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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 2010
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
12/28/2010

Closed
12/16/2011		 Holmes Murphy & Associates CapTrust Financial Advisors IC Members Only Members Only Related Story
12/17/2010

Announced
7/31/2011		 Marshall & Ilsley Corporation BMO Financial Group RK Members Only Members Only Related Story
11/23/2010

Announced
12/31/2010		 Bluff Point Associates Broadridge Financial Solutions TC Members Only Members Only Related Story
11/15/2010

Announced
 National Investment Managers Stonehenge Partners TPA Members Only Members Only Related Story
11/1/2010

Announced
6/30/2011		 Wilmington Trust Corporation M&T Bank Corporation TC Members Only Members Only Related Story
11/1/2010

Announced
12/1/2010		 Geller Group Sentinel Benefits & Financial Group TPA Members Only Members Only Related Story
10/25/2010

Announced
10/25/2010		 Sachem Advisors The (k)larity Group IC Members Only Members Only Related Story
10/20/2010

Closed
10/18/2010		 NextStep Defined Contribution Pension Specialists RK Members Only Members Only Related Story
9/9/2010

Closed
9/9/2010		 ORenick Companies Bukaty Companies IC Members Only Members Only Related Story
9/1/2010

Closed
9/1/2010		 Old Greenwich Consulting Group Arthur J. Gallagher & Co. IC Members Only Members Only Related Story
8/5/2010

Closed
8/8/2010		 Soltis Investment Advisors Fiduciary Network IC Members Only Members Only Related Story
8/3/2010

Announced
8/3/2010		 Benefits Unlimited Arthur J. Gallagher IC Members Only Members Only Related Story
8/2/2010

Closed
8/1/2010		 South Winds CBIZ TPA Members Only Members Only Related Story
7/29/2010

Closed
7/28/2010		 Direct Retirement Solutions Benefit Consultants Group TPA Members Only Members Only Related Story
7/20/2010

Announced
 EnnisKnupp Hewitt Associates IC Members Only Members Only Related Story
7/16/2010

Closed
1/1/2010		 Dawson Rehmann Group TPA Members Only Members Only Related Story
7/16/2010

Closed
3/1/2010		 Pension Builder Rehmann Group TPA Members Only Members Only Related Story
7/14/2010

Announced
 National Retirement Partners Inc. LPL Holdings Inc. IC Members Only Members Only Related Story
7/12/2010

Announced
 Hewitt Associates Aon Corp. RK Members Only Members Only Related Story
6/23/2010

Announced
7/1/2010		 McCready and Keene OneAmerica TPA Members Only Members Only Related Story
6/22/2010

Announced
6/4/2010		 Redwood Administrators ExpertPlan TPA Members Only Members Only Related Story
6/11/2010

Closed
6/11/2010		 Benefits Consulting Group The Retirement Advantage TPA Members Only Members Only Related Story
6/3/2010

Closed
1/1/2010		 Alford-Jungers Financial and Insurance Services, the Founders Group Retirement Benefits Group IC Members Only Members Only Related Story
6/3/2010

Closed
6/3/2010		 Hipskind Mid American Group IC Members Only Members Only Related Story
5/3/2010

Closed
5/1/2010		 Bostonian Group Marsh IC Members Only Members Only Related Story
3/15/2010

Closed
3/15/2010		 ftwilliam.com Wolters Kluwer Law & Business MI Members Only Members Only Related Story
2/16/2010

Announced
6/30/2010		 Security Benefit Corporation Guggenheim Partners 3B Members Only Members Only Related Story
1/25/2010

Closed
12/31/2009		 BRG U.S. Retirement Partners 3B Members Only Members Only Related Story
1/25/2010

Closed
12/31/2009		 Advanced Financial Strategies U.S. Retirement Partners 3B Members Only Members Only Related Story
1/8/2010

Closed
1/8/2010		 First Employee Benefits Alliance Benefit Group Carolinas TPA Members Only Members Only Related Story


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