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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 2007
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
12/28/2007

Closed
1/1/2008		 Retirement Consulting Actuaries Principal Financial DB Members Only Members Only Related Story
12/20/2007

Closed
4/1/2008		 Merrill Lynch - Alliance Business of Princeton Retirement Group Hartford Life RK Members Only Members Only Related Story
12/17/2007

Announced
 ICC Plan Solutions Matrix Financial Solutions MI Members Only Members Only Related Story
12/13/2007

Closed
3/4/2008		 Sun Life Retirement Hartford Life RK Members Only Members Only Related Story
12/12/2007

Closed
1/2/2008		 TopNoggin Hartford Life DB Members Only Members Only Related Story
11/28/2007

Closed
12/31/2007		 Union Bank of California Prudential Financial RK Members Only Members Only Related Story
11/16/2007

Announced
 Yanni Partners Arthur J. Gallagher & Co. IC Members Only Members Only Related Story
11/14/2007

Closed
11/14/2007		 Todd Consulting Inc. Newport Group IC Members Only Members Only Related Story
10/19/2007

Announced
 Watson Wyatt Horizon Actuarial Services, PBI Actuarial Consultants DB Members Only Members Only Related Story
8/1/2007

Closed
 Franklin Templeton Great West/FASCore RK Members Only Members Only Related Story
7/24/2007

Announced
 Transamerica Life OneAmerica/AUL Retirement 3B Members Only Members Only Related Story
7/19/2007

Closed
7/18/2007		 Technical Answer Group (TAGData) Wolters Kluwer Law & Business MI Members Only Members Only Related Story
7/12/2007

Closed
7/11/2007		 AXA Financial - Frontier Trust Company Bisys Retirement Svs (Ascensus) TC Members Only Members Only Related Story
7/2/2007

Closed
7/2/2007		 DPA Inc. & MasterPlan Advisors Standard Retirement Services TPA Members Only Members Only Related Story
6/28/2007

Closed
1/18/2008		 Rydex Investments Security Benefit IO Members Only Members Only Related Story
6/25/2007

Announced
 Nationwide - Morley Financial Services Principal Financial IO Members Only Members Only Related Story
5/25/2007

Announced
 Fiserv Investment Support Services TD Ameritrade TC Members Only Members Only Related Story
5/2/2007

Closed
1/1/2008		 Bisys Retirement Services JC Flowers & Co. RK Members Only Members Only Related Story
4/10/2007

Closed
 iQuickPay Pension Online MI Members Only Members Only Related Story
2/22/2007

Closed
 Hand Benefits & Trust Benefit Plans Administrative Services (Community Bank System) TPA Members Only Members Only Related Story
2/8/2007

Announced
 Elite Benefits Insurance Marketing Services Arthur J. Gallagher & Co. IC Members Only Members Only Related Story
2/5/2007

Closed
 Oberlin Financial Corp National Retirement Partners MI Members Only Members Only Related Story
2/1/2007

Closed
 Marsh & McLennan - Putnam Investments Power Financial (Great-West Lifeco) IO Members Only Members Only Related Story
1/10/2007

Closed
 Benefit Dynamics National Investment Managers TPA Members Only Members Only Related Story


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