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JANUARY 30, 2008

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	Industry Insight from Fred Barstein 2007 Mid-Market Provider Ratings
	MARSHALL & ILSLEY CAPTURED top honors in the mid market ($10-$100 million) 401kExchange 2007 Ratings and Market Share Report which included mostly familiar names. Only Standard, with their acquisition of Invesmart, and Securian were new to the top 10... Read More


	Plan Design Ideas Help Owners and Executives Save More for Retirement
	MANY OWNERS OF small and midsized businesses and professional practices face a dilemma as they prepare for retirement—they need to make larger contributions to their tax-qualified retirement plan to meet... Read More



	The New Profit Sharing Allocation Plans Lesser known Age-Weighted, New Comparability, and Super New Comparability plans offer powerful solutions for small business owners.
	HYBRID DEFINED CONTRIBUTION Plans—more commonly called Cross-Tested Plans—are relative newcomers and seek to offer some of the benefits of defined benefit plans while retaining their defined contribution characteristics... Read More



	2007 Saw Fewer Deals but More Participants Changed Hands
	IS CONSOLIDATION OF 401(k) record keepers increasing or decreasing? The answer may lie in how one looks at the numbers... Read More




	From Last Week's Exchange Selecting Provider Partners
	SELECTING THE RIGHT 401(k) record keeper partner is one of the most important decisions that an advisor can make... Read More

Prospect Pipeline APPOINTMENTS
Over $57 Million in 401(k) Set Appointments Available!

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

Lead #	Area Code	State	Assets	Appt. Date	Appt. Date
1	907	$2,700,000	AK	2/12/08	10:30am
2	707	$533,000	CA	2/15/08	1:00pm
3	408	$975,000	CA	2/15/08	3:00pm
4	303	*	CO	2/5/08	9:30am
5	305	$600,000	FL	2/18/08	3:00pm
6	386	$1,000,000	FL	2/13/08	10:00am
7	954	$1,700,000	FL	2/12/08	10:00am
8	954	*	FL	2/12/08	10:00am
9	319	$1,000,000	IA	2/11/08	2:00pm
10	847	$250,000	IL	2/20/08	1:00pm
11	312	$750,000	IL	2/21/08	9:00am
12	847	*	IL	2/13/08	9:30am
13	812	$500,000	IN	2/6/08	10:00am
14	574	$500,000	IN	2/6/08	1:30pm
15	765	$520,000	IN	2/13/08	10:00am
16	765	$600,000	IN	2/6/08	10:00am
17	260	$645,000	IN	2/12/08	10:00am
18	317	$800,000	IN	2/8/08	1:30pm
19	574	*	IN	2/12/08	9:30am
20	606	$500,000	KY	2/5/08	12:00pm
21	859	$1,200,000	KY	2/6/08	2:00pm
22	502	$1,300,000	KY	2/21/08	10:00am
23	502	$1,550,000	KY	2/19/08	2:00pm
24	859	$1,700,000	KY	2/7/08	2:00pm
25	502	*	KY	2/28/08	10:00am
26	502	*	KY	2/5/08	10:30am
27	502	*	KY	2/20/08	2:00pm
28	318	$220,000	LA	2/5/08	9:00am
29	207	$2,000,000	ME	2/7/08	10:30am
30	207	$2,400,000	ME	2/12/08	9:00am
31	507	*	MN	2/19/08	10:00am
32	507	*	MN	2/8/08	9:30am
33	320	*	MN	1/31/08	10:00am
34	651	*	MN	3/6/08	2:00pm
35	662	$200,000	MS	2/21/08	9:30am
36	919	$150,000	NC	2/7/08	9:00am
37	919	$240,000	NC	2/1/08	2:00pm
38	828	$300,000	NC	2/12/08	9:00am
39	828	$400,000	NC	1/31/08	2:30pm
40	828	$400,000	NC	2/5/08	2:00pm
41	252	$650,000	NC	2/19/08	2:00pm
42	704	$700,000	NC	2/13/08	10:00am
43	609	$1,000,000	NC	2/4/08	10:00am
44	828	$1,700,000	NC	2/20/08	9:30am
45	828	*	NC	2/18/08	10:00am
46	308	*	NE	2/20/08	2:30pm
47	908	$200,000	NJ	2/19/08	9:00am
48	908	*	NJ	2/5/08	2:00pm
49	315	$300,000	NY	1/30/08	10:00am
50	607	$300,000	NY	2/19/08	10:00am
51	718	$400,000	NY	2/19/08	9:00am
52	315	$1,000,000	NY	2/12/08	9:00am
53	315	$1,700,000	NY	2/5/08	10:00am
54	607	*	NY	2/13/08	10:00am
55	419	$600,000	OH	2/5/08	10:00am
56	419	$650,000	OH	2/6/08	2:00pm
57	541	$700,000	OR	2/22/08	10:00am
58	803	$450,000	SC	2/7/08	9:30am
59	803	$500,000	SC	2/19/08	10:00am
60	803	$1,200,000	SC	2/12/08	10:00am
61	864	$2,500,000	SC	2/12/08	10:00am
62	803	*	SC	2/7/08	2:30pm
63	731	$200,000	TN	2/14/08	10:30am
64	901	$400,000	TN	2/4/08	10:00am
65	731	$400,000	TN	2/13/08	2:00pm
66	615	$850,000	TN	2/1/08	2:00pm
67	615	$1,000,000	TN	2/21/08	10:00am
68	512	$200,000	TX	2/5/08	2:00pm
69	713	$900,000	TX	2/20/08	10:00am
70	409	$1,200,000	TX	2/7/08	2:00pm
71	801	$600,000	UT	1/30/08	8:00am
72	276	$650,000	VA	2/14/08	2:00pm
73	703	$2,000,000	VA	2/11/08	10:00am
74	276	*	VA	2/4/08	3:00pm
75	802	$500,000	VT	2/7/08	10:00am
76	802	$780,000	VT	2/6/08	1:00pm
77	802	$2,100,000	VT	2/21/08	9:30am
78	360	$258,000	WA	2/21/08	2:00pm
79	509	$1,200,000	WA	2/21/08	10:00am
80	253	*	WA	2/11/08	10:30am
81	608	$400,000	WI	2/12/08	1:30pm
82	608	$400,000	WI	2/18/08	9:00am
83	608	$520,000	WI	2/21/08	9:00am
84	608	$750,000	WI	2/15/08	11:00am
85	608	$1,200,000	WI	2/21/08	9:00am
86	608	$1,800,000	WI	2/6/08	9:30am
87	715	$2,300,000	WI	2/12/08	9:00am
88	608	*	WI	2/7/08	9:00am
89	608	*	WI	2/13/08	10:30am
90	608	*	WI	2/5/08	9:00am
91	608	*	WI	2/20/08	1:00pm
92	414	*	WI	2/14/08	10:00am
93	414	*	WI	2/12/08	9:00am

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