Daybright Financial Strengthens Retirement Solutions with EZTPA Acquisition
On September 10, 2026, Daybright Financial proudly announced the acquisition of EZTPA, LLC, a specialized firm in retirement plan consulting and third-party administration. This pivotal transaction represents Daybright’s 67th acquisition since its inception in 2008 and marks its third purchase in the year 2026 alone. With the acquisition, Daybright aims to enhance its retirement capabilities in the Mid-Atlantic region, further solidifying its position in the financial services sector.
EZTPA has established itself as a reliable partner for both employers and financial advisors since its founding in 2016, offering comprehensive services in retirement plan design, administration, and compliance. Their offerings encompass a variety of plans including 401(k), profit-sharing, cash balance, defined benefit, and Solo 401(k) plans. This breadth of services aligns seamlessly with Daybright’s mission of simplifying health and financial wellness, thereby promoting better decision-making for clients
With EZTPA joining Daybright’s Private Sector Retirement Solutions segment, the union will provide enhanced retirement plan administration, consulting, and compliance expertise across Philadelphia and the broader Mid-Atlantic area. Adam Hunt, Managing Partner of EZTPA, expressed enthusiasm about this collaboration, noting, "Daybright shares our commitment to personal service, practical guidance, and strong relationships with clients and advisors. Joining forces with Daybright grants our team access to additional retirement expertise and resources, amplifying the successful service model we have established at EZTPA.”
Continuity is key in this transition, as Adam Hunt and Wendy Hunt will retain their roles as Managing Partners of EZTPA. This ensures that existing clients and advisor partners will continue to engage with the same knowledgeable team they have relied on thus far. Megan Schneider, Chief Executive Officer of Daybright Financial, expressed her excitement to welcome the EZTPA team, stating that their deep technical know-how and personalized service model delicately complement Daybright’s existing offerings. Together, they are tasked with expanding the retirement resources available to the diverse clientele they serve.
In addition to enhancing its service portfolio, this acquisition opens new avenues for EZTPA clients and advisor partners, granting them access to a wider range of Daybright retirement products, services, and expertise when appropriate. Through this strategic move, Daybright Financial affirms its commitment to being a leader in the retirement planning landscape, advocating for the financial security of employers and individuals alike.
For those unfamiliar, EZTPA is recognized as a boutique retirement plan consulting and administrative firm, skillfully catering to the needs of small and mid-sized employers alongside their financial advisors. The company’s innovative approach includes the EZSOLO(k) service, aimed at providing an electronic Solo 401(k) plan document specifically designed for self-employed individuals, independent contractors, and owner-only businesses.
Established in 2008, Daybright Financial has aggressively expanded its footprint through strategic acquisitions, growing into one of the largest independent, privately-held firms specializing in employee benefits, retirement plans, and associated compliance requirements in the nation. With a reputation for fostering trusted relationships within communities and holding the "Best Places to Work – USA" certification, Daybright now serves over 22,000 employer groups and 3.6 million plan participants nationwide.
In conclusion, the acquisition of EZTPA not only complements Daybright's existing capabilities but also marks a significant step forward in its mission to advocate for both health and financial wellness. As both firms unite, clients can expect an enriched experience marked by personalized service and an expansive suite of retirement solutions designed to meet their evolving needs.
EZTPA has established itself as a reliable partner for both employers and financial advisors since its founding in 2016, offering comprehensive services in retirement plan design, administration, and compliance. Their offerings encompass a variety of plans including 401(k), profit-sharing, cash balance, defined benefit, and Solo 401(k) plans. This breadth of services aligns seamlessly with Daybright’s mission of simplifying health and financial wellness, thereby promoting better decision-making for clients
With EZTPA joining Daybright’s Private Sector Retirement Solutions segment, the union will provide enhanced retirement plan administration, consulting, and compliance expertise across Philadelphia and the broader Mid-Atlantic area. Adam Hunt, Managing Partner of EZTPA, expressed enthusiasm about this collaboration, noting, "Daybright shares our commitment to personal service, practical guidance, and strong relationships with clients and advisors. Joining forces with Daybright grants our team access to additional retirement expertise and resources, amplifying the successful service model we have established at EZTPA.”
Continuity is key in this transition, as Adam Hunt and Wendy Hunt will retain their roles as Managing Partners of EZTPA. This ensures that existing clients and advisor partners will continue to engage with the same knowledgeable team they have relied on thus far. Megan Schneider, Chief Executive Officer of Daybright Financial, expressed her excitement to welcome the EZTPA team, stating that their deep technical know-how and personalized service model delicately complement Daybright’s existing offerings. Together, they are tasked with expanding the retirement resources available to the diverse clientele they serve.
In addition to enhancing its service portfolio, this acquisition opens new avenues for EZTPA clients and advisor partners, granting them access to a wider range of Daybright retirement products, services, and expertise when appropriate. Through this strategic move, Daybright Financial affirms its commitment to being a leader in the retirement planning landscape, advocating for the financial security of employers and individuals alike.
For those unfamiliar, EZTPA is recognized as a boutique retirement plan consulting and administrative firm, skillfully catering to the needs of small and mid-sized employers alongside their financial advisors. The company’s innovative approach includes the EZSOLO(k) service, aimed at providing an electronic Solo 401(k) plan document specifically designed for self-employed individuals, independent contractors, and owner-only businesses.
Established in 2008, Daybright Financial has aggressively expanded its footprint through strategic acquisitions, growing into one of the largest independent, privately-held firms specializing in employee benefits, retirement plans, and associated compliance requirements in the nation. With a reputation for fostering trusted relationships within communities and holding the "Best Places to Work – USA" certification, Daybright now serves over 22,000 employer groups and 3.6 million plan participants nationwide.
In conclusion, the acquisition of EZTPA not only complements Daybright's existing capabilities but also marks a significant step forward in its mission to advocate for both health and financial wellness. As both firms unite, clients can expect an enriched experience marked by personalized service and an expansive suite of retirement solutions designed to meet their evolving needs.
Topics Financial Services & Investing）
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