Scale opportunity Target mid to large plan sponsors and fiduciaries in the public and private sectors leveraging TRPC's open-architecture platform and wide investment choice to position Daybright Financial as a continuation of trusted administration with enhanced branding and unified service delivery.

AUM growth Emphasize cross-sell of additional administrative services and bundled solutions to the 17,000+ plans and 1.5M+ participants to deepen AUM/AUA by showcasing cost-effective, transparent governance and fiduciary support.

Digital efficiency Leverage TRPC’s cloud-ready tech stack and digital tools to offer modernized onboarding, participant portals, and reporting enhancements as value-add for consultants and sponsors seeking streamlined operations and improved participant engagement.

Brand continuity Position Daybright Financial rebrand as a seamless evolution that preserves client relationships and service levels, offering continuity while expanding capabilities in administration, recordkeeping, and advisory support.

Competitive landscape Highlight TRPC’s flexible deployment options from fully bundled to unbundled solutions to compete with peers like Ascensus and TIAA by tailoring compliance, fiduciary, and participant education services to specific sponsor needs.