Alera Group’s Lisa Allen Named to IRS Advisory Council

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Lisa Allen has been named to the IRS' newly expanded IRS Advisory Council (IRSAC)

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Lisa’s expertise in tax matters and public employee benefit management undoubtedly will prove to be beneficial in informing tax policy issues being discussed by IRSAC.

Lisa Allen, Vice President of Regulatory Affairs at Relph Benefit Advisors, an Alera Group Company, has been named to the Internal Revenue Service’s (IRS) newly expanded IRS Advisory Council (IRSAC).

Allen – whose credentials include CAPPP, CHRS, CFC, and CAS and who recently earned the Certificate of Achievement in Public Plan Policy (CAPPP) through the International Foundation of Employee Benefit Plans (IFEBP) – will serve on IRSAC’s Tax Exempt and Government Entities (ACT) Sub-Committee. She will also be called into the Wage Committee for discussions regarding the Affordable Care Act (ACA).

The IRS recently expanded IRSAC’s role to include areas previously covered by both ACT and the Information Reporting Program Advisory Committee (IRPAC). The combined advisory group will provide a more unified platform for representatives of the tax community and the IRS to discuss pressing issues in tax administration.

“Lisa’s expertise in tax matters and public employee benefit management undoubtedly will prove to be beneficial in informing tax policy issues being discussed by IRSAC,” says Bob Relph, President of Relph Benefit Advisors, an Alera Group Company.

“Lisa provides a great example of the way in which Alera’s people are making a difference,“ adds Jim Blue, President of Alera Group. “Her insights regarding taxpayer service, enhancements in enforcement, and technology utilization will help IRSAC in providing an important voice for the information reporting and tax-exempt communities.”

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

About Relph Benefit Advisors
Relph Benefit Advisors (RBA) is a US top 50 large group employee benefits broker, and the largest independent employee benefits firm in Upstate New York since 1965. RBA invites you to Experience Relief as we resolve the challenges you face in providing and administering employee benefits. We assist our clients in controlling their medical plan costs, providing paperless and pain-free benefits administration, audit-proof compliance, comprehensive wellness programs, employee education and claims support. For more information visit relphbenefitadvisors.com.

About Alera Group
Based in Deerfield, IL, Alera Group has more than 1,500 employees serving more than 20,000 clients nationally in employee benefits, property/casualty, risk management and wealth management. Alera Group was created by the merging of 24 high-performing, entrepreneurial firms across the United States and is the nation’s 15th largest independent insurance agency and the 7th largest independent employee benefits firm. For more information, visit http://www.aleragroup.com or follow Alera Group on Twitter: @AleraGroupUS.

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Jessica Tiller
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