About Ingham Retirement Group
<p>Founded in 1972 and headquartered in Miami, Ingham Retirement Group now operates as Daybright Financial, working with retirement plans across 40 states. The firm reports $2.3B in AUM (2026) and supports more than 7,000 plans.</p> <p>Ingham Retirement Group is a <a href="/plan-advisors">plan advisor</a> that provides retirement plan consulting along with investment advisory, recordkeeping, and actuarial services. The team includes more than 50 professionals, with ERISA attorneys, CPAs, actuaries, and fiduciary analysts.</p> <p>Core work includes plan design, administration, investment management, and participant advice. The firm also offers 3(38) investment manager services for sponsors that want discretionary oversight of plan investments.</p> <p>What sets the group apart is its in-house mix of legal, accounting, and actuarial resources paired with a fiduciary focus supported by CEFEX certification and staff members who hold the AIF® designation.</p> <ul> <li>3(38) investment manager services</li> <li>Retirement plan consulting and plan design</li> <li>Investment advisory and investment management</li> <li>Recordkeeping support</li> <li>Actuarial services</li> </ul>
Website: https://www.ingham.com/
Founded: 1972
Office Locations
- Miami, FL (Headquarters)
- Miami, FL (Headquarters)
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $2.3B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| BANKUNITED 401(K) PLAN | BANKUNITED, INC., FL | $247M | 1,673 |
| STEARNS WEAVER MILLER WEISSLER ALHADEFF & SITTERSON, P.A. 401(K) PLAN | STEARNS WEAVER MILLER WEISSLER ALHADEFF & SITTERSON, P.A., FL | $137M | 272 |
| HD&W RETIREMENT PLAN | HAWKINS, DELAFIELD & WOOD, LLP, NY | $107M | 93 |
| WICKER SMITH 401(K) PLAN II | WICKER, SMITH, OHARA, MCCOY & FORD, P.A., FL | $76M | 235 |
| KUBICKI DRAPER, P.A. 401(K) PLAN | KUBICKI DRAPER, P.A., FL | $72M | 398 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $47M | 609 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $37M | 716 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $37M | 189 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $36M | 377 |
🔒 Want to unlock and download Ingham Retirement Group's client list?
Subscribe to Basic or Premium today to reveal and download all 27 client plans.
Subscribe Today