Daybright Financial, an independent company offering employee benefits & retirement plans, has taken over the operations of EZTPA LLC a boutique consulting & third-party administration company for retirement plans, in a deal that is the 67th acquisition for Daybright since its inception, and its third this year. EZTPA will now become part of Daybright’s Private Sector Retirement Solutions, and this will mean that the business will enhance their plan design, administration and compliance capabilities in 401(k), profit-sharing, cash balance, defined benefit, and Solo 401(k) plans, both in Philadelphia and the wider Mide-Atlantic region. The owners at EZTPA – Adam and Wendy Hunt – will continue their roles as Management Partners of the joint venture to guarantee the continuity of operations and services to small and mid-sized employers and financial advisors with whom they have been working previously.
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Highlighting the mutual alignment and expanded resource ecosystem, Adam Hunt, Managing Partner of EZTPA, stated: “Daybright shares our commitment to personal service, practical guidance and strong client and advisor relationships. Joining Daybright gives our team access to broader retirement expertise and resources while allowing us to build on the service model that has made EZTPA successful.” Reaffirming the strategic fit within Daybright’s national retirement footprint, Megan Schneider, Chief Executive Officer of Daybright Financial, added: “We are excited to welcome Adam, Wendy and the entire EZTPA team to Daybright. EZTPA brings deep technical expertise and a personalized service model that complements our Private Sector Retirement Solutions business. Together, we can expand the retirement resources available to the employers and financial advisors we serve.” Ultimately, this acquisition strengthens Daybright’s broader mission to simplify health and financial wellness while providing EZTPA’s client network with seamless access to comprehensive enterprise retirement products and compliance infrastructure.
