401kWire:

401kWire:

Login | Join | About 401kWire | Who We Are | Advertise

The insiders' edge for defined contribution executives!

An InvestmentWires Pub

401kWire Member Login

	Got Tips?
Share news, a press release or gossip.

Get Your Daily

About 401kWire

Learn more about why 401k Industry Insiders from around the world get Wired each and every day.

Need Access?

To register with InvestmentWires and read our stories call
212-331-8968.

Contact

The 401kWire.com

14 Wall Street

20th Floor

New York, NY 10005

212-331-8995

Published by

InvestmentWires

40 Wall Street

28th Floor

New York, NY 10005

212-331-8999

401kWire's Deal Sheet

Filter by Deal Type

OR = Outsourced Recordkeeping

RK = Recordkeeping Only

IO = Investment Only

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 2008
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
12/24/2008 Closed 12/24/2008	Stanton Group	Arthur J. Gallagher	IC	Members Only	Members Only Related Story
12/16/2008 Closed 12/16/2008	Asset International	Austin Ventures	MI	Members Only	Members Only Related Story
11/10/2008 Closed 10/31/2008	DML Benefits	The Retirement Advantage	TPA	Members Only	Members Only Related Story
10/28/2008 Closed 11/17/2008	The Bank of Missouri	ExpertPlan	OR	Members Only	Members Only Related Story
10/22/2008 Closed 10/22/2008	Claymore Securities	ExpertPlan	OR	Members Only	Members Only Related Story
10/16/2008 Rumored	MetLife	Great-West Retirement Services	OR	Members Only	Members Only Related Story
10/16/2008 Closed 10/16/2008	ING	Sunsuper	MI	Members Only	Members Only Related Story
10/3/2008 Closed 12/31/2008	Wachovia	Wells Fargo	BU	Members Only	Members Only Related Story
10/3/2008 Announced	AIG		BU	Members Only	Members Only Related Story
10/2/2008 Closed 10/2/2008	Pension Technical Services	National Investment Managers	TPA	Members Only	Members Only Related Story
10/1/2008 Closed 9/30/2009	BenefitStreet	Kathleen Hopper	MI	Members Only	Members Only Related Story
9/23/2008 Closed 9/23/2008	Madison Benefits Group	Higginbotham & Associates	IC	Members Only	Members Only Related Story
9/17/2008 Closed 9/17/2008	ClearCreek Financial Group	U.S. Retirement Partners	TPA	Members Only	Members Only Related Story
9/14/2008 Closed 1/1/2009	Merrill Lynch	Bank of America	BU	Members Only	Members Only Related Story
9/8/2008 Closed 9/5/2008	BenefitStreet	QBI, LLC	TPA	Members Only	Members Only Related Story
9/5/2008 Closed 8/22/2008	BenefitStreet	ClearBenefits	MI	Members Only	Members Only Related Story
9/2/2008 Closed 6/30/2008	Stephen H. Greenberg & Associates	U.S. Retirement Partners	TPA	Members Only	Members Only Related Story
9/2/2008 Closed 6/30/2008	F.R. Owen & Associates	U.S. Retirement Partners	TPA	Members Only	Members Only Related Story
9/2/2008 Closed 6/30/2008	Eschels Financial Group	U.S. Retirement Partners	TPA	Members Only	Members Only Related Story
8/19/2008 Closed 8/19/2008	Retirement System Group Inc.	Pentegra Retirement Services	TPA	Members Only	Members Only Related Story
8/19/2008 Closed 8/15/2008	BenefitStreet	Eugene Schloss	TPA	Members Only	Members Only Related Story
8/11/2008 Closed 8/11/2008	The MHK Group	National Retirement Partners	IC	Members Only	Members Only Related Story
8/11/2008 Closed 8/11/2008	The Winn Gringas Financial Group	National Retirement Partners	IC	Members Only	Members Only Related Story
7/17/2008 Closed 7/17/2008	Alan N. Kanter & Associates	National Investment Managers	TPA	Members Only	Members Only Related Story
7/16/2008 Closed 7/1/2008	WESPAC	Focus Financial Partners	TPA	Members Only	Members Only Related Story
7/9/2008 Announced 7/9/2008	BenefitStreet	BPA-Harbridge; PSA Insurance and Financial Services	TPA	Members Only	Members Only Related Story
7/8/2008 Closed 7/1/2008	Elliott Davis	ABG Carolinas	TPA	Members Only	Members Only Related Story
7/7/2008 Announced 7/7/2008	J&W Seligman	Ameriprise	IO	Members Only	Members Only Related Story
7/7/2008 Announced 7/7/2008	Retirement Plan Advantage	ABG Carolinas	TPA	Members Only	Members Only Related Story
7/1/2008 Announced 7/1/2008	Alaska Pension Services	National Investment Managers	TPA	Members Only	Members Only Related Story
6/30/2008 Closed 6/30/2008	RGS & Associates	Alliance Benefit Group Financial Services	MI	Members Only	Members Only Related Story
6/25/2008 Closed 10/13/2008	UBS	Wilmington Trust	TC	Members Only	Members Only Related Story
6/9/2008 Announced 6/9/2008	Noble Retirement Group	NRP	IC	Members Only	Members Only Related Story
5/19/2008 Closed 5/19/2008	Pioneer Investments	AIG	RK	Members Only	Members Only Related Story
5/12/2008 Closed 5/12/2008	FFoA and Avenir Equity	StoneStreet Equity	IC	Members Only	Members Only Related Story
5/7/2008 Closed 5/7/2008	MPAY	ExpertPlan	OR	Members Only	Members Only Related Story
5/5/2008 Closed 5/5/2008	RSI	Arthur J. Gallagher	IC	Members Only	Members Only Related Story
5/2/2008 Announced	CitiStreet	ING Financial	BU	Members Only	Members Only Related Story
4/16/2008 Closed 9/15/2008	AMR Corp.	Lighthouse Holdings	IO	Members Only	Members Only Related Story
4/7/2008 Closed 4/2/2008	BenefitStreet	Nelson Chia and Renee Chia	TPA	Members Only	Members Only Related Story
4/2/2008 Closed 3/31/2008	Capital Retirement Strategies	CapTrust Financial Advisors	IC	Members Only	Members Only Related Story
3/24/2008 Closed 1/31/2008	Fiduciary Consulting Group	Chalk 401(k) Advisory Board	IC	Members Only	Members Only Related Story
3/5/2008 Closed 3/5/2008	Corporate Planning Systems	Kibble & Prentice	IC	Members Only	Members Only Related Story
3/3/2008 Closed 3/3/2008	BenefitStreet	Shareholder Service Group	MI	Members Only	Members Only Related Story
3/3/2008 Announced	EAInvest Securities	Shareholder Services Group	TPA	Members Only	Members Only Related Story
2/29/2008 Closed 2/29/2008	the Institute for Wealth Management	ePlan Services	OR	Members Only	Members Only Related Story
2/29/2008 Closed 2/29/2008	Investment Advisors International	ePlan Services	OR	Members Only	Members Only Related Story
2/28/2008 Closed 2/28/2008	Fortress Wealth Management	MJM401k	IC	Members Only	Members Only Related Story
2/28/2008 Announced	First Mercantile Trust Co.	MassMutual	RK	Members Only	Members Only Related Story
2/25/2008 Closed 3/31/2008	Retirement Marketing Services	Mutual of Omaha	MI	Members Only	Members Only Related Story
2/1/2008 Closed 2/1/2008	Yanni Partners	Arthur J. Gallagher	IC	Members Only	Members Only Related Story
1/31/2008 Announced	American Stock Transfer Company - AST Capital Trust	Wilmington Trust	TC	Members Only	Members Only Related Story
1/25/2008 Closed 1/14/2008	Jim Poekert & Associates	The Weiss Group	TPA	Members Only	Members Only Related Story
1/10/2008 Closed 1/10/2008	SEI	Ascensus	OR	Members Only	Members Only Related Story
1/10/2008 Announced 1/10/2008	SEI	Ascensus	OR	Members Only	Members Only Related Story

White Paper-- Align Sales and Service Teams

Click Tabs for Most ...

More From Past 30 Days �

Go to Complete List �

401kWire

© All rights reserved to InvestmentWires, Inc. 1997-2025
40 Wall Street | 28th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998

Privacy Policy :: Terms of Use