Small to mid-size focus Target DKYoung’s size (11-50 employees) and regional footprint (Texas and Michigan) to position affordable, scalable retirement and benefits administration solutions suitable for mid-market firms seeking compliant, streamlined processes.

Benefit program expansion Leverage their expertise in Defined Contribution, Defined Benefit, Section 125, COBRA/HIPAA, and HSA/HRA programs to cross-sell enhanced benefits design, administration, and compliance services to existing clients and adjacent industries.

Outsourced HR synergies Highlight opportunities to bundle HR consulting with benefits administration, including policy design, employee communications, HIPAA compliance, and handbook development for clients aiming to modernize and centralize HR operations.

Tech-enabled delivery Capitalize on their cloud and automation stack (Google Cloud, CDN, Tag Manager, HTTP/3) to offer scalable, secure digital onboarding, benefit elections, and admin workflows as a differentiator in client proposals.

Regional growth play Position as a growth partner for Texas and Michigan employers seeking retirement and benefits expertise, opening doors with midsize companies that value compliance, cost management, and personalized service.