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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 2008 Filtered for TPA
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
11/10/2008

Closed
10/31/2008		 DML Benefits The Retirement Advantage TPA Members Only Members Only Related Story
10/2/2008

Closed
10/2/2008		 Pension Technical Services National Investment Managers TPA Members Only Members Only Related Story
9/17/2008

Closed
9/17/2008		 ClearCreek Financial Group U.S. Retirement Partners TPA Members Only Members Only Related Story
9/8/2008

Closed
9/5/2008		 BenefitStreet QBI, LLC TPA Members Only Members Only Related Story
9/2/2008

Closed
6/30/2008		 Stephen H. Greenberg & Associates U.S. Retirement Partners TPA Members Only Members Only Related Story
9/2/2008

Closed
6/30/2008		 F.R. Owen & Associates U.S. Retirement Partners TPA Members Only Members Only Related Story
9/2/2008

Closed
6/30/2008		 Eschels Financial Group U.S. Retirement Partners TPA Members Only Members Only Related Story
8/19/2008

Closed
8/19/2008		 Retirement System Group Inc. Pentegra Retirement Services TPA Members Only Members Only Related Story
8/19/2008

Closed
8/15/2008		 BenefitStreet Eugene Schloss TPA Members Only Members Only Related Story
7/17/2008

Closed
7/17/2008		 Alan N. Kanter & Associates National Investment Managers TPA Members Only Members Only Related Story
7/16/2008

Closed
7/1/2008		 WESPAC Focus Financial Partners TPA Members Only Members Only Related Story
7/9/2008

Announced
7/9/2008		 BenefitStreet BPA-Harbridge; PSA Insurance and Financial Services TPA Members Only Members Only Related Story
7/8/2008

Closed
7/1/2008		 Elliott Davis ABG Carolinas TPA Members Only Members Only Related Story
7/7/2008

Announced
7/7/2008		 Retirement Plan Advantage ABG Carolinas TPA Members Only Members Only Related Story
7/1/2008

Announced
7/1/2008		 Alaska Pension Services National Investment Managers TPA Members Only Members Only Related Story
4/7/2008

Closed
4/2/2008		 BenefitStreet Nelson Chia and Renee Chia TPA Members Only Members Only Related Story
3/3/2008

Announced
 EAInvest Securities Shareholder Services Group TPA Members Only Members Only Related Story
1/25/2008

Closed
1/14/2008		 Jim Poekert & Associates The Weiss Group TPA Members Only Members Only Related Story


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