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Industry Insight from Fred Barstein
January Opportunity Index -
Cold Weather Pattern Continues
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WHILE RECORD KEEPERS
might hope that more plan sponsors would be searching for a
new vendor, or at least likely to do so, the January 2010
401kExchange Opportunity
Index¹ shows that the low turnover rate from 2009
continued into 2010.
In fact, just 2.39% indicated the likelihood to
change record keepers this past month compared to 2.47% for
all of 2009 across all markets.
Regardless of this low...
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From
Last Week's Exchange
401kExchange 2009 Micro Market
(Under $1 Million) Provider Ratings |
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THE TREND OF 2008’s top 10 providers
being replaced by new comers in 2009 carries over into
the Micro Market (plans with less than $1million). Only
John Hancock
(View Profile),
which moved up from 9th place to 6th
for investment services, and
Principal
repeated their good ratings in the Micro Market.
CPI,
now a subsidiary of
CUNA,
retained top honors for record keeping and administrative
services...
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Prospect Pipeline APPOINTMENTS
Over $70 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 |
256 |
AL |
$2,500,000 |
2/23/10 |
2:00pm |
|
2 |
256 |
AL |
$200,000 |
2/26/10 |
9:00am |
|
3 |
707 |
CA |
$300,000 |
2/23/10 |
10:00am |
|
4 |
707 |
CA |
$500,000 |
2/24/10 |
2:00pm |
|
5 |
707 |
CA |
$1,300,000 |
3/18/10 |
10:00am |
|
6 |
850 |
FL |
* |
2/25/10 |
1:00pm |
|
7 |
706 |
GA |
$300,000 |
2/24/10 |
9:00am |
|
8 |
706 |
GA |
$750,000 |
2/25/10 |
11:00am |
|
9 |
712 |
IA |
$1,000,000 |
3/12/10 |
10:00am |
|
10 |
208 |
ID |
$390,000 |
2/24/10 |
1:30pm |
|
11 |
208 |
ID |
$350,000 |
2/26/10 |
9:00am |
|
12 |
815 |
IL |
$2,000,000 |
2/24/10 |
3:00pm |
|
13 |
812 |
IN |
$2,900,000 |
2/24/10 |
9:30am |
|
14 |
765 |
IN |
$1,000,000 |
2/25/10 |
11:30am |
|
15 |
260 |
IN |
$1,500,000 |
3/2/10 |
2:30pm |
|
16 |
812 |
IN |
$2,100,000 |
3/2/10 |
10:00am |
|
17 |
812 |
IN |
$1,200,000 |
3/4/10 |
10:00am |
|
18 |
785 |
KS |
$300,000 |
2/26/10 |
2:00pm |
|
19 |
913 |
KS |
* |
3/2/10 |
2:30pm |
|
20 |
859 |
KY |
$680,000 |
2/24/10 |
3:00pm |
|
21 |
859 |
KY |
$400,000 |
2/25/10 |
11:00am |
|
22 |
859 |
KY |
$600,000 |
2/25/10 |
10:00am |
|
23 |
606 |
KY |
$1,000,000 |
2/25/10 |
10:00am |
|
24 |
413 |
MA |
$950,000 |
2/25/10 |
10:00am |
|
25 |
617 |
MA |
$250,000 |
3/2/10 |
10:00am |
|
26 |
269 |
MI |
$400,000 |
2/26/10 |
2:00pm |
|
27 |
636 |
MO |
$400,000 |
3/10/10 |
1:30pm |
|
28 |
662 |
MS |
$300,000 |
2/23/10 |
10:00am |
|
29 |
662 |
MS |
$450,000 |
2/25/10 |
10:00am |
|
30 |
919 |
NC |
$170,000 |
2/23/10 |
9:30am |
|
31 |
336 |
NC |
$600,000 |
2/23/10 |
10:00am |
|
32 |
336 |
NC |
$800,000 |
2/23/10 |
3:00pm |
|
33 |
828 |
NC |
$600,000 |
2/24/10 |
3:30pm |
|
34 |
704 |
NC |
$850,000 |
2/26/10 |
10:00am |
|
35 |
336 |
NC |
$1,300,000 |
3/3/10 |
10:00am |
|
36 |
336 |
NC |
$2,500,000 |
3/3/10 |
2:00pm |
|
37 |
336 |
NC |
$350,000 |
3/5/10 |
1:00pm |
|
38 |
919 |
NC |
$400,000 |
3/8/10 |
10:00am |
|
39 |
402 |
NE |
$900,000 |
2/24/10 |
2:00pm |
|
40 |
607 |
NY |
$350,000 |
3/4/10 |
10:00am |
|
41 |
315 |
NY |
$800,000 |
3/4/10 |
9:00am |
|
42 |
419 |
OH |
$425,000 |
2/23/10 |
3:00pm |
|
43 |
614 |
OH |
$750,000 |
2/23/10 |
2:30pm |
|
44 |
419 |
OH |
$275,000 |
2/24/10 |
2:30pm |
|
45 |
513 |
OH |
$300,000 |
2/25/10 |
10:00am |
|
46 |
513 |
OH |
$450,000 |
2/25/10 |
10:30am |
|
47 |
937 |
OH |
* |
2/25/10 |
9:00am |
|
48 |
419 |
OH |
$500,000 |
2/26/10 |
9:00am |
|
49 |
419 |
OH |
$1,000,000 |
2/26/10 |
3:00pm |
|
50 |
330 |
OH |
$260,000 |
3/4/10 |
9:00am |
|
51 |
740 |
OH |
$500,000 |
3/4/10 |
3:00pm |
|
52 |
419 |
OH |
$600,000 |
3/4/10 |
9:30am |
|
53 |
918 |
OK |
$800,000 |
2/24/10 |
10:00am |
|
54 |
503 |
OR |
$1,300,000 |
3/9/10 |
10:00am |
|
55 |
570 |
PA |
$300,000 |
2/23/10 |
10:00am |
|
56 |
814 |
PA |
* |
2/23/10 |
11:00am |
|
57 |
814 |
PA |
$500,000 |
3/11/10 |
2:00pm |
|
58 |
803 |
SC |
$50,000 |
2/23/10 |
2:30pm |
|
59 |
605 |
SD |
* |
2/24/10 |
10:00am |
|
60 |
901 |
TN |
$500,000 |
2/23/10 |
10:00am |
|
61 |
901 |
TN |
$600,000 |
2/23/10 |
10:00am |
|
62 |
423 |
TN |
* |
2/24/10 |
10:00am |
|
63 |
731 |
TN |
$200,000 |
2/25/10 |
10:30am |
|
64 |
901 |
TN |
$1,300,000 |
3/5/10 |
9:00am |
|
65 |
423 |
TN |
$1,300,000 |
3/12/10 |
10:00am |
|
66 |
940 |
TX |
$300,000 |
2/24/10 |
11:00am |
|
67 |
806 |
TX |
$390,000 |
2/24/10 |
10:00am |
|
68 |
940 |
TX |
$700,000 |
2/25/10 |
2:00pm |
|
69 |
903 |
TX |
$950,000 |
2/26/10 |
1:00pm |
|
70 |
817 |
TX |
$300,000 |
3/3/10 |
2:00pm |
|
71 |
435 |
UT |
$1,500,000 |
3/11/10 |
9:00am |
|
72 |
802 |
VT |
* |
2/24/10 |
11:00am |
|
73 |
509 |
WA |
$1,000,000 |
2/25/10 |
10:00am |
|
74 |
253 |
WA |
$200,000 |
2/26/10 |
10:00am |
|
75 |
262 |
WI |
$100,000 |
3/4/10 |
3:00pm |
* More information will be provided
when you speak with a 401kExchange
representative. |
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