ATTRACT, RETAIN, AND REWARD TALENT WITH RETIREMENT BENEFITS

Retirement plan services for long-term financial wellness

Thoughtful retirement plan services help your organization compete for talent, improve loyalty and show every team member that their future matters as much as their work today.

DELIVER BENEFITS WITH TAX ADVANTAGES AND INCENTIVES

Retirement plans—a win for employers and employees

Unlock tax credits, deductions, and payroll savings with employer retirement plans while your employees build lasting financial security.

These powerful incentives make retirement plans a must-have for your retention strategy and employee financial wellness.

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PUBLIC, PRIVATE, AND NONPROFIT RETIREMENT SOLUTIONS

Retirement planning designed for every sector

Retirement plans for the public sector

Over 5,000 public-sector retirement systems exist in the U.S., some dating to the 19th century*. It’s time to keep up. While not always mandatory, many public sector employers provide retirement plans as part of their compensation package. Turnover and an aging workforce require action and incentives to keep experienced employees on your team. Our depth and breadth of experience can help.

Retirement plans for the the private sector

Attracting and retaining talent means staying ahead of your competitors with effective benefits that meet or beat industry standards. That’s not easy if you are focused on growing your business. Plus, smart plan design is critical to eliminating costly surprises at tax year end. Let us help you meet your goals.

Retirement plans for non-profits

Non-profit organizations face significant challenges in providing competitive retirement benefits to attract and retain top talent. The perceived cost and complexity of offering retirement plans can be overwhelming for many non-profits due to their limited financial resources and HR staff. We can give you options.

Explore our retirement solutions

From plan design and employee benefits consulting to administration, education, and ongoing
compliance support, choose the perfect combination of integrated employee benefits solutions that
make it easier to care for your people and your bottom line.

Strategic planning for effective retirement solutions

Strong retirement plans start with a smart strategy. Through retirement plan consulting and design, your organization gets support to clarify goals, evaluate budgets and align plan types — from 401(k), 403(b), 457(b) and 401(a) plans to Special Pay and FICA Alternative (OBRA) plans — with the needs of your workforce.

We help assess demographics, identify gaps in current employer retirement plans and recommend retirement plan solutions that balance attraction, retention and compliance. Plan features such as matching formulas, eligibility rules, automatic enrollment and vesting schedules are designed with both your business objectives and retirement planning for employees in mind. With ongoing support, you can adjust your retirement benefit solutions as your organization and workforce evolve.

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Efficient administration to reduce employer burden

Once your retirement benefit solutions are in place, administration and recordkeeping keep everything on track. Daybright’s retirement administration services and recordkeeping solutions support day-to-day tasks such as eligibility tracking, contribution processing, compliance testing, Form 5500 preparation and maintenance of participant records — whether you’re using bundled services or using Daybright as your independent Third-Party Administrator (TPA).

Accurate recordkeeping, clear audit trails and consistent communications help your employer sponsored retirement plans stay compliant and easier to manage, especially for growing organizations that need scalable corporate retirement services.

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Expertise to safeguard and grow your retirement assets

Defined benefit and other complex plan designs require deeper analysis. With defined benefits actuarial services, your organization gains access to specialists who focus on plan funding, long-term liability management and regulatory requirements, helping keep group retirement plans on a stable footing.

Investment advisory services support sponsors and advisors in designing investment menus, building and monitoring model portfolios and creating investment policies that align with fiduciary responsibilities. Participants benefit from education and tools that help them understand their options, while sponsors gain structure and insight to oversee plan investments as part of broader group retirement solutions.

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Empowering employees through clear communication

Retirement planning can feel complex for employees; clear education turns confusion into confidence. Participant education, communications and enrollment support give your team access to resources such as financial wellness meetings, tailored materials, digital platforms, calculators and FAQs — all designed to make retirement planning for employees easier to understand and act on.

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GUIDANCE AND SERVICE EVERY STEP OF THE WAY

Your retirement partner from start to finish

Our business was purposely built to offer a range of retirement options across different industry sectors. Simply.

With billions of assets under advisement and management our team comprises a nationwide group of consultants, customer service, actuaries, accountants, attorneys, and investment professionals with decades of experience who are proud locals to you and your teams.

Blend retirement plan consulting and design to shape the right strategy. Integrate third-party administration and recordkeeping to keep plans running smoothly, investment advisory services to support fiduciary oversight and participant outcomes, and ongoing education and enrollment support to keep employees engaged. Instead of juggling multiple retirement plan providers, you have one retirement consulting firm coordinating the details so your workplace retirement services feel connected from day one through ongoing administration.

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TAILORED FOR YOU

End-to-end services.

All to save you and your clients time while offering you services, resources, technology and expertise from one partner. By tapping into Daybright’s group retirement solutions, you can leverage national scale, provider relationships, and proven platforms to help reduce plan costs and streamline administration. Optimized plan design, efficient retirement administration services, and integrated recordkeeping help cut down on manual processes, minimize errors, and free your team to focus on people instead of paperwork, without sacrificing the quality of retirement benefits for employees.

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Retirement Plan FAQS

Clarity for common employer questions

Employers can choose from a range of workplace retirement plans, including 401(k), 403(b), 457(b), 401(a), Special Pay Plans, and FICA Alternative (OBRA) plans, as well as defined benefit actuarial plans — each with different features, funding rules and compliance requirements.

Yes. Retirement services are designed for organizations of many sizes, from smaller employers seeking their first company sponsored retirement plans to larger enterprises needing integrated corporate retirement plans across multiple locations. Available plan options vary by employer type.

Depending on your need, support can include consulting, administration, recordkeeping, participant education, communications and enrollment — with the option to bundle services or use targeted retirement plan solutions where you need them most. This helps reduce HR workload while maintaining strong oversight.

Retirement plan obligations vary depending on plan type and sector, but can include regulations such as ERISA and IRS rules, and in some cases state specific requirements. Administration, testing, reporting and coordination with compliance solutions support audit-ready documentation and help minimize the risk of penalties.

Yes. Retirement benefit consulting, participant education, digital tools and financial wellness resources all work together to help employees understand their options, build savings habits and feel more confident about their financial futures.

Explore our case studies

Explore how our tailored employee benefits solutions have helped organizations of all sizes and sectors enhance employee satisfaction, optimize costs, and improve retention.

  • Interload Forwarding, LLC

    Located just outside the Mexico Border in El Paso, Texas, Interload Forwarding, LLC was founded in 2007 by Richard Ibarra.

    Over the last 17 years, Richard has expanded his company—alongside his three children who now help drive growth and service—to include more than 600,000 square feet of warehousing space across El Paso and Laredo where almost 165 employees work.

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  • Two male school business officials leaning against a table in their mock courtroom.

    Commack School District

    Commack School District (the District) is an innovative, high-achieving district that is committed to preparing their students for life beyond the classroom.

    Home to eight public schools, more than 5,500 students and 460 teachers, the District has set itself apart through innovation and reimagining what the educational experience could look like.

    Learn More
  • Five people standing beside bus smiling

    Briarcliff Manor Union Free School District

    Briarcliff Manor Union Free School District, (Briarcliff Manor UFSD or the District), has three award-winning schools built in the heart of their local community. When you visit these schools, it’s clear just how special they are.

    From new renovations that facilitate open collaboration between students and staff to the camaraderie you feel between
    everyone there—it’s clear the District has a serious commitment to the wellness of their staff, students and community.

    Learn More

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