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FEBRUARY 13, 2008

NEWSLETTER SPONSORS

 
 
  Industry Insight from Fred Barstein
New Providers Dominate Top Rated Small Market List

PROVIDERS WHO DID not make the 2006 top 10 list dominated the 2007 401kExchange Ratings and Market Share Report in the $1-$10 million market.  Marshall & Ilsley retained its top-rated position as...
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Fiduciary Responsibilities In 401(k) Plans
401(k) fiduciaries face responsibilities and risks when offering a 401(k) plan to participants. Smart financial advisors and plan fiduciaries can ease plan adoption—and create a stronger overall plan—by leveraging the tools and products available to simplify fiduciary responsibility and mitigate risk.
 
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From 401kWire
Advisors Give Tips for Wholesalers Who Want to Get on Their Good Side

A panel of top retirement produces tell ASPPA conferees in Orlando what kind of support they look for from provider sales teams.
 
  Read More

Walsh Gets a New Role at
T Rowe Price


Heidi Walsh is taking a new post at T. Rowe Price Retirement Plan Services' sales team.
 
  Read More
 
  AIG SunAmerica
Fidelty

DailyAccess
DiversifiedDiversified
PacificLife

MassMutual

Transamerica

Symetra


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From Last Week's Exchange
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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Prospect Pipeline APPOINTMENTS
Over $52 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 AK $1,000,000 2/28/08 10:00am
2 251 AL $1 2/28/08 2:00pm
3 904 FL $780,000 2/20/08 9:00am
4 912 GA $600,000 2/28/08 10:00am
5 404 GA * 2/14/08 10:00am
6 404 GA * 3/4/08 10:00am
7 808 HI * 2/25/08 10:00am
8 515 IA $800,000 2/21/08 11:00am
9 574 IN $400,000 2/18/08 10:00am
10 260 IN $500,000 2/14/08 9:00am
11 765 IN $600,000 2/26/08 2:00pm
12 574 IN $600,000 2/28/08 11:00am
13 317 IN $2,000,000 2/28/08 2:00pm
14 316 KS $2,900,000 2/26/08 9:00am
15 502 KY $1,200,000 2/25/08 9:00am
16 502 KY $1,300,000 2/21/08 10:00am
17 270 KY * 2/26/08 2:00pm
18 859 KY * 2/27/08 9:00am
19 502 KY * 2/14/08 9:00am
20 504 LA $500,000 2/19/08 10:30am
21 504 LA $500,000 2/27/08 10:30am
22 781 MA $500,000 2/20/08 3:00pm
23 781 MA $500,000 2/21/08 1:00pm
24 651 MN $1,000,000 2/28/08 2:00pm
25 952 MN $1,400,000 2/14/08 10:00am
26 507 MN * 2/15/08 1:00pm
27 816 MO $950,000 3/3/08 10:00am
28 314 MO $1,500,000 2/26/08 11:00am
29 417 MO * 2/19/08 10:00am
30 704 NC $300,000 2/15/08 3:30pm
31 252 NC $300,000 2/28/08 2:00pm
32 704 NC $400,000 2/14/08 2:30pm
33 828 NC $400,000 2/19/08 9:00am
34 919 NC $400,000 2/27/08 2:30pm
35 919 NC $500,000 2/28/08 10:00am
36 828 NC $600,000 2/20/08 10:00am
37 252 NC $650,000 2/19/08 2:00pm
38 828 NC $850,000 3/5/08 10:00am
39 828 NC $1,300,000 2/19/08 10:00am
40 828 NC $1,600,000 2/22/08 2:00pm
41 828 NC $1,600,000 2/26/08 2:00pm
42 828 NC $1,700,000 2/20/08 9:30am
43 308 NE $1,200,000 2/27/08 10:00am
44 308 NE * 2/20/08 2:30pm
45 908 NJ $15,000 2/27/08 9:00am
46 856 NJ $375,000 2/28/08 10:00am
47 607 NY $300,000 2/19/08 10:00am
48 212 NY $375,000 2/28/08 11:00am
49 518 NY $1,000,000 2/25/08 9:30am
50 419 OH $400,000 2/26/08 10:00am
51 419 OH $600,000 2/25/08 10:00am
52 541 OR $600,000 2/18/08 2:00pm
53 416 OT $1 2/19/08 10:30am
54 724 PA $1,300,000 2/28/08 9:00am
55 570 PA $1,500,000 2/20/08 9:00am
56 215 PA * 2/22/08 9:00am
57 412 PA * 2/28/08 9:30am
58 803 SC $500,000 2/19/08 10:00am
59 843 SC $500,000 2/26/08 10:00am
60 864 SC * 2/20/08 2:00pm
61 731 TN $200,000 2/14/08 10:30am
62 731 TN $400,000 2/20/08 2:00pm
63 423 TN * 2/19/08 10:00am
64 409 TX $700,000 2/26/08 10:00am
65 325 TX * 2/27/08 10:00am
66 979 TX * 2/26/08 9:00am
67 801 UT $743,000 2/26/08 2:00pm
68 804 VA $300,000 2/21/08 2:00pm
69 276 VA $650,000 2/14/08 2:00pm
70 276 VA * 3/3/08 3:00pm
71 802 VT $2,100,000 2/21/08 9:30am
72 509 WA $350,000 2/27/08 2:00pm
73 509 WA $1,200,000 2/21/08 10:00am
74 425 WA * 2/18/08 2:00pm
75 608 WI $200,000 2/21/08 2:00pm
76 608 WI $400,000 2/18/08 9:00am
77 608 WI $436,000 2/14/08 2:30pm
78 608 WI $500,000 2/19/08 11:00am
79 608 WI $1,000,000 2/22/08 10:00am
80 608 WI $1,000,000 3/4/08 10:00am
81 608 WI $1,200,000 2/21/08 9:00am
82 715 WI $2,400,000 2/29/08 2:00pm
83 608 WI * 2/28/08 9:00am
84 608 WI * 2/27/08 3:00pm

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

 
 


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