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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 2012
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
12/21/2012

Closed
12/31/2012		 Columbus Retirement Advisors Findley Davies TPA Members Only Members Only Related Story
12/4/2012

Closed
 Titan Insurance and Employee Benefits Agency U.S. Retirement Partners 3B Members Only Members Only Related Story
11/20/2012

Closed
1/16/2013		 ExpertPlan Ascensus RK Members Only Members Only Related Story
11/9/2012

Closed
5/2/2013		 ING U.S. The public BU Members Only Members Only Related Story
10/31/2012

Closed
 Waddell & Reed Financial First Allied Holdings IC Members Only Members Only Related Story
10/25/2012

Closed
10/1/2012		 Archimedes Systems Inc. Wealth Management Systems Inc. MI Members Only Members Only Related Story
10/5/2012

Closed
 Suncoast Pension and Benefits Group ExpertPlan TPA Members Only Members Only Related Story
9/26/2012

Closed
 WD Financial Pensionmark IC Members Only Members Only Related Story
9/12/2012

Closed
 Bay Colony Partners CapTrust Financial Advisors IC Members Only Members Only Related Story
9/4/2012

Closed
1/2/2013		 The Hartford MassMutual BU Members Only Members Only Related Story
7/19/2012

Closed
6/30/2012		 Piedmont Independent Fiduciaries Celia Rafalko IC Members Only Members Only Related Story
7/18/2012

Closed
 Benefit Solutions Corp. Lincoln Trust TPA Members Only Members Only Related Story
6/14/2012

Closed
 The Pension Specialists ExpertPlan RK Members Only Members Only Related Story
6/8/2012

Closed
 Retirement Plan Solutions TrueNorth IC Members Only Members Only Related Story
4/23/2012

Closed
 ASPire Financial Services FTV Capital RK Members Only Members Only Related Story
3/21/2012

Announced
 The Hartford BU Members Only Members Only Related Story
3/16/2012

Closed
1/3/2012		 Benefit Systems, Inc. 401 Plans TPA Members Only Members Only Related Story
2/7/2012

Announced
 Old Mutual Asset Management Goldman Sachs Asset Management IO Members Only Members Only Related Story
2/3/2012

Closed
2/3/2012		 Cassidy Retirement Group P-Solve IC Members Only Members Only Related Story
2/3/2012

Closed
2/3/2012		 Rogerscasey Segal Advisors, Inc. IC Members Only Members Only Related Story
2/3/2012

Closed
2/1/2012		 Charter Oak Pension Group ACG Associates TPA Members Only Members Only Related Story
2/1/2012

Announced
 Union Bank U.S. Bank National Association TC Members Only Members Only Related Story
1/31/2012

Closed
1/1/2012		 Thesco Retirement Planning Services Alliant Insurance Services IC Members Only Members Only Related Story
1/24/2012

Closed
 Brown Edwards & Associates' Alliance Benefit Group-Pentegra TPA Members Only Members Only Related Story
1/9/2012

Closed
1/3/2012		 AGS Benefits Group, NFP Dreyfuss & Birke NFP IC Members Only Members Only Related Story
1/6/2012

Closed
 OMNI Group U.S. Retirement Group TPA Members Only Members Only Related Story
1/6/2012

Closed
12/31/2011		 Stratford Advisory Group Pavilion Financial Corporation IC Members Only Members Only Related Story


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