We're Rebranding

Pension Planning Consultants is becoming Daybright Financial—part of a unified rebrand of our parent company, U.S. Retirement & Benefits Partners, and all its firms. While our name is changing, there are no changes to how you contact us or access your account. You’ll continue working with the same team, committed to helping you reach your retirement goals. To learn more, visit Daybright.com.

Annual Administration Information

HomeAnnual Information Gathering

Pension Administration Annual Information Gathering

Provided below are some forms commonly used for Retirement Plan Annual Administration.

Census Template Instruction Sheet

Census
Template

New Requirements for Long-Term
Part-Time Employees

2025
Benefit Limits

Roles and Responsibilities