Daybright Financial Acquires EZTPA, LLC

Daybright Financial announced today the acquisition of EZTPA, LLC, a retirement plan consulting and third-party administration firm, for an undisclosed amount. The transaction, which marks Daybright's 67th acquisition since its inception in 2008, will enhance the company's private sector retirement capabilities in the Mid-Atlantic region. This acquisition is also the third of 2026 for Daybright, further solidifying its commitment to expanding its service offerings in the retirement planning space.

Founded in 2016, EZTPA specializes in providing comprehensive retirement plan design, administration, and compliance support for a variety of plans, including 401(k), profit-sharing, cash balance, defined benefit, and Solo 401(k) plans. The firm has established a reputation for delivering personalized service to small and mid-sized employers and their financial advisors. By joining Daybright's Private Sector Retirement Solutions segment, EZTPA will gain access to a broader range of resources and expertise, allowing it to enhance its service model while continuing to serve its existing client base.

The strategic rationale behind this acquisition lies in Daybright's goal to simplify health and financial wellness for employers and their employees. By integrating EZTPA's specialized knowledge and personalized service approach, Daybright aims to provide enhanced retirement solutions that meet the evolving needs of its clients. The addition of EZTPA's capabilities is expected to create synergies that will benefit both the firm and its clients, particularly in the Philadelphia and broader Mid-Atlantic market.

Daybright Financial, one of the largest independent firms in the employee benefits and retirement planning sector, has consistently pursued a growth strategy through acquisitions. With a client base of over 22,000 employer groups and 3.6 million plan participants nationwide, the firm is well-positioned to leverage the added expertise from EZTPA to further strengthen its market presence. The acquisition aligns with Daybright's mission to empower clients with better choices for their financial futures.

As the retirement planning landscape continues to evolve, driven by regulatory changes and shifting employer needs, this acquisition underscores the importance of strategic partnerships in enhancing service offerings. The integration of EZTPA into Daybright's operations is likely to set a precedent for future consolidations in the sector, as firms seek to expand their capabilities in response to increasing demand for comprehensive retirement solutions. The broader market outlook remains positive, as the need for effective retirement planning continues to grow among employers and their employees.