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Industry Insight from Fred Barstein
Mid Market 2009 Ratings -
Plans with $10-$100 Million
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LED BY
NY LIFE
which returned to the top rated position in 2009, more than
half of the top 10 rated providers in 2008 repeated in 2009.
M&I,
Wells Fargo,
Vanguard, Fidelity, and
Wachovia all returned, while
John Hancock
(see profile), American Funds, Schwab, and Putnam
are new to the investment service
category.
For
record keeping & administration, ING
(see profile) - formerly CitiStreet...
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From
Last Week's Exchange
Training Corporate Retirement
Advisors |
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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...
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Prospect Pipeline APPOINTMENTS
Over $24 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 |
2/18/10 |
10:00am |
|
2 |
706 |
GA |
$210,000 |
2/3/10 |
10:00am |
|
3 |
404 |
GA |
$275,000 |
2/16/10 |
11:00am |
|
4 |
217 |
IL |
$800,000 |
2/10/10 |
9:00am |
|
5 |
815 |
IL |
$1,200,000 |
2/18/10 |
11:00am |
|
6 |
574 |
IN |
$390,000 |
2/25/10 |
4:00pm |
|
7 |
260 |
IN |
$700,000 |
2/26/10 |
2:00pm |
|
8 |
207 |
ME |
$500,000 |
2/9/10 |
10:00am |
|
9 |
207 |
ME |
$800,000 |
2/17/10 |
9:00am |
|
10 |
636 |
MO |
$400,000 |
2/17/10 |
1:30pm |
|
11 |
336 |
NC |
$800,000 |
2/2/10 |
3:00pm |
|
12 |
704 |
NC |
$250,000 |
2/3/10 |
2:00pm |
|
13 |
336 |
NC |
$800,000 |
2/16/10 |
2:00pm |
|
14 |
828 |
NC |
$300,000 |
2/26/10 |
9:00am |
|
15 |
402 |
NE |
$550,000 |
2/10/10 |
1:00pm |
|
16 |
419 |
OH |
$1,000,000 |
2/2/10 |
1:00pm |
|
17 |
937 |
OH |
$390,000 |
2/5/10 |
10:00am |
|
18 |
216 |
OH |
* |
2/10/10 |
11:00am |
|
19 |
419 |
OH |
$500,000 |
2/17/10 |
1:00pm |
|
20 |
614 |
OH |
$750,000 |
2/23/10 |
2:30pm |
|
21 |
360 |
OR |
$350,000 |
2/9/10 |
9:30am |
|
22 |
570 |
PA |
$1,650,000 |
2/4/10 |
10:00am |
|
23 |
717 |
PA |
$1,500,001 |
2/17/10 |
9:00am |
|
24 |
843 |
SC |
$750,001 |
2/17/10 |
9:00am |
|
25 |
931 |
TN |
$400,000 |
2/12/10 |
9:00am |
|
26 |
901 |
TN |
$600,000 |
2/23/10 |
10:00am |
|
27 |
509 |
WA |
$1,000,000 |
2/4/10 |
10:00am |
|
28 |
360 |
WA |
$630,000 |
2/10/10 |
10:00am |
|
29 |
715 |
WI |
$1,700,000 |
2/11/10 |
10:00am |
|
30 |
262 |
WI |
$150,000 |
2/24/10 |
9:00am |
|
31 |
304 |
WV |
$300,000 |
2/4/10 |
11:00am |
* More information will be provided
when you speak with a 401kExchange
representative. |
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