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MARCH 3, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein February 401kExchange Opportunity Index     THE FEBRUARY 2010 401kExchange Opportunity Indices¹ continued trends started in 2009 with very few plan sponsors thinking of changing or actively searching for a new record keeper.  Instead, plan sponsors are indicating a robust demand for experienced advisors and new investments.  Though the Micro Market (<$1 million) record... Read More       From Last Week's Exchange 2009 Market Share Report - 401(k) Record Keepers     WITH FEWER PLANS sponsors changing record keepers, the top 10 providers increased their overall market share in all segments as compared to 2008, especially in the Mid Market ($10-$100 million) where the top 10 enjoy nearly a 60% share.  Since 2006, the top 10 Mid Market providers have increased their share of market by 23%.  Top gainers were led by providers who made significant acquisitions.... Read More     Prospect Pipeline APPOINTMENTS Over $50 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 $200,000 3/12/10 9:00am  2 707 CA $1,300,000 3/18/10 10:00am 3 706 GA $750,000 3/25/10 11:00am 4 712 IA $1,000,000 3/12/10 10:00am 5 319 IA $1,500,000 3/19/10 10:00am 6 208 ID $390,000 3/10/10 1:30pm  7 217 IL $300,000 3/9/10 10:00am 8 630 IL $350,000 3/10/10 10:00am 9 217 IL $2,000,000 3/10/10 10:00am 10 812 IN $500,000 3/11/10 11:00am 11 812 IN $800,000 3/11/10 10:00am 12 316 KS $1,200,000 3/11/10 10:00am 13 502 KY $990,000 3/10/10 11:00am 14 606 KY $1,000,000 4/22/10 10:00am 15 616 MI $400,000 3/10/10 1:30pm  16 989 MI $1,400,000 3/11/10 9:30am  17 734 MI $150,000 3/16/10 2:00pm  18 269 MI $400,000 3/18/10 2:00pm  19 636 MO $400,000 3/10/10 1:30pm  20 636 MO $320,000 3/11/10 10:30am 21 417 MO $200,000 3/18/10 10:00am 22 919 NC $400,000 3/8/10 10:00am 23 704 NC $500,000 3/9/10 10:00am 24 704 NC $240,000 3/11/10 10:00am 25 402 NE $2,000,000 3/11/10 10:00am 26 402 NE $300,000 3/18/10 10:00am 27 402 NE $399,000 3/25/10 3:00pm  28 716 NY * 3/9/10 10:00am 29 315 NY $500,000 3/16/10 3:00pm  30 740 OH $800,000 3/9/10 2:00pm  31 419 OH $500,000 3/11/10 9:00am  32 419 OH $310,000 3/12/10 1:30pm  33 419 OH $1,000,000 3/12/10 10:30am 34 419 OH $1,000,000 3/12/10 2:00pm  35 419 OH $600,000 3/22/10 9:30am  36 918 OK $500,000 3/10/10 9:00am  37 918 OK $600,000 3/10/10 10:00am 38 918 OK $800,000 3/24/10 10:00am 39 541 OR $700,000 3/9/10 2:00pm  40 503 OR $300,000 3/11/10 2:00pm  41 570 PA $1,300,000 3/9/10 11:00am 42 570 PA $418,000 3/11/10 10:00am 43 570 PA $2,000,000 3/11/10 10:00am 44 717 PA * 3/12/10 10:00am 45 814 PA $600,000 3/17/10 10:30am 46 814 PA * 3/17/10 11:00am 47 843 SC $730,000 3/9/10 10:00am 48 409 TX $650,000 3/8/10 10:00am 49 903 TX $2,200,000 3/12/10 10:00am 50 817 TX $300,000 3/17/10 2:00pm  51 806 TX $500,000 3/25/10 10:00am 52 703 VA $200,000 3/10/10 9:00am  53 540 VA $800,000 3/10/10 11:00am 54 434 VA $2,000,000 3/11/10 9:30am  55 608 WI * 3/11/10 10:00am 56 307 WY $1,500,000 3/10/10 10:30am * More information will be provided when you speak with a 401kExchange representative.		Visit the Newsletter Archive Unsubscribe From Future Newsletters   Visit the Sponsor Directory
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