AT THE END of 2006, 401kWire named the 401(k) Industry’s 50 Most Influential People defined as:

…the financial resources to buy a competitor or create and market a new product. It can stem from a new idea that is -- or will be -- widely adopted or authoring a piece of legislation that changes the industry. It can also be as simple as holding the respect of one's peers so one's ideas can be widely spread and acted upon.

Read More

THE WORD VALUE is defined as importance, excellence and usefulness—a lot of weight for a small word. Terms like “value proposition” and “value-added” have infiltrated our language, but are they living up to value’s hefty definition?  It’s time to examine how advisers can distinguish themselves and add value for sponsors and their participants.

Read More

STEP ONE IN the selling process is getting the right information from your prospects! To get the answers you need — you have to know the right questions to ask. Here are some key questions to help get you started.

Read More

401kExchange in the News
DC Advisor-Sponsor Matchmaker from the January 2007 issue of InvestmentAdvisor

FOR FRED BARSTEIN, founder and CEO of Palm Beach County, Florida-based 401kExchange, one of the most important issues in the retirement finance space today is the pressing need for top-notch advisors in corporate retirement plans.

Read More

From Last Week's Exchange
2006 Worst Year for Potential
Plan Movement Since 2003

THE 2006 401KEXCHANGE OPPORTUNITY INDEX¹ ended down compared to 2005 in every market segment led by the large market (+$100 million in plan assets) down 45%, followed by the mid market ($10-$100 million) down 38% and the small ($1-$10 million) and micro markets (<$1 million) down 24%. While the large market Index was robust in the 4th quarter, YTD it was the worst year since 2002. The desire and need for sponsors to switch record keepers is diminishing with little hope in sight of change, even with the pending litigation.

Read More
 

Prospect Pipeline APPOINTMENTS
Over $14 Million in 401(k) Set Appointments Available!

Appointments currently available for sale with Plan Sponsors that want to meet face-to-face on a specific date and time!  For lead details, contact your Account Executive or call 877-777-401k ext. 3573 to speak with Mary Christopher (mchristopher@401kExchange.com).

Prospect Pipeline LEADS
Over $7 Million in 401(k) Business Opportunities!

Leads contain immediate opportunities with Plan Sponsor prospects that are either dissatisfied or actively looking for a plan price/value audit!  For lead details, contact 877-777-401k ext. 3573 or  mchristopher@401kExchange.com.