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JANUARY 20, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Training Corporate Retirement Advisors     FOR THOSE OF us immersed in the corporate Defined Contribution retirement business, it’s hard to have proper perspective.  For most Americans, retirement plans have always meant Defined Benefit plans, where all decisions are made for the participants.  It is only over the past 15 years, especially for small and mid-sized companies, that employees have been exposed to DC plans and tasked with... Read More       From Last Week's Exchange December Opportunity Index - A Year to Remember or Forget?     IT MIGHT BE tempting for record keepers to believe that the historically low 2009 401kExchange Opportunity Index¹ was an aberration, except that the trend since 2005 has been nothing if not consistent.  Less than 3% of plans in all markets indicated that they were thinking of changing or actively searching for a new record keeper which is down 40-50% from 2008.  Either plan sponsors have... Read More     Prospect Pipeline APPOINTMENTS Over $59 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 1 707 CA $1,300,000 1/27/10 10:00am 2 707 CA $1,200,000 1/28/10 2:00pm  3 661 CA $1,000,000 1/29/10 9:00am  4 850 FL $2,300,000 1/26/10 9:30am  5 772 FL $600,000 2/4/10 10:30am 6 770 GA $285,000 1/26/10 10:00am 7 912 GA $450,000 1/26/10 9:30am  8 706 GA $210,000 2/3/10 10:00am 9 515 IA $800,000 2/4/10 1:30pm  10 208 ID $390,000 1/27/10 1:30pm  11 217 IL $1,500,000 1/27/10 10:00am 12 574 IN $390,000 1/27/10 4:00pm  13 812 IN * 1/28/10 2:00pm  14 260 IN $700,000 2/26/10 2:00pm  15 913 KS $355,000 2/3/10 10:00am 16 913 KS $1,200,000 2/3/10 10:00am 17 859 KY $900,000 1/27/10 10:00am 18 606 KY * 1/27/10 9:30am  19 318 LA $350,000 1/27/10 2:00pm  20 301 MD $200,000 1/26/10 11:00am 21 301 MD $300,000 1/28/10 1:00pm  22 704 NC $350,000 1/26/10 10:00am 23 919 NC $170,000 1/27/10 9:00am  24 336 NC $800,000 1/28/10 2:00pm  25 828 NC $350,000 1/29/10 10:00am 26 704 NC $1,500,000 1/29/10 2:00pm  27 336 NC $800,000 2/2/10 3:00pm  28 704 NC $250,000 2/3/10 2:00pm  29 702 NV $400,000 1/28/10 10:00am 30 419 OH $450,000 1/26/10 10:00am 31 419 OH $600,000 1/26/10 9:00am  32 740 OH $750,000 1/27/10 9:30am  33 419 OH $900,000 1/27/10 3:00pm  34 419 OH $1,300,000 1/27/10 11:00am 35 614 OH $2,000,000 1/27/10 9:30am  36 740 OH $650,000 1/28/10 10:00am 37 937 OH $2,900,000 1/29/10 2:00pm  38 419 OH $1,000,000 2/2/10 1:00pm  39 405 OK $2,000,000 1/29/10 9:00am  40 503 OR $300,000 1/27/10 2:00pm  41 717 PA $350,000 1/26/10 2:00pm  42 814 PA $500,000 1/27/10 1:00pm  43 570 PA $2,100,000 1/28/10 2:30pm  44 570 PA $1,650,000 2/4/10 10:00am 45 215 PA Start-Up 2/4/10 9:00am  46 423 TN $2,700,000 1/26/10 10:30am 47 615 TN $350,000 2/3/10 1:00pm  48 903 TX $1,700,000 1/26/10 3:00pm  49 806 TX $500,000 2/10/10 1:30pm  50 802 VT $2,700,000 1/27/10 9:30am  51 802 VT * 1/28/10 9:00am  52 509 WA $1,000,000 2/4/10 10:00am 53 360 WA $2,300,000 2/5/10 1:00pm  54 262 WI $150,000 1/27/10 9:00am  55 715 WI $300,000 1/28/10 10:00am 56 304 WV $300,000 2/4/10 11:00am 57 307 WY $1,500,000 1/29/10 2:00pm  * More information will be provided when you speak with a 401kExchange representative.		Visit the Newsletter Archive Unsubscribe From Future Newsletters   Visit the Sponsor Directory
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