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Two Industry Surveys
Highlight Impact of Pension Protection Act of 2006 on
Retirement Plans
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DIVERSIFIED INVESTMENT ADVISORS
and
American Hospital Association recently conducted its
fourth annual Retirement Plan Trends in Today’s
Healthcare Market – 2006. In addition, Diversified
Investment Advisors also released its Report on
Retirement Plans – 2006 which surveyed companies
with 1,000 or more employees. Both reports highlight
the continuing evolution of the retirement plan
landscape and provide valuable benchmarking tools for
plan sponsors and their advisors.
Read More |
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Sales Tip Presented by MassMutual
MassMutual Presents: Growing Your Business Post PPA—Part
I in a series on the implications of the Pension
Protection Act
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EGTRRA Permanency
DB Plan Design
Portability DB Investment Consulting DC Plan Design
NOW THAT
THE
ink is dry on the Pension Protection Act of 2006 (PPA),
the implications of many of its provisions, both for
Defined Benefit (DB) and Defined Contribution (DC)
plans, are becoming evident.
Read More |
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From Last
Week's Exchange
Industry Votes on Most
Important Issues
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
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Prospect Pipeline APPOINTMENTS
Over $8 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).
|
Lead # |
Area Code |
State |
Assets |
Appointment Date |
|
1 |
229 |
GA |
$60,000 |
1/29/07 10:00 AM |
|
2 |
309 |
IL |
$350,000 |
1/23/07 9:30 AM |
|
3 |
618 |
IL |
$310,000 |
1/24/07 2:00 PM |
|
4 |
574 |
IN |
$500,000 |
1/23/07 10:00 AM |
|
5 |
313 |
MI |
$300,000 |
1/23/07 10:00 AM |
|
6 |
248 |
MI |
$350,000 |
1/23/07 10:00 AM |
|
7 |
507 |
MN |
$1,500,000 |
1/17/07 1:00 PM |
|
8 |
212 |
NY |
$400,000 |
1/23/07 3:00 PM |
|
9 |
518 |
NY |
$1,200,000 |
1/18/07 9:30 AM |
|
10 |
740 |
OH |
$500,000 |
1/31/07 2:00 PM |
|
11 |
419 |
OH |
$400,000 |
1/16/07 2:00 PM |
|
12 |
918 |
OK |
$481,000 |
1/18/07 9:30 AM |
|
13 |
843 |
SC |
$500,000 |
1/10/07 3:00 PM |
|
14 |
865 |
TN |
$500,000 |
1/24/07 2:00 PM |
|
15 |
901 |
TN |
$875,000 |
1/30/07 9:00 AM |
* More information
will be provided when you speak with a 401kExchange representative.
Prospect
Pipeline LEADS
Over $4 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.
|
Lead # |
Area Code |
State |
Assets |
|
16 |
606 |
KY |
$1,800,000 |
|
17 |
617 |
MA |
$500,000 |
|
18 |
216 |
OH |
$550,000 |
|
19 |
541 |
OR |
$600,000 |
|
20 |
724 |
PA |
$600,000 |
|
21 |
865 |
TN |
$700,000 |
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