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.
40
locations
22,000+
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.
Case Studies
Learn how health and financial planning has positively impacted our clients’ businesses — and their people.
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IRS Releases ACA Pay-or-Play Penalties for 2027
On May 4, 2026, the IRS released updated penalty amounts for 2027 related to the employer shared responsibility (“pay-or-play”) rules under the Affordable Care Act (ACA).
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The Daybright Digest • May 2026
The Centers for Medicare and Medicaid Services (CMS) has released a final rule that exempts accountbased plans, such as health reimbursement arrangements (HRAs) and health flexible spending accounts
(FSAs), from Medicare Part D disclosure requirements. -
2026 Employee Benefits: Why Employer Health Strategies Are at a Turning Point
Employer-sponsored benefits are entering one of the most disruptive periods in more than a decade.
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Bright Benefits Brief • April 2026
President Donald Trump recently launched TrumpRx.gov, a federally operated website to help individuals buy prescription medications at discounted cash prices.
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.
