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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 2016
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
12/20/2016

Closed
 Thomas Ball III, Daniel Peoples USI IC Members Only Members Only Related Story
12/16/2016

Closed
 Matthews Benefit Group Ascensus TPA Members Only Members Only Related Story
12/6/2016

Announced
 Northeast Retirement Services, Inc. Community Bank System, Inc. TPA Members Only Members Only Related Story
12/1/2016

Closed
 National Retirement Services Ascensus TPA Members Only Members Only Related Story
11/17/2016

Closed
 Retirement Educators Ascensus MI Members Only Members Only Related Story
11/11/2016

Closed
 Atlman & Cronin Benefit Consultants Arthur J. Gallagher & Co. IC Members Only Members Only Related Story
11/10/2016

Closed
 Compass Benefits Partners Sheridan Road Financial IC Members Only Members Only Related Story
11/3/2016

Closed
 Actuarial Consultants, Inc. CBIZ TPA Members Only Members Only Related Story
11/1/2016

Closed
 BrightScope Strategic Insight MI Members Only Members Only Related Story
9/12/2016

Closed
1/4/2017		 Marco Consulting Group Segal Rogerscasey IC Members Only Members Only Related Story
8/31/2016

Closed
 Total Benefit Services Spectrum Pension Consultants TPA Members Only Members Only Related Story
8/9/2016

Closed
 Trautman, Maher & Assocaites Northwest Plan Services TPA Members Only Members Only Related Story
8/2/2016

Closed
 Actuarial Designs & Solutions EPIC Advisors TPA Members Only Members Only Related Story
6/30/2016

Closed
9/2/2016		 Guardian Ameritas Life Insurance Corp. RK Members Only Members Only Related Story
6/21/2016

Closed
 Plan Sponsor Services Spectrum Pension Consultants TPA Members Only Members Only Related Story
6/15/2016

Closed
 McGohan Brabender Financial Everhart Advisors IC Members Only Members Only Related Story
4/20/2016

Closed
1/1/2016		 CRS EGPS TPA Members Only Members Only Related Story
4/4/2016

Closed
 The Savitz Organization CBIZ TPA Members Only Members Only Related Story
3/31/2016

Closed
3/31/2016		 RequiSight Morningstar MI Members Only Members Only Related Story
3/23/2016

Closed
 GHD Wealth Management Sequoia Financial Group IC Members Only Members Only Related Story
3/14/2016

Announced
 Honest Dollar Goldman Sachs, investment management division MI Members Only Members Only Related Story
1/12/2016

Closed
 Capital Pension Services Inc. The Retirement Advantage, Inc. TPA Members Only Members Only Related Story
1/7/2016

Announced
 Arnerich Massena SageView Advisory Group IC Members Only Members Only Related Story


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