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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 2017
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
11/27/2017

Closed
 Summit Financial Corporation, Summit Financial Insurance Agency Hub International Limited TPA Members Only Members Only Related Story
11/27/2017

Closed
10/30/2017		 GF Pension Corp. The Paragon Alliance Group, LLC TPA Members Only Members Only Related Story
11/3/2017

Closed
 Professional Capital Services LLR Partners BU Members Only Members Only Related Story
11/1/2017

Announced
 Ohio National Financial Services PFM IO Members Only Members Only Related Story
10/30/2017

Closed
 Retirement Strategies, Inc. Ascensus TPA Members Only Members Only Related Story
10/23/2017

Announced
 Polycomp Administrative Services, Inc. Ascensus TPA Members Only Members Only Related Story
10/19/2017

Closed
 Provident Trust Group Ascensus TPA Members Only Members Only Related Story
10/2/2017

Official
 Vestwell F-Prime Capital TPA Members Only Members Only Related Story
9/20/2017

Official
 Davidson & Garrard CapTrust IC Members Only Members Only Related Story
9/15/2017

Closed
7/1/2017		 Cleveland Hauswirth Investment Management ABG Retirement Plan Services (ABGIL) IC Members Only Members Only Related Story
9/12/2017

Closed
 Hawkins Retirement DWC — the 401(k) Experts TPA Members Only Members Only Related Story
8/22/2017

Closed
 CapTrust Advisors CapTrust IC Members Only Members Only Related Story
8/9/2017

Closed
 Guideline Investments Felicis Ventures BU Members Only Members Only Related Story
8/9/2017

Closed
7/1/2017		 Advisory Consulting Group (ACG) Strategies Capital Management (SCM) IC Members Only Members Only Related Story
8/8/2017

Closed
 Retirement Planning Inc. The Retirement Advantage, Inc. TPA Members Only Members Only Related Story
7/26/2017

Closed
 Benefits of Missouri, Inc. (BMI) Ascensus TPA Members Only Members Only Related Story
6/27/2017

Closed
7/1/2017		 Retirement Plan Administrative Service (RPAS) Ascensus TPA Members Only Members Only Related Story
6/6/2017

Closed
6/6/2017		 Kravitz, Inc. Ascensus TPA Members Only Members Only Related Story
5/11/2017

Closed
 Strong Financial Resources, Inc. Arthur J. Gallagher IC Members Only Members Only Related Story
5/10/2017

Closed
5/31/2017		 Kollman & Associates Pinnacle Plan Design TPA Members Only Members Only Related Story
5/5/2017

Closed
5/5/2017		 Summit Group Retirement LLC TPA Members Only Members Only Related Story
4/27/2017

Closed
 Downeast Pension Services (DPS) NBT Bank TPA Members Only Members Only Related Story
4/4/2017

Closed
 Windsor Financial Group CapTrust IC Members Only Members Only Related Story
3/29/2017

Closed
 Evolution Retirement Services Sikich LLP TPA Members Only Members Only Related Story
3/13/2017

Closed
 Carolina First Associates USI IC Members Only Members Only Related Story
2/7/2017

Closed
 Accelerated Benefits USI Insurance Services IC Members Only Members Only Related Story
1/17/2017

Closed
 Diversified Insurance Service USI IC Members Only Members Only Related Story
1/11/2017

Closed
 Benefit Planning & Administration The Retirement Advantage TPA Members Only Members Only Related Story
1/4/2017

Closed
 Cetera Lincoln Investment Capital Holdings, LLC IC Members Only Members Only Related Story
1/4/2017

Closed
 Vertical Management Systems NewSpring Holdings, LLC TC Members Only Members Only Related Story


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