and management necessary to ensure the firm has the proper administrative, reporting procedures and systems in place to effectively grow the firm and to ensure financial strength and operating efficiency. Connie enjoys the diversity of her position and the sense of accomplishment that comes from completing the tasks of her numerous responsibilities.
Connie has been commissioned as a Notary Public since 2002 also Medallion Signature Guarantee certified, which has proven to be helpful to our clients.
Connie and her husband David have resided in Boothwyn, Pennsylvania since 1997. They have 3 sons and 3 grandchildren.
Favorite place to visit? Jamaica
Favorite Movie? Gone with the Wind
Most interesting place you have been? Pearl Harbor Memorial Hawaii
Favorite song? Bob Marley: Three Little Birds
Favorite sports team? Penn State Football
Chris Marren
Managing Consultant
Chris serves as a Managing Consultant and brings over 25 years of industry experience with perspectives gained from both the carrier environment and national and regional consulting firms. Chris’s background includes extensive work with both insured and self-funded group medical plans, and he enjoys working with colleagues and clients to achieve the goals of their comprehensive health & welfare programs.
Prior to joining Alera, Chris held leadership roles with overall responsibility for Benefits Consulting practices, leading teams and collaborating with consultants, financial analysts and underwriters providing end to end solutions for comprehensive health & welfare programs. Chris resides in Glen Mills, PA and when not working he enjoys spending time in the mountains or at the shore with his family.
Where did you grow up? Media, Pa
Favorite place to visit? Lake Sunapee, NH
Most adventurous experience? Flying in an ultralight on Margarita Island
What is something that’s on your bucket list? The Broad Street Run
Favorite sports team? Philadelphia Flyers
Emily Martin
Senior Consultant
Emily joined the Alera Group in 2019 and serves as a Senior Consultant at the Company. She has over 15 years of successful human capital experience, and serves in a generalist role focusing on policy and procedure development, change management, compensation and benefits, and performance management.
Emily has worked with clients of a variety of sizes and industries, including the FAA, Department of Defense, and DecisionOne, Inc. Prior to becoming a consultant, Emily spent 5 years establishing and managing the HR department for a growing software development company.
Emily graduated from the College of William and Mary with a Bachelor of Arts degree in business. She was also a member of the springboard diving team.
Favorite Book? I read a lot so I have lots of favorites but my most recent is Wonder, by RJ Palacio – I read it (and then saw the movie) with my 11 year old daughter and we both loved it.
Where did you grow up? I’m originally from Philadelphia area but spent 4 years growing up in Singapore.
Where is your favorite place to eat? Anyplace that has a great burger!
Childhood nickname? M&M
First thing you would do if you won the lottery? Hop on a plane with my husband and kids to a remote beach!
Resources
Success Stories (downloads)
Captive Refesability Study for Fortune 500 Company
THE CHALLENGE Alera Group was requested to undertake a captive refeasibility study for an U.S. based multinational manufacturer of appliances with...
Enhancing a Healthcare Captive
THE CHALLENGE A non-profit multi-state health system with 35,000 employees wanted to conduct a feasibility study to determine if captive funding...
Quarry Faces Environmental Liability Query
THE CHALLENGE A large quarry operation owned a dig site that had been filled with a profusion of waste material following a mineral extraction....
An Alera Group member company based in Southern California was asked by the board of directors of a 400-unit condominium building to provide a bid...
Complicated Commercial Real Estate Portfolio
An Alera Group member company based in Southern California was retained by a commercial real estate property manager to review the insurance policies...
Persistence Secures an Infant’s Life Sustaining Treatment
An Alera Group member company that provides services focused on customized, comprehensive employee benefits, HR technology solutions, and wellness...
Start Up Benefits for a Start Up Company
Alera Group was contracted by a start-up national credit counseling company to assist with maintaining employee health benefits offerings while...
An Alera Group company that serves as a multidisciplinary employee benefits and risk management consultancy was approached by a company in the...
THE CHALLENGE Alera Group was the benefits broker for an employer that was working with two affiliated health insurance companies, “Company A”...
Our Community
Big Brothers Big Sisters Independence Region
For over 100 years, Big Brothers Big Sisters Independence Region has been positively impacting children and communities in Philadelphia, Montgomery, Chester, Delaware, Burlington, Camden, and Gloucester counties in PA and NJ. They don’t create potential in a child, they just foster and protect it.
Buck County Children’s Advocacy Center
The Bucks County Children’s Advocacy Center (CAC) provides a safe and child-friendly environment in which CAC staff, law enforcement, child welfare, prosecution, victim advocacy, medical and mental health professionals collaborate to implement effective, coordinated investigations of suspected child abuse.
With more than 2,500 reports of child abuse in Bucks County each year, the Bucks County Children’s Advocacy Center provides a setting in which children can receive timely, collaborative services from agencies mandated by law to investigate reports of child abuse. The predominant approach to child abuse investigations at the Children’s Advocacy Center is the multidisciplinary team model. This approach supports enhanced communications between the various agencies that respond to allegations of child abuse.
The Bucks County Children’s Advocacy Center strives to transform the system by providing a child-friendly setting where a skilled team of professionals come together under one roof to investigate serious child abuse allegations, conduct forensic interviews to aid in the prosecution of offenders and connect children and families with therapy and victim assistance services — always keeping the best interest of the child in mind.
Eluna Network
The mission of Eluna is to support children and families impacted by grief or addiction. Their innovative resources and programs address the critical needs of children experiencing powerful, overwhelming and often confusing emotions associated with the death of someone close to them or substance abuse in their family. No child should have to face these struggles alone, and our unique programs bring kids together to ease their pain and provide the tools to help restore hope.
Children affected by grief or addiction can feel isolated and alone. Circumstance puts them at increased risk for depression, suicide, poverty, anxiety and behavior problems. Children living in a home with addiction are also at four times the risk of developing an addiction of their own. Eluna’s programs come alongside children and their families to provide vital support helping to prevent complications that arise from unaddressed childhood bereavement and to help break the cycle of addiction in the next generation.
Eluna is dedicated to energizing new research and inspiring political advocacy that will lead to higher standards of care and positive outcomes for children in the fields of bereavement and addiction prevention. By raising awareness for these issues, Eluna reduces stigmas, improves understanding, and makes healing possible for children in need.
Alfred I. du Pont Hospital / Nemours Foundation
A gift of toys, games, books, or crafts can do wonders to brighten a child’s life while they are in the hospital or clinic waiting room. The Child Life programs at Nemours offer activities designed to help children cope with their hospital stay.
Child Life specialists in the hospitals are trained to work with children who have serious illness or are recovering from surgery — often using toys, games, and crafts to allow them to express their fears and hopes and regain a sense of mastery and control.
New, cuddly stuffed animals, hand-held video games, books, and music CDs can help to pass the time and provide a distraction from the hospital routine or clinic visit.
Manna
Manna uses nutrition to improve health for people with serious illnesses who need nourishment to heal. By providing medically tailored meals and nutrition education, we empower people to improve their health and quality of life.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Preparing for Open Enrollment: How to Engage and Educate Your Employees on Their Total Benefits Package
In this session, our experts will share guidance on setting yourself up for success during Open Enrollment.
August 21, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Q3 2025 Quarterly Compliance Webinar
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
September 9, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Q4 2025 Quarterly Compliance Webinar
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
November 4, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Legal Alert: IRS Issues Affordability Percentage Adjustment for 2026
The Internal Revenue Service (IRS) has released Rev. Proc. 2025-25, which contains the inflation adjusted amounts for 2026 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer shared responsibility provisions and premium tax credit program.
July 23, 2025
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Employee Benefits
Legal Alert: Enforcement of the HIPAA Reproductive Health Care Privacy Rule Vacated Nationwide
On June 18, 2025, a federal district court in Texas vacated a significant portion of the HIPAA Privacy Rule to Support Reproductive Health Care Privacy (“Final Rule”), which was implemented on April 24, 2024, on a nationwide basis. The Final Rule, which was implemented in response to the U.S. Supreme Court’s decision in Dobbs v. Jackson Women’s Health Organization (effectively overturning Roe v. Wade), was intended to protect the ability of individuals to receive reproductive health care when the care is provided lawfully under the circumstances without risk of an individual’s identity or health information being disclosed for purposes of state criminal, civil or administrative investigations (or for imposing liability related to lawfully providing or obtaining reproductive healthcare).
July 21, 2025
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Legal Alert: Employee Benefits Provisions in the One Big Beautiful Bill Act
On July 3, 2025, Congress passed a reconciliation bill (the “Reconciliation Act”) previously named the One Big Beautiful Bill Act, but subsequently redesignated “An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14.”
July 8, 2025
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Benchmarking: How Do Your Organization’s Employee Benefits Offerings Stack Up?
For the sixth consecutive year, Alera Group is offering a valuable piece of market intelligence: our Healthcare and Employee Benefits Benchmarking Report. We’ll introduce the 2025 edition on its release date, June 26, with a one-hour webinar beginning at 1 p.m. CT.
June 5, 2025
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