Nurturing employee health & financial wellness.
Helping employers across industry sectors address their talent, recruitment and retention challenges with employee benefits and workplace retirement plans.
It’s that simple.
Building financial futures.
Helping employees and their families build bright financial futures with retirement, investment and insurance planning services.
It’s that simple.
Growing your business.
Third-party administrators grow their businesses with the right platforms, resources and processes.
It’s that simple.
Employers
Providing comprehensive options across industry sectors for employee benefits and workplace retirement plans.
Financial
Advisors
Offering innovative investment selections, employee enrollment and account management tools.
TPA
Owners
Helping plan administrators boldly grow their businesses with better platforms, resources and processes.
Individuals &
Families
Simplifying the complex landscape of saving, investing, insurance, benefits and retirement.
35+
locations
18,000+
employer clients
3.6M
plan
participants
$900M+
in premiums
$125B+
aum/aua
Your people.
Today and tomorrow.
Helping you take care of the health and financial wellness of your #1 resource.
Stay connected. Be informed.
Our Process
Our process ensures that you take care of the health and financial wellness* of your people. EASY AS 1, 2, 3
News & Insights
The benefits and retirement world is constantly changing. We’ll keep you up to date.
Your Stories
Learn how health and financial planning has positively impacted our clients’ businesses — and their people.
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The Daybright Digest • December 2025
Many employee benefits are subject to annual dollar limits that are updated for inflation before the beginning of each calendar year.
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2025 Year-end Checklist for Employee Benefit Plans
Although the end of the year is a busy time, employers should continue to prioritize compliance requirements for their employee benefit plans.
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2026 Benefit Plan Limits: What’s New?
It’s that time of year again—benefit plan limits are getting a refresh for 2026!
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The Daybright Digest • November 2025
On Oct. 9, 2025, the IRS released Revenue Procedure 2025-32 (Rev. Proc. 25-32), which includes 2026’s inflation-adjusted limits
for health flexible spending accounts (FSAs).
Strength through collaborative partnerships.
We proudly sponsor, partner with or are members of valued organizations across the country that are committed to collaboration and community.
