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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 2011
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
12/30/2011 Closed 11/30/2011	Paul Massey & Associates	Noble Group	IC	Members Only	Members Only Related Story
12/21/2011 Closed 12/15/2011	Advanced Retirement Solutions	Benefit Consultants Group	TPA	Members Only	Members Only Related Story
12/17/2011 Closed 6/20/2011	Herbruck, Adler & Company	Arthur J. Gallagher & Co.	IC	Members Only	Members Only Related Story
12/8/2011 Closed	Sterling Trust Company	ExpertPlan	RK	Members Only	Members Only Related Story
12/6/2011 Closed 11/30/2011	Cobb Retirement Solutions	CapTrust Financial Advisors	IC	Members Only	Members Only Related Story
12/5/2011 Closed 12/1/2011	Riata Financial Group	U.S. Retirement Partners	IC	Members Only	Members Only Related Story
11/18/2011 Closed	fi360	Bluff Point Associates	MI	Members Only	Members Only Related Story
11/15/2011 Closed	Bluff Point	ASPire Financial Services	OR	Members Only	Members Only Related Story
11/7/2011 Closed 10/31/2011	Fringe Benefit Administrators	Lincoln Trust Company	TPA	Members Only	Members Only Related Story
11/3/2011 Closed 8/31/2011	Pension Engineers	Intac Actuarial Services	TPA	Members Only	Members Only Related Story
10/26/2011 Closed	CAI Benefits, Inc.	Benefit Plans Administrative Services, Inc.	TPA	Members Only	Members Only Related Story
10/14/2011 Rumored	ExpertPlan		RK	Members Only	Members Only Related Story
10/3/2011 Closed 10/3/2011	RWC Pensions	Retirement Solutions Group	TPA	Members Only	Members Only Related Story
9/19/2011 Closed 12/31/2011	National Life Group	Pentegra Retirement Services	TPA	Members Only	Members Only Related Story
9/8/2011 Closed 9/8/2011	OppenheimerFunds	Ascensus	BU	Members Only	Members Only Related Story
8/8/2011 Closed 7/28/2011	Sterling Bank	MBM Advisors	IC	Members Only	Members Only Related Story
7/26/2011 Closed 7/26/2011	REDW Benefits	Alliance Benefit Group	TPA	Members Only	Members Only Related Story
7/20/2011 Closed 8/31/2011	Mahoney & Associates	Mercer	IC	Members Only	Members Only Related Story
7/15/2011 Closed 8/31/2011	J.P. Morgan	CIBC	IO	Members Only	Members Only Related Story
7/7/2011 Closed 7/1/2011	Schloss & Co.	Sentinel Benefits & Financial Group	TPA	Members Only	Members Only Related Story
6/20/2011 Announced 8/20/2011	RSM McGladrey, Inc.	Pension Specialists, Inc.	TPA	Members Only	Members Only Related Story
6/16/2011 Announced 12/31/2011	ING	Capital One	BU	Members Only	Members Only Related Story
6/1/2011 Closed 6/1/2011	USD Insurance and Financial Services	U.S. Retirement Partners	3B	Members Only	Members Only Related Story
5/31/2011 Closed 5/27/2011	Independent Fiduciary Services	Arthur J. Gallagher & Co.	IC	Members Only	Members Only Related Story
5/3/2011 Closed 5/3/2011	ePlan Services	Paychex	BU	Members Only	Members Only Related Story
5/2/2011 Closed 5/2/2011	Newkirk	DST Systems	MI	Members Only	Members Only Related Story
4/12/2011 Closed 2/25/2011	Administrative Systems Inc.	Bluff Point Associates	MI	Members Only	Members Only Related Story
3/3/2011 Closed 3/3/2011	DCP	Retirement Plan Advisory Group	MI	Members Only	Members Only Related Story
3/2/2011 Closed 3/16/2011	Reish & Reicher	Drinker Biddle & Reath	MI	Members Only	Members Only Related Story
2/10/2011 Closed 12/1/2010	Castner Josephs Group	Retirement Benefits Group	IC	Members Only	Members Only Related Story
2/3/2011 Closed 2/3/2011	Alliance Benefit Group Carolinas	Pentegra Retirement Services	TPA	Members Only	Members Only Related Story
1/31/2011 Closed 1/31/2011	National Educational Services	U.S. Retirement Partners	3B	Members Only	Members Only Related Story
1/5/2011 Closed 1/5/2011	Capital Directions	Buckingham Family of Financial Services	MI	Members Only	Members Only Related Story

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