This email contains images. If you cannot view them, click here.

Click here if you can't view this newsletter 401kExchange Logo
FEBRUARY 20, 2008

NEWSLETTER SPONSORS

 
PacificLife
 
  Attention Advisors: Earn Free Tools in the
2008 DCP Advisor Study
 

On behalf of Boston Research Group and 401kExchange, we cordially invite you to participate in the annual DCP Advisor Study. The 2008 on-line survey allows you...
Read More

 
  Industry Insight from Fred Barstein
2007 Micro Market Top Rated Remains Stable

UNLIKE THE SMALL market 2007 ratings ($1-$10 million), the micro market (<$1 million) top-rated providers for the 2007 401kExchange Ratings and Market Share Report only included a few...
Read More

 
 
   

Small Business
Retirement Plans

More than ever, the responsibility to help employees save enough for retirement falls on business owners and on their employees them-selves. Establishing a defined contribution retirement plan makes owners and employees partners in their future, which helps enhance employees’ stake in the success of a business.
 
  Read More
 
   
From 401kWire
Fido Reveals the State of its DC Biz
Scott David gave an update on participants, assets and client wins.

Read More

Transamerica Launches
Fiduciary Warranty

The Los Angeles-based provider is offering the warranty as part of a newly launched fiduciary management program.
Read More

 
   
  AIG SunAmerica
Fidelty

DailyAccess
DiversifiedDiversified
PacificLife

MassMutual

Transamerica

Symetra


Visit the
Newsletter Archive



Unsubscribe From
Future Newsletters
 
 
From Last Week's Exchange
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...
Read More

 
 

Prospect Pipeline APPOINTMENTS
Over $44 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 $1,100,000 3/6/08 9:30am
3 251 AL $1 2/28/08 2:00pm
4 912 GA $600,000 2/28/08 10:00am
5 808 HI * 2/25/08 10:00am
6 515 IA $800,000 2/21/08 11:00am
7 319 IA $1,000,000 2/25/08 10:00am
8 515 IA * 3/5/08 9:00am
9 208 ID $2,000,000 3/6/08 9:30am
10 618 IL $60,000 3/5/08 11:00am
11 504 LA $500,000 2/27/08 10:30am
12 207 ME $1,300,000 2/26/08 12:00pm
13 616 MI * 2/28/08 10:00am
14 816 MO $950,000 3/3/08 10:00am
15 314 MO $1,500,000 2/26/08 11:00am
16 252 NC $300,000 2/28/08 2:00pm
17 704 NC $300,000 3/5/08 10:00am
18 919 NC $300,000 3/5/08 2:30pm
19 919 NC $400,000 2/27/08 2:30pm
20 828 NC $400,000 3/4/08 3:00pm
21 704 NC $400,000 3/31/08 10:30am
22 919 NC $500,000 2/28/08 10:00am
23 828 NC $850,000 3/5/08 10:00am
24 828 NC $1,600,000 2/22/08 2:00pm
25 828 NC $1,600,000 2/26/08 2:00pm
26 402 NE $500,000 3/6/08 1:00pm
27 308 NE $1,200,000 2/27/08 10:00am
28 402 NE * 2/28/08 2:00pm
29 908 NJ $15,000 2/27/08 9:00am
30 856 NJ $375,000 2/28/08 10:00am
31 201 NJ * 3/12/08 10:30am
32 212 NY $375,000 2/28/08 11:00am
33 518 NY $1,000,000 2/25/08 9:30am
34 419 OH $400,000 2/26/08 10:00am
35 419 OH $500,000 3/4/08 9:00am
36 419 OH $600,000 2/25/08 10:00am
37 419 OH $900,000 3/6/08 3:00pm
38 401 RI * 2/29/08 11:00am
39 843 SC $500,000 2/26/08 10:00am
40 803 SC $1,500,000 2/28/08 9:30am
41 901 TN $175,000 3/4/08 9:30am
42 731 TN * 3/4/08 10:00am
43 409 TX $700,000 2/26/08 10:00am
44 325 TX * 2/27/08 10:00am
45 281 TX * 3/3/08 2:00pm
46 435 UT $1,000,000 3/6/08 10:00am
47 804 VA $300,000 2/21/08 2:00pm
48 276 VA $650,000 3/13/08 2:00pm
49 276 VA * 3/3/08 3:00pm
50 509 WA $350,000 2/27/08 2:00pm
51 509 WA $350,000 3/4/08 10:00am
52 509 WA $500,000 3/5/08 2:00pm
53 509 WA $600,000 3/6/08 10:00am
54 509 WA $850,000 2/28/08 10:00am
55 509 WA $900,000 3/4/08 9:00am
56 509 WA $1,000,000 3/4/08 2:00pm
57 509 WA $1,200,000 2/21/08 10:00am
58 509 WA $1,800,000 2/27/08 10:00am
59 509 WA $2,500,000 3/5/08 9:00am
60 608 WI $200,000 2/21/08 2:00pm
61 608 WI $850,000 3/6/08 10:00am
62 608 WI $1,000,000 2/22/08 10:00am
63 920 WI $1,600,000 3/4/08 9:30am
64 715 WI $2,400,000 2/29/08 2:00pm
65 608 WI * 2/28/08 9:00am
66 608 WI * 3/5/08 2:00pm
67 608 WI * 3/4/08 10:00am
68 608 WI * 2/27/08 3:00pm

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

 


Copyright ©1996-2008 401kExchange, Inc. All Rights Reserved.