Alera Group Acquires Trinity Advisors Group
For nearly two decades, TAG has delivered qualified retirement-plan consulting to corporate clients across Greater Philadelphia. The firm is led by founder Michael McCabe, who established the company in 2006 and has been consistently recognized for his expertise in the retirement-services industry.
"Michael and his team have earned a reputation for excellence, and we're thrilled to welcome them to the Alera Group family," said Christian Mango, Executive Vice President and National Practice Leader, Retirement Plan Services. "Their deep expertise in the Philadelphia market strengthens our capabilities and accelerates our strategic growth in the Mid-Atlantic."
Following the asset purchase, TAG will operate within The Ascent Group, an Alera Group company.
"Joining Alera Group opens an exciting new chapter for our team and our clients," McCabe said. "We saw in Alera Group a culture that matches our own commitment to exceptional client service. With their expanded resources, we can deliver even greater value to plan sponsors and participants while maintaining the high-touch approach they expect."
ERISA Consultant Carmela Elco and client service professional Tracey Kirby, CPC, CPFA, will in their current roles. Terms of the transaction were not disclosed.
About Alera Group
Alera Group is an independent financial services firm with $1.5 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group's team of more than 4,500 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client's business and personal success. For more information, visit aleragroup.com and follow us on LinkedIn.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250507604830/en/
Contacts
Tina Powelltina@growintentionally.com
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
San Francisco Chronicle
an hour ago
- San Francisco Chronicle
James Hardie: Fiscal Q1 Earnings Snapshot
DUBLIN (AP) — DUBLIN (AP) — James Hardie Industries PLC (JHX) on Tuesday reported fiscal first-quarter net income of $62.6 million. On a per-share basis, the Dublin-based company said it had profit of 15 cents. Earnings, adjusted for non-recurring costs, were 29 cents per share. The results missed Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 36 cents per share. The fiber cement maker posted revenue of $899.9 million in the period, which also did not meet Street forecasts. Three analysts surveyed by Zacks expected $961.7 million. _____
San Francisco Chronicle
an hour ago
- San Francisco Chronicle
Newsmax: Q2 Earnings Snapshot
BOCA RATON, Fla. (AP) — BOCA RATON, Fla. (AP) — Newsmax Inc. (NMAX) on Tuesday reported a loss of $75.2 million in its second quarter. On a per-share basis, the Boca Raton, Florida-based company said it had a loss of 59 cents. _____
San Francisco Chronicle
an hour ago
- San Francisco Chronicle
Toll Brothers: Fiscal Q3 Earnings Snapshot
FORT WASHINGTON, Pa. (AP) — FORT WASHINGTON, Pa. (AP) — Toll Brothers Inc. (TOL) on Tuesday reported fiscal third-quarter profit of $369.6 million. On a per-share basis, the Fort Washington, Pennsylvania-based company said it had net income of $3.73. The results beat Wall Street expectations. The average estimate of seven analysts surveyed by Zacks Investment Research was for earnings of $3.59 per share. The home builder posted revenue of $2.95 billion in the period, also beating Street forecasts. Six analysts surveyed by Zacks expected $2.85 billion. _____
