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JANUARY 6, 2009		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Musing About 2010 and Reflecting on 2009     THE PAST 18 months have raised more questions than answers. Regardless of the serious issues facing the financial services industry, specifically in the mutual fund business, more than ever it’s good to be in the Defined Contribution market.  Here are some observations about what to expect for the coming year and beyond... Read More         401kExchange Launches New Site Features Website Adds a One-Stop Solution for Advisors Researching Providers       We are proud to announce that two new sections have been launched on 401kexchange.com.  They will benefit financial advisors by increasing their efficiency in both researching providers and tailoring proposals to meet specific plan sponsor needs.   Featured Retirement Solution Providers:  Finding providers with the right mix of products and services has never been easier.  The Retirement Solutions Providers section features comprehensive profiles of leading record keeper and bundled solution providers in the intermediary sold space.  Each firm profile provides in-depth information on the featured provider, identifying the markets they serve, investment options supported, and other key differentiating factors that help advisors make more educated choices about the companies and products they choose for plan sponsor clients. Provider profiles also provide direct contact information to regional wholesalers or internal sales support for immediate Assistance.   To view individual profiles you must be a registered user.  Advisors may register by clicking <here>.   Provider representatives may register by clicking <here>.   We are adding new provider profiles as this section develops so bookmark it and check back regularly.   Premier Investment Providers in recent years, select investment providers have made a dedicated effort to focus on the needs of advisors that serve the retirement plan market place, offering both DC specific investment options and value added services and support to retirement plan advisors. Through this section, you can view complete profiles of investment providers and make direct contact with regional or internal sales and support personnel!   To view individual profiles you must be a registered user.  Advisors may register by clicking <here>.   Provider representatives may register by clicking <here>.       From Last Week's Exchange Following the Money Can Make You Dizzy     ONE OF THE MOST common questions we get is, when will the 401kExchange Opportunity Index return to normal?  The Index, which is a measure of the percentage of plans that indicate the likelihood to change their record keeper, currently sits below 3% as compared to more normal levels at 5-6%.  Though record keepers are... Read More       Prospect Pipeline APPOINTMENTS Over $90 Million in 401(k) Set Appointments Available! Appointments are currently available for sale with Plan Sponsors who want to meet face to face on a specific date and time. All appointments listed in the Weekly Exchange are subject to, but not limited to assignment, rescheduling or cancellation. These appointments are listed and available on a first-come-first-serve basis. These Leads are exclusive to one advisor for one full year. For more information, contact your Account Executive at 1-877-777-401k (4015) or contact Melissa Nixon, ext. 3308 or mnixon@401kexchange.com.   Lead # Area Code State Assets Appt. Date Appt Time 1 251 AL $350,000 1/7/10 3:00pm  2 501 AR $2,200,000 1/20/10 10:30am 3 707 CA $400,000 1/12/10 9:00am  4 707 CA * 1/14/10 10:00am 5 786 FL $100,000 1/20/10 10:00am 6 561 FL $600,000 1/26/10 9:30am  7 386 FL $1,000,000 1/28/10 10:00am 8 706 GA * 1/20/10 10:00am 9 770 GA $285,000 1/26/10 10:00am 10 912 GA $450,000 1/26/10 9:30am  11 478 GA $800,000 1/27/10 10:00am 12 706 GA $1,000,000 1/27/10 9:00am  13 706 GA $1,200,000 1/28/10 2:00pm  14 309 IL $390,000 1/21/10 10:00am 15 812 IN $990,000 1/12/10 9:30am  16 812 IN $1,200,000 1/12/10 9:30am  17 260 IN $600,000 1/14/10 9:30am  18 260 IN $700,000 1/15/10 2:00pm  19 913 KS $500,000 1/13/10 2:00pm  20 270 KY $400,000 1/12/10 9:30am  21 270 KY $450,000 1/20/10 1:30pm  22 502 KY $2,500,000 1/20/10 9:00am  23 606 KY * 1/27/10 9:30am  24 318 LA $600,000 1/19/10 10:30am 25 781 MA $230,000 1/13/10 1:00pm  26 301 MD $200,000 1/26/10 11:00am 27 616 MI $2,000,000 1/14/10 10:00am 28 269 MI $200,000 1/19/10 11:00am 29 616 MI $1,500,000 1/28/10 2:00pm  30 636 MO * 1/26/10 9:30am  31 662 MS * 1/27/10 10:00am 32 828 NC $700,000 1/14/10 2:30pm  33 828 NC * 1/18/10 9:00am  34 704 NC $300,000 1/20/10 11:00am 35 704 NC $350,000 1/20/10 2:00pm  36 704 NC $500,000 1/20/10 10:00am 37 402 NE $800,000 1/26/10 10:00am 38 402 NE $800,000 1/27/10 1:30pm  39 575 NM $100,000 1/12/10 9:00am  40 505 NM $255,000 1/20/10 10:00am 41 614 OH $300,000 1/13/10 9:00am  42 614 OH * 1/14/10 3:00pm  43 419 OH $820,000 1/19/10 3:30pm  44 419 OH $1,000,000 1/20/10 2:30pm  45 614 OH $1,700,000 1/20/10 2:00pm  46 740 OH $500,000 1/21/10 3:00pm  47 419 OH $500,000 1/25/10 10:00am 48 216 OH $400,000 1/26/10 9:00am  49 419 OH $450,000 1/26/10 10:00am 50 419 OH $600,000 1/26/10 9:00am  51 419 OH $900,000 1/27/10 3:00pm  52 419 OH * 1/28/10 10:00am 53 918 OK $700,000 1/13/10 10:30am 54 503 OR $300,000 1/27/10 2:00pm  55 814 PA * 1/12/10 11:00am 56 570 PA $2,000,000 1/13/10 9:30am  57 570 PA $1,400,000 1/14/10 11:30am 58 814 PA $500,000 1/27/10 1:00pm  59 570 PA $1,650,000 2/4/10 10:00am 60 864 SC $250,000 1/20/10 1:00pm  61 901 TN $200,000 1/14/10 2:00pm  62 901 TN $600,000 1/19/10 3:00pm  63 940 TX $700,000 1/12/10 2:00pm  64 915 TX $1,300,000 1/14/10 3:00pm  65 956 TX $700,000 1/20/10 9:00am  66 936 TX $750,000 1/21/10 10:00am 67 903 TX $1,700,000 1/26/10 3:00pm  68 276 VA $1,800,000 1/20/10 9:30am  69 276 VA $650,000 1/21/10 12:00pm 70 802 VT $1,700,000 1/19/10 10:00am 71 802 VT * 1/28/10 9:00am  72 253 WA $750,000 1/13/10 9:00am  73 608 WI $900,000 1/12/10 9:00am  74 715 WI $300,000 1/14/10 10:00am 75 715 WI $800,000 1/19/10 2:00pm  76 262 WI * 1/19/10 2:00pm  77 608 WI * 1/21/10 2:00pm  78 307 WY $1,500,000 1/29/10 2:00pm    * More information will be provided when you speak with a 401kExchange representative.		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