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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.

Deals from 2014 Filtered for ALL
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
12/24/2014

Closed
12/17/2014		 KMC USRP 3B Members Only Members Only Related Story
12/23/2014

Closed
4/14/2015		 New York Life Manulife Financial Corporation RK Members Only Members Only Related Story
12/17/2014

Closed
 iBEN Arthur J. Gallagher & Co. IC Members Only Members Only Related Story
12/5/2014

Closed
 The 401(k) Concierge NFP Retirement IC Members Only Members Only Related Story
11/30/2014

Closed
11/30/2014		 Gulf Benefit Consultants EGPS TPA Members Only Members Only Related Story
10/15/2014

Closed
 Newport Group Verisight RK Members Only Members Only Related Story
10/7/2014

Closed
10/1/2014		 Retirement Alliance Alerus Financial RK Members Only Members Only Related Story
9/4/2014

Closed
 Defined Contribution Advisors CapTrust IC Members Only Members Only Related Story
9/3/2014

Closed
8/26/2014		 The Kagan Company Pelion Actuarial Services TPA Members Only Members Only Related Story
8/26/2014

Closed
 PSA Insurance & Financial Services, Inc. The PFE Group IC Members Only Members Only Related Story
7/15/2014

Closed
7/11/2014		 PlanServe Data Systems, Inc. SunGard MI Members Only Members Only Related Story
7/10/2014

Closed
6/30/2014		 Klein Decisions Envestnet MI Members Only Members Only Related Story
7/7/2014

Closed
8/26/2014		 Financial Telesis, Inc. Bill Chetney, LPL MI Members Only Members Only Related Story
6/25/2014

Closed
9/3/2014		 City National Bank OneAmerica RK Members Only Members Only Related Story
6/20/2014

Closed
 Austin Ventures Genstar Capital MI Members Only Members Only Related Story
4/3/2014

Announced
 J.P. Morgan Great-West BU Members Only Members Only Related Story
1/23/2014

Closed
 DailyAccess Verisight RK Members Only Members Only Related Story
1/14/2014

Closed
1/1/2014		 San Luis Pension Consultants PenSys TPA Members Only Members Only Related Story
1/8/2014

Closed
1/2/2014		 Capella Retirement LLC TPA Members Only Members Only Related Story
1/8/2014

Closed
1/2/2014		 Capella Retirement LLC - Series Two TPA Members Only Members Only Related Story


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