This email contains images. If you cannot view them, click here.
Click here if you can't view this newsletter

401kExchange Logo

JANUARY 28, 2009

NEWSLETTER SPONSORS
 
 
Industry Insight from Fred Barstein
2008 401kExchange Small Market Ratings
 
 

BASED ON OVER 25,000 surveys conducted by 401kExchange with plans that have $1-$10 million in 401(k) assets, there was a 30% decline in satisfaction from 2007 to 2008 for investment related services and a 27% drop for...
 Read More

  
 
 
JP Morgan

 It is Time to Understand the Dramatic Differences among Target Date Funds
Does your 2010 Target Date Fund hold 65% or 20% in Equities?

THERE IS NO doubt that many plan sponsors have taken notice of the recent performance of target date funds.  But do they understand what is behind the performance?  According to a recent study by JPMorgan Asset Management*, 76% of advisors believe plan sponsors only sometimes, rarely, or never recognize the differences in glide paths among these funds.
 Read More

  
 
From Last Week's Exchange
 2008 401kExchange Mid Market Ratings
 

PREDICTABLY, OVERALL RATINGS for both Investment Related Services and Record Keeper & Administrative Services in the Mid Market ($10-$100 million) dropped precipitously in 2008. Compared to 2007 results, there was a...
 Read More
 

Prospect Pipeline APPOINTMENTS
Over $142 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 Mary Christopher, ext. 3573 or mchristopher@401kexchange.com.

Lead #
Area Code
State
Assets
Appt. Date
Appt. Time
1
870
AR
$200,000
3/2/09
10:30am
2
510
CA
*
2/5/09
10:30am
3
707
CA
*
2/17/09
10:00am
4
203
CT
*
2/13/09
10:00am
5
860
CT
*
2/24/09
10:00am
6
813
FL
*
2/16/09
10:00am
7
305
FL
*
2/27/09
10:00am
8
912
GA
$1,500,000
2/6/09
9:00am 
9
706
GA
$243,000
2/12/09
2:30pm 
10
912
GA
$940,000
2/12/09
3:00pm 
11
912
GA
$600,000
2/19/09
2:00pm 
12
912
GA
$350,000
2/23/09
3:00pm 
13
229
GA
$300,000
2/24/09
10:30am
14
912
GA
$450,000
2/26/09
9:00am 
15
641
IA
$500,000
3/3/09
10:00am
16
208
ID
$2,100,000
2/19/09
3:00pm 
17
309
IL
$300,000
2/4/09
9:00am 
18
309
IL
$400,000
2/4/09
9:00am 
19
618
IL
$400,000
2/18/09
11:00am
20
309
IL
$1,200,000
2/20/09
2:00pm 
21
217
IL
$400,000
2/24/09
9:00am 
22
260
IN
$1,200,000
2/4/09
10:00am
23
812
IN
$800,000
2/17/09
10:00am
24
765
IN
$300,000
2/19/09
9:00am 
25
812
IN
$990,000
2/19/09
2:00pm 
26
812
IN
$900,000
2/20/09
2:00pm 
27
812
IN
$850,000
2/24/09
9:00am 
28
812
IN
$400,000
2/26/09
11:00am
29
318
LA
$500,000
2/11/09
1:30pm 
30
318
LA
$800,000
2/16/09
10:00am
31
504
LA
$500,000
2/19/09
10:00am
32
318
LA
*
2/19/09
9:00am 
33
318
LA
$1,500,000
2/24/09
10:00am
34
337
LA
*
2/26/09
9:30am 
35
617
MA
$275,000
2/3/09
1:00pm 
36
410
MD
$700,000
2/17/09
2:00pm 
37
763
MN
$300,000
2/10/09
10:00am
38
507
MN
*
2/13/09
10:00am
39
507
MN
$1,200,000
2/16/09
10:00am
40
218
MN
$1,500,000
2/16/09
9:30am 
41
218
MN
$2,000,000
2/20/09
10:00am
42
417
MO
$1,300,000
2/25/09
10:00am
43
417
MO
$1,000,000
3/5/09
2:30pm 
44
601
MS
$950,000
2/18/09
10:00am
45
828
NC
$300,000
2/11/09
10:00am
46
704
NC
*
2/13/09
10:00am
47
828
NC
$300,000
2/19/09
10:00am
48
910
NC
$500,000
2/19/09
2:30pm 
49
910
NC
$300,000
2/27/09
9:00am 
50
575
NM
$930,000
2/25/09
9:00am 
51
585
NY
$1,100,000
2/5/09
11:00am
52
585
NY
*
2/17/09
9:00am 
53
716
NY
$2,000,000
3/5/09
9:00am 
54
518
NY
*
3/10/09
10:00am
55
419
OH
$300,000
2/17/09
9:30am 
56
419
OH
$350,000
2/25/09
2:00pm 
57
419
OH
*
2/26/09
3:00pm 
58
580
OK
$1,200,000
2/11/09
10:00am
59
570
PA
$350,000
2/4/09
10:30am
60
570
PA
$500,000
2/4/09
10:00am
61
724
PA
$800,000
2/4/09
10:00am
62
570
PA
$500,000
2/10/09
3:00pm 
63
610
PA
*
2/11/09
9:00am 
64
814
PA
*
2/16/09
10:00am
65
724
PA
$550,000
2/18/09
3:00pm 
66
814
PA
*
2/18/09
10:00am
67
803
SC
$500,000
2/4/09
9:30am 
68
865
TN
*
2/17/09
2:00pm 
69
423
TN
$400,000
2/18/09
3:00pm 
70
979
TX
*
2/4/09
2:00pm 
71
409
TX
$500,000
2/5/09
9:00am 
72
979
TX
*
2/10/09
9:00am 
73
713
TX
*
2/10/09
9:00am 
74
281
TX
*
2/16/09
3:30pm 
75
512
TX
*
2/18/09
11:00am
76
469
TX
$500,000
2/24/09
10:00am
77
409
TX
$1,700,000
2/25/09
10:00am
78
409
TX
$2,000,000
3/3/09
2:00pm 
79
540
VA
$550,000
2/11/09
9:00am 
80
540
VA
$450,000
2/12/09
10:00am
81
540
VA
$525,000
2/17/09
3:00pm 
82
540
VA
$700,000
2/17/09
10:30am
83
540
VA
$1,800,000
2/18/09
2:30pm 
84
509
WA
$1,500,000
2/10/09
10:00am
85
360
WA
*
2/19/09
10:00am
86
608
WI
$1,000,000
2/2/09
9:00am 
87
608
WI
$500,000
2/4/09
9:00am 
88
608
WI
$600,000
2/4/09
9:00am 
89
715
WI
$500,000
2/9/09
9:00am 
90
608
WI
$1,300,000
2/10/09
10:00am
91
608
WI
$2,300,000
2/10/09
10:30am
92
715
WI
*
2/11/09
9:30am 
93
715
WI
$990,000
2/17/09
9:00am 
94
920
WI
$990,000
2/19/09
2:00pm 
95
715
WI
$300,000
2/24/09
9:00am 
96
715
WI
$2,000,000
2/24/09
10:00am
97
608
WI
*
2/24/09
10:00am
98
608
WI
$2,200,000
2/25/09
10:00am
99
414
WI
$300,000
2/27/09
10:00am
100
304
WV
$250,000
2/4/09
2:00pm 
101
307
WY
$900,000
2/24/09
3:00pm 

 

* More information will be provided
when you speak with a 401kExchange representative.

  


JP Morgan


Paradigm


Black Knight


PacificLife


Columbia Management


DWS Investments

RSM McGladredy

BNY Mellon



Diversified

Visit the
Newsletter Archive

Unsubscribe From
Future Newsletters

Visit the
Sponsor Directory


Copyright ©1996-2009 401kExchange. All Rights Reserved. Neither this newsletter nor any part of it may be reproduced without the written permission of 401kExchange, Inc. Requests for permission should be directed to editor@401kExchange.com. No information in this issue should be used as recommendation to buy or sell securities or to provide investment advice.