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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The Daybright Digest • April 2026
On March 9, 2026, the IRS released two proposed rules 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 that will be available later in
2026. -
Federal District Court Formally Strikes Down 2024 Retirement Security Rule
Final judgment has been entered in the litigation concerning the 2024 final retirement security rule, formally invalidating the
rule and bringing the litigation to a close. -
Bright Benefits Brief • March 2026
The White House rolled out a health care plan as a broad framework to help Congress craft legislation to address health care cost challenges. The plan aims to lower prescription drug prices, reduce insurance premiums and redirect federal subsidies directly to Americans.
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The Daybright Digest • March 2026
On Feb. 3, 2026, the Consolidated Appropriations Act (CAA) of 2026 was signed into law, a funding package containing significant reforms for the pharmaceutical benefit manager (PBM) industry.
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.
