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FEBRUARY 6, 2008

NEWSLETTER SPONSORS
 
 
  Industry Insight from Fred Barstein
 Opportunity Index Starts Out Slowly in 2008


THE 2008 401KEXCHANGE Opportunity Index¹ started out at its lowest levels across all markets in recent history.  YTD the Micro Market (<$1 million) is off 20% from...
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Design, Educate, Measure
 
  AFTER MORE THAN 30 years, despite hundreds of millions of dollars being spent each year on employee communication and education, many American workers still make poor choices in how...
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Good News About Automatic Enrollment!
With The Pension Protection Act provisions for automatic enrollment plans now law, the result should be a quicker and easier 401(k) that is a win-win for everyone.
 
  AN IMPORTANT PART of the Pension Protection Act of 2006 (PPA) makes it easier for employers with employer-sponsored plans...
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  Fidelty

DailyAccess
DiversifiedAIG SunAmerica
Diversified

PacificLife

MassMutual

Transamerica

Symetra


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Bramlett Returns to Record Keeping

THE FORMER CEO of The 401(k) Company has taken the top job at another record keeper.
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401kExchange to Premier Investment Analysis Program at ASPPA

 401KEXCHANGE IS PROUD to announce the unveiling of iScout; a cutting edge investment analysis tool that is designed to help advisors acquire new plan sponsor clients and retain existing plans under management.   
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From Last Week's Exchange
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......
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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. Time
1 907 AK $1,000,000 2/28/08 10:00am
2 907 AK $2,700,000 2/12/08 10:30am
3 251 AL $1 2/28/08 2:00pm
4 256 AL $1,300,000 2/21/08 2:30pm
5 602 AZ * 2/28/08 10:00am
6 954 FL $1,700,000 2/12/08 10:00am
7 912 GA $600,000 2/28/08 10:00am
8 808 HI * 2/25/08 10:00am
9 515 IA $800,000 2/21/08 11:00am
10 319 IA $1,000,000 2/11/08 2:00pm
11 847 IL $300,000 2/28/08 10:00am
12 708 IL $400,000 2/27/08 10:00am
13 708 IL $500,000 3/3/08 10:00am
14 708 IL $600,000 2/27/08 9:30am
15 630 IL $1,100,000 2/21/08 2:00pm
16 630 IL $1,500,000 2/27/08 10:00am
17 847 IL $1,900,000 2/26/08 10:00am
18 312 IL * 2/21/08 11:00am
19 312 IL * 2/21/08 1:00pm
20 260 IN $500,000 2/14/08 9:00am
21 765 IN $520,000 2/13/08 10:00am
22 765 IN $600,000 2/26/08 2:00pm
23 574 IN $600,000 2/28/08 11:00am
24 765 IN $1,500,000 2/27/08 9:30am
25 317 IN $2,000,000 2/28/08 2:00pm
26 574 IN * 2/12/08 9:30am
27 913 KS $700,000 2/29/08 10:00am
28 502 KY $1,200,000 2/25/08 9:00am
29 502 KY $1,300,000 2/21/08 10:00am
30 606 KY $2,100,000 2/12/08 6:30pm
31 606 KY * 2/27/08 10:00am
32 502 KY * 2/28/08 10:00am
33 502 KY * 2/20/08 2:00pm
34 859 KY * 2/27/08 9:00am
35 502 KY * 2/14/08 9:00am
36 504 LA $500,000 2/19/08 10:30am
37 504 LA $500,000 2/27/08 10:30am
38 616 MI * 2/28/08 2:30pm
39 616 MI * 2/28/08 10:00am
40 651 MN $1,000,000 2/28/08 2:00pm
41 507 MN * 2/15/08 1:00pm
42 919 NC $150,000 2/7/08 9:00am
43 828 NC $300,000 2/12/08 9:00am
44 704 NC $300,000 2/15/08 3:30pm
45 252 NC $300,000 2/28/08 2:00pm
46 704 NC $400,000 2/14/08 2:30pm
47 828 NC $500,000 2/13/08 3:00pm
48 919 NC $600,000 2/13/08 2:00pm
49 828 NC $600,000 2/20/08 10:00am
50 252 NC $650,000 2/19/08 2:00pm
51 828 NC $1,300,000 2/19/08 10:00am
52 828 NC $1,600,000 2/22/08 2:00pm
53 828 NC $1,600,000 2/26/08 2:00pm
54 828 NC $1,700,000 2/20/08 9:30am
55 308 NE * 2/20/08 2:30pm
56 856 NJ $375,000 2/28/08 10:00am
57 201 NJ * 2/22/08 10:00am
58 201 NJ * 2/20/08 10:30am
59 201 NJ * 2/13/08 10:00am
60 607 NY $300,000 2/19/08 10:00am
61 212 NY $375,000 2/28/08 11:00am
62 315 NY $1,000,000 2/12/08 9:00am
63 518 NY $1,000,000 2/25/08 9:30am
64 212 NY * 2/13/08 10:00am
65 419 OH $400,000 2/26/08 10:00am
66 803 SC $82,000 2/25/08 10:00am
67 803 SC $500,000 2/19/08 10:00am
68 843 SC $500,000 2/26/08 10:00am
69 803 SC $1,200,000 2/12/08 10:00am
70 864 SC $2,500,000 2/12/08 10:00am
71 864 SC * 2/20/08 2:00pm
72 803 SC * 2/7/08 2:30pm
73 731 TN $200,000 2/14/08 10:30am
74 731 TN $400,000 2/13/08 2:00pm
75 731 TN $400,000 2/20/08 2:00pm
76 615 TN $500,000 2/14/08 10:00am
77 615 TN $800,000 2/19/08 10:00am
78 281 TX $600,000 2/27/08 10:30am
79 409 TX $700,000 2/26/08 10:00am
80 281 TX $900,000 2/20/08 2:00pm
81 409 TX $1,200,000 2/7/08 2:00pm
82 972 TX $2,000,000 2/28/08 9:30am
83 214 TX * 2/27/08 10:00am
84 979 TX * 2/26/08 9:00am
85 804 VA $300,000 2/21/08 2:00pm
86 276 VA $650,000 2/14/08 2:00pm
87 757 VA * 2/21/08 10:00am
88 802 VT $500,000 2/7/08 10:00am
89 802 VT $2,100,000 2/21/08 9:30am
90 509 WA $350,000 2/27/08 2:00pm
91 509 WA $600,000 2/13/08 10:30am
92 425 WA $600,000 2/19/08 10:00am
93 360 WA $700,000 2/13/08 10:00am
94 509 WA $1,200,000 2/21/08 10:00am
95 425 WA * 2/27/08 3:00pm
96 608 WI $200,000 2/21/08 2:00pm
97 608 WI $400,000 2/12/08 1:30pm
98 608 WI $400,000 2/18/08 9:00am
99 608 WI $436,000 2/14/08 2:30pm
100 608 WI $500,000 2/19/08 11:00am
101 608 WI $1,000,000 2/22/08 10:00am
102 608 WI $1,200,000 2/21/08 9:00am
103 608 WI $1,200,001 2/26/08 2:00pm
104 715 WI $2,300,000 2/12/08 9:00am
105 715 WI $2,400,000 2/29/08 2:00pm
106 608 WI $2,800,000 2/26/08 1:30pm
107 608 WI * 2/7/08 9:00am
108 920 WI * 2/26/08 9:00am
109 608 WI * 2/13/08 10:30am
110 608 WI * 2/20/08 1:00pm
111 608 WI * 2/21/08 9:00am
112 608 WI * 2/27/08 3:00pm
113 414 WI * 2/14/08 10:00am
114 414 WI * 2/12/08 9:00am

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

  
 


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