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401kWire's Deal Sheet
Filter by Deal Type
All
OR = Outsourced Recordkeeping
BU = Bundled
RK = Recordkeeping Only
IO = Investment Only
3B = 403(b)
TPA = Third Party Administrator
IC = Investment Consultant/RIA
TC = Trust/Custody
DB = Defined Benefit
MI = Miscellaneous
The information on deals listed on this table was gathered from a variety of industry sources deemed relevant by the 401kWire staff. However, not all of the information has been directly confirmed by the 401kWire. To submit information contact Editors@401kWire.com.

All Deals from 2006
Change Year:
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 		Filter for:
All OR BU RK IO 3B TPA IC TC DB MI
Reported Seller Buyer Type Value $mm Description
12/22/2006

Closed
3/31/2007		 Nationwide Financial - The 401(k) Company Charles Schwab Corp. RK Members Only Members Only Related Story
12/21/2006

Closed
 Balser Companies National Financial Partners MI Members Only Members Only Related Story
12/5/2006

Closed
12/1/2006		 Southeastern Employee Benefits Services Paychex TPA Members Only Members Only Related Story
11/30/2006

Closed
 US Bank Great-West Life & Annuity Insurance Company RK Members Only Members Only Related Story
11/14/2006

Closed
4/30/2007		 Alliance Benefit Group Mid Atlantic BenefitStreet TPA Members Only Members Only Related Story
11/1/2006

Closed
3/13/2007		 Clark Consulting Clark & Wamberg TPA Members Only Members Only Related Story
10/10/2006

Closed
 Sequoia Financial Advisors WealthPoint, Inc. IC Members Only Members Only Related Story
10/10/2006

Closed
 TPGR Daily WealthPoint, Inc. RK Members Only Members Only Related Story
10/10/2006

Closed
 Scott, Tellier & Co. WealthPoint, Inc. TPA Members Only Members Only Related Story
10/2/2006

Closed
9/21/2006		 The Rains Group Arthur J. Gallagher & Co. IC Members Only Members Only Related Story
9/29/2006

Closed
1/12/2007		 Plan Advisory Services Captrust Financial Advisors IC Members Only Members Only Related Story
9/28/2006

Closed
 401(k) Advisors National Financial Partners IC Members Only Members Only Related Story
9/5/2006

Closed
 CCA Strategies LLC JP Morgan Retirement Plan Services DB Members Only Members Only Related Story
9/1/2006

Closed
9/1/2006		 Baden Retirement Plan Services Clark Consulting TPA Members Only Members Only Related Story
8/31/2006

Closed
 Aspen Pension Administrators SaveDaily TPA Members Only Members Only Related Story
8/10/2006

Closed
9/1/2006		 Lawrence Johnson & Associates Milliman, Inc. TPA Members Only Members Only Related Story
8/10/2006

Closed
 Olson & Swenson Inc. Habif, Arogeti & Wynne, LLP - TEGRA Financial Partners TPA Members Only Members Only Related Story
8/7/2006

Closed
1/8/2007		 Gail Weiss & Associates TD Ameritrade TC Members Only Members Only Related Story
8/1/2006

Open
 SunGard Transaction Network Fidelity Investments TC Members Only Members Only Related Story
7/26/2006

Closed
 WM Group of Funds The Principal Financial IO Members Only Members Only Related Story
7/26/2006

Closed
7/31/2006		 Ceridian's recordkeeping and administration business The Newport Group RK Members Only Members Only Related Story
7/12/2006

Closed
 Avenir Equity National Retirement Partners IC Members Only Members Only Related Story
7/12/2006

Closed
 401k Advisors USA National Retirement Partners IC Members Only Members Only Related Story
7/12/2006

Closed
 Castner & Josephs Retirement Group National Retirement Partners IC Members Only Members Only Related Story
7/12/2006

Closed
 Clear Point Financial Services National Retirement Partners IC Members Only Members Only Related Story
7/12/2006

Closed
 DFI Advisors National Retirement Partners IC Members Only Members Only Related Story
7/5/2006

Closed
 KPMG - Acumen Financial Group AIG VALIC MI Members Only Members Only Related Story
6/26/2006

Closed
 MetLife Insurance Great-West Life & Annuity Insurance Company RK Members Only Members Only Related Story
6/21/2006

Closed
 ProNvest Inc. SunGard IC Members Only Members Only Related Story
5/3/2006

Closed
6/1/2006		 Ameriprise Financial Wachovia RK Members Only Members Only Related Story
4/25/2006

Closed
7/10/2006		 Invesmart, Inc. Standard Insurance Company RK Members Only Members Only Related Story
4/21/2006

Closed
 Arnold and Company TMG National Holdings TPA Members Only Members Only Related Story
4/13/2006

Closed
 United Advisors National Financial Partners IC Members Only Members Only Related Story
4/10/2006

Closed
 Resources for Retirement National Penn Capital Advisors IC Members Only Members Only Related Story
2/17/2006

Closed
 Caterpillar Funds T. Rowe Price IO Members Only Members Only Related Story
2/16/2006

Closed
 Federated's Edgewood Services TrustConnect Matrix Settlement & Clearance Services TC Members Only Members Only Related Story
2/14/2006

Closed
 Capital Trust Company of Delaware AST Trust Company TC Members Only Members Only Related Story
2/8/2006

Closed
 Total Benefit Communications Bisys Retirement Services MI Members Only Members Only Related Story
2/7/2006

Closed
 Franklin Templeton Investments Great West Life - Fascore OR Members Only Members Only Related Story


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