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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Daybright Financial Acquires EZTPA, LLC
ISELIN, N.J., September 10, 2026 – Daybright Financial today announced the acquisition of EZTPA, LLC, a retirement plan consulting and third-party administration firm serving employers and financial advisors. The transaction marks Daybright’s 67th acquisition since its founding in 2008 and its third acquisition of 2026.
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2027 open enrollment checklist
Everything employers need to check before 2027 open enrollment: ACA affordability at 10.22%, new HSA and HDHP limits, required notices, and fertility benefit options.
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Daybright Digest – September 2026
The IRS set the 2027 ACA affordability percentage at 10.22%, up from 9.96%. See what it means for employer contribution strategy, plus a new DOL delivery rule.
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K-12 benefits planning: A first-60-days checklist for school district leaders
Midyear is a good time to take stock. There is enough of the plan year behind you to see what is working, and enough runway ahead to change course before the 2027 open enrollment season.
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.
