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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 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
11/30/2014

Closed
11/30/2014		 Gulf Benefit Consultants EGPS TPA 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
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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