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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 2015
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
11/5/2015

Closed
2/1/2016		 Warburg Pincus Financial Engines IC Members Only Members Only Related Story
10/1/2015

Closed
10/1/2015		 Third Party Administrators, Inc. NBT Bank TPA Members Only Members Only Related Story
9/28/2015

Announced
 J.C. Flowers Aquiline, Genstar RK Members Only Members Only Related Story
9/25/2015

Announced
 Mercer Transamerica RK Members Only Members Only Related Story
8/31/2015

Closed
8/31/2015		 Administration Partners EGPS TPA Members Only Members Only Related Story
8/12/2015

Announced
 SunGard FIS OR Members Only Members Only Related Story
7/10/2015

Closed
 Bluff Point Associates DST MI Members Only Members Only Related Story
7/2/2015

Closed
7/1/2015		 Morehead Plan Administrators Goldleaf Partners TPA Members Only Members Only Related Story
7/2/2015

Closed
 Edwin C. Blitz Investments, Inc. Kingsbury Capital Holdings, Inc. IC Members Only Members Only Related Story
7/1/2015

Closed
6/29/2015		 Lifetime HealthCare Company BPAS RK Members Only Members Only Related Story
6/30/2015

Announced
 Willis Group Holdings Towers Watson IC Members Only Members Only Related Story
6/26/2015

Closed
10/1/2015		 BMO Global Asset Management OneAmerica RK Members Only Members Only Related Story
5/31/2015

Closed
5/31/2015		 Priority Pension Services EGPS TPA Members Only Members Only Related Story
5/27/2015

Closed
 Meridian Retirement Plan Advisors NFP Retirement IC Members Only Members Only Related Story
5/6/2015

Closed
 IFS Asset International MI Members Only Members Only Related Story
4/10/2015

Closed
 BMF Knight Global IC Members Only Members Only Related Story
3/25/2015

Announced
 LearnVest Northwestern Mutual MI Members Only Members Only Related Story
3/19/2015

Closed
 GRP EPIC, Heffernan, MRP, Oswald, Perennial, RBP, StoneStreet, and Washington IC Members Only Members Only Related Story
3/13/2015

Closed
 Pensionmark Retirement Group CapTrust Financial Advisors IC Members Only Members Only Related Story
3/3/2015

Closed
3/1/2015		 Model Consulting, Inc. CBIZ, Inc. TPA Members Only Members Only Related Story
2/13/2015

Rumored
 Invest n Retire Vantage Benefits Administrators RK Members Only Members Only Related Story
2/4/2015

Closed
2/3/2015		 CDM Retirement Consultants NWPS TPA Members Only Members Only Related Story
1/30/2015

Closed
12/31/2014		 GPS Savant Capital Management TPA Members Only Members Only Related Story
1/29/2015

Closed
1/28/2015		 SPS QBI TPA Members Only Members Only Related Story
1/21/2015

Closed
4/13/2015		 M&T Bank Broadridge Financial Solutions, Inc. TC Members Only Members Only Related Story
1/20/2015

Closed
12/31/2014		 Richard Behr Bukaty Companies Financial Services IC Members Only Members Only Related Story


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