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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How to Use Claims Data to Plan Open Enrollment
Claims data shows how employees actually use their benefits. Here’s how to spot trends, shape benefits strategy, and sharpen open enrollment messaging.
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October 15th Deadline: What Employers Need to Know About Part D Notices and Form 5500 Extensions
Employers face an Oct. 15, 2026 deadline for Medicare Part D creditable coverage notices and extended Form 5500 filings. Here’s who’s affected and what to do.
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Daybright Financial Appoints Beau Adams as President
ISELIN, N.J., September 16, 2026 – Daybright Financial today announced that Beau Adams has joined the company as President, reporting to Chief Executive Officer Megan Schneider.
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8 Tips for Effective 2027 Open Enrollment Communication
Effective open enrollment communication starts early, uses more than one channel, and keeps benefits information simple. The eight tips below help employers explain benefits clearly, reach employees wherever they work, and support confident decisions before the 2027 plan year begins.
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.
