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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5 Employee Benefits Trends Shaping 2026
Employee benefits are undergoing a significant transformation in 2026. Rising health care costs, evolving pharmaceutical
trends, legislative changes and shifting worker expectations are reshaping employee benefits. -
Use Innovative Healthcare Care Plan Design to Manage Rising Costs
Managing rising healthcare costs has been a longstanding challenge for employers. After moderating during the pandemic, costs began accelerating again, and 2026 will see the highest projected increase in 15 years.
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The Daybright Digest • January 2026
On Dec. 2, 2025, the IRS issued Notice 2025-68 announcing upcoming regulations and providing initial guidance regarding
Trump Accounts. Created by the One Big Beautiful Bill Act, Trump Accounts are a new type of tax-favored savings account for children under the age of 18. -
Trump Administration Proposes Improvements to Health Plan Transparency Requirements
On Dec. 19, 2025, the U.S. Departments of Labor, HHS, and Treasury proposed a rule to improve price transparency for non-grandfathered health plans and insurers.
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.
