Alera Group’s Lisa Allen Earns Public Plan Policy Certification

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IFEBP’s Certification Provides Instruction on Public Employee Management at Policy-Making Level

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At Alera, our people make the difference. Lisa is a valuable resource for all of our clients, but with her new CAPPP designation, she will be an even greater asset particularly to our public sector clients.

Lisa Allen, CAPPP, CHRS, CFC, CAS, Vice President of Regulatory Affairs at Relph Benefit Advisors, an Alera Group Company, has earned the Certificate of Achievement in Public Plan Policy (CAPPP) through the International Foundation of Employee Benefit Plans (IFEBP).

The classes, held at the University of Chicago, allow participants to acquire a widespread knowledge base addressing the concepts and current trends in the legal, legislative, plan design and fiduciary aspects of public sector benefit plans.

“Lisa has never been the type of individual to settle. Instead, she constantly looks for ways to better herself, and the services she provides clients. We are proud of Lisa for earning this new designation, which will provide her with a comprehensive understanding of public employee benefit management at the policy-making level,” says Bob Relph, President of Relph Benefit Advisors, an Alera Group Company. “This CAPPP designation is of particular importance as many entities consider self-funded benefits.”

“At Alera, our people make the difference. Lisa is a great example of the exemplary, high-quality professionals who serve our clients day in and day out,” says Jim Blue, President of Alera Group. “Lisa is a valuable resource for all of our clients, but with her new certification, she will be an even greater asset particularly to our public sector clients.”

Continues Blue, “It’s important that we provide relief to all of our clients as well as provide knowledge and insight in an ever changing regulatory landscape.”

Allen brings over 25 years of employee benefits experience to her role as the 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 member of the IRS Information Reporting Program Advisory Council (IRPAC) and Employer Information Reporting Burden/Reduction Sub-Committee. She 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, to name a few. She is also the Chair of the BAN Compliance Committee, and a Member of the ECFC Conference 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

About Alera Group
Based in Deerfield, IL, Alera Group has more than 1,000 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 or follow Alera Group on Twitter: @AleraGroupUS.

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Jessica Tiller
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