TOP RATED PROVIDERS in the 401kExchange Micro-Market Ratings* report (plans with less than $1 million) include many well rated providers from 2005.  Topping the fund manager list is CUNA which focuses almost exclusively on credit unions followed by First Mercantile, a TPA owned by Sun Trust, and Vanguard which distributes through local full-service TPA’s.  Baden, a TPA recently purchased by Clark Consulting, tops the record keeper ratings followed by CUNA and Standard.

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Fidelity is a household name in the retirement market with a long history, and their advisor sales and service model is becoming very well- established.  In 1995, using an outside record keeping provider, Fidelity’s interest in advisors began to grow with their increased importance to sponsors and participants.  For advisors focused on this market, Fidelity’s brand, technology and value-added services make it a compelling choice.

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UNLIKE THE MID MARKET, the 2006 401kExchange small market ($1-$10 million) top ten list* includes lesser known providers headed by repeat top fund managers M&I, Standard and BB&T.  Today’s fund manager are judged less for the quality of their proprietary investments and more for the depth and quality of outside investments as well as employee education and fees.  Top administrators/record keepers include M&I, DAC, CPI, Standard and ABG. 

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Prospect Pipeline APPOINTMENTS
Over $1.2 Billion in 401(k) Set Appointments Available!

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