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MARCH 4, 2009		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein February 401kExchange Opportunity Index Continues to Slide     THE 401KEXCHANGE OPPORTUNITY INDEX¹ continued its downward trend begun in 2006 sinking to historic lows in all markets in February 2009. Plan sponsors faced with falling profits, layoffs and tight credit markets are not likely to... Read More       401kExchange Welcomes SEI to the Weekly Exchange IN TODAY'S CURRENT economic crisis, companies are looking to do more with less, which frequently means turning to outsourcing partners. SEI’s Investment Manager Services division provides money managers with administration and accounting back-office infrastructure. By outsourcing these functions... Read More     From Last Week's Exchange Performance Drives Dissatisfaction Among Searching (401k) Sponsors   WITH NO SURPRISE to anyone, plan sponsors dissatisfaction with fund performance grew at a faster pace from 2007 to 2008 than any other level of service among searching plan sponsors.  Driven by poor performance, overall satisfaction among all plans sponsors was significantly down in all markets in 2008 but... Read More   Prospect Pipeline APPOINTMENTS Over $142 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 Mary Christopher, ext. 3573 or mchristopher@401kexchange.com. Lead # Area Code State Assets Appt. Date Appt. Time 1 334 AL $2,500,000 3/11/09 10:30am 2 334 AL $900,000 4/1/09 9:30am  3 479 AR $900,000 3/12/09 2:00pm  4 870 AR $1,000,000 3/25/09 10:00am 5 870 AR $2,500,000 3/25/09 2:30pm  6 480 AZ $2,100,000 4/2/09 2:30pm  7 559 CA $300,000 3/10/09 9:00am  8 530 CA $800,000 3/10/09 10:00am 9 530 CA $1,100,000 3/18/09 10:00am 10 805 CA $200,000 3/26/09 2:00pm  11 707 CA * 3/26/09 10:30am 12 310 CA $50,000 3/31/09 1:00pm  13 559 CA $1,000,000 4/21/09 10:00am 14 386 FL $920,000 3/16/09 2:30pm  15 407 FL $300,000 3/19/09 3:00pm  16 786 FL * 3/20/09 3:00pm  17 561 FL $300,000 3/24/09 9:00am  18 850 FL $990,000 4/8/09 10:30am 19 770 GA * 3/11/09 10:30am 20 706 GA $274,000 3/18/09 9:00am  21 678 GA $2,200,000 3/18/09 2:00pm  22 229 GA $300,000 3/24/09 10:30am 23 912 GA $500,000 3/25/09 9:00am  24 770 GA $600,000 3/26/09 9:00am  25 478 GA $700,000 3/26/09 10:00am 26 912 GA $200,000 4/1/09 11:00am 27 319 IA $2,500,000 3/24/09 2:00pm  28 618 IL $2,500,000 3/12/09 11:00am 29 217 IL * 3/17/09 10:00am 30 618 IL $800,000 3/26/09 9:30am  31 217 IL $600,000 4/2/09 2:30pm  32 260 IN $900,000 3/10/09 10:00am 33 812 IN $990,000 3/19/09 2:00pm  34 765 IN $300,000 4/2/09 9:00am  35 317 IN $350,000 4/3/09 1:00pm  36 785 KS * 3/25/09 10:00am 37 606 KY * 3/17/09 9:30am  38 859 KY $450,000 3/18/09 11:30am 39 606 KY $1,100,000 3/19/09 9:30am  40 502 KY $500,000 3/24/09 10:00am 41 225 LA $400,000 3/9/09 9:00am  42 504 LA $500,000 3/19/09 10:00am 43 781 MA $150,000 3/26/09 10:00am 44 508 MA $400,000 3/26/09 10:00am 45 301 MD $500,000 3/23/09 9:00am  46 301 MD $300,000 4/1/09 10:00am 47 301 MD $600,000 4/8/09 2:00pm  48 207 ME $600,000 3/17/09 3:00pm  49 207 ME $1,000,000 3/24/09 2:30pm  50 207 ME $1,500,000 3/24/09 10:00am 51 218 MN $2,000,000 3/20/09 10:00am 52 417 MO $600,000 3/24/09 10:00am 53 417 MO $950,000 3/24/09 10:00am 54 636 MO * 3/27/09 9:00am  55 636 MO $350,000 4/1/09 11:00am 56 636 MO $350,000 4/1/09 1:30pm  57 601 MS $600,000 3/17/09 10:00am 58 601 MS $950,000 3/25/09 10:00am 59 662 MS $300,000 3/26/09 10:00am 60 601 MS $630,000 3/27/09 9:00am  61 252 NC $300,000 3/10/09 10:00am 62 828 NC $250,000 3/12/09 3:00pm  63 828 NC $300,000 3/12/09 10:00am 64 704 NC * 3/17/09 2:00pm  65 828 NC $300,000 3/18/09 10:00am 66 828 NC $500,000 3/19/09 10:00am 67 910 NC $500,000 3/19/09 2:30pm  68 336 NC $700,000 3/19/09 9:00am  69 252 NC $500,000 3/24/09 3:30pm  70 910 NC $600,000 3/25/09 9:00am  71 704 NC $1,800,000 3/25/09 9:00am  72 704 NC $600,000 3/27/09 10:00am 73 910 NC $800,000 3/31/09 1:30pm  74 402 NE $975,000 3/19/09 2:00pm  75 402 NE $900,000 4/3/09 1:30pm  76 716 NY $2,000,000 4/7/09 9:00am  77 740 OH $300,000 3/12/09 10:00am 78 513 OH $2,500,000 3/19/09 10:00am 79 419 OH $2,200,000 3/24/09 9:00am  80 937 OH $250,000 3/26/09 11:00am 81 937 OH $300,000 4/3/09 10:30am 82 580 OK $1,500,000 3/26/09 2:30pm  83 580 OK * 3/26/09 10:00am 84 503 OR $200,000 3/20/09 2:00pm  85 570 PA $1,100,000 3/9/09 11:30am 86 412 PA $400,000 3/11/09 10:00am 87 814 PA $500,000 3/13/09 10:00am 88 570 PA $1,200,000 3/16/09 2:00pm  89 570 PA $500,000 3/23/09 10:00am 90 717 PA $300,000 3/24/09 10:00am 91 570 PA $500,000 3/24/09 3:00pm  92 717 PA * 3/24/09 2:00pm  93 814 PA $400,000 3/25/09 10:00am 94 803 SC $600,000 3/18/09 9:00am  95 803 SC $400,000 3/25/09 10:00am 96 803 SC $600,000 4/3/09 10:00am 97 605 SD * 3/19/09 2:00pm  98 605 SD * 3/26/09 2:00pm  99 214 TX $300,000 3/9/09 10:00am 100 281 TX $680,000 3/11/09 9:30am  101 281 TX $550,000 3/17/09 2:30pm  102 979 TX * 3/18/09 9:00am  103 409 TX $2,000,000 3/24/09 2:00pm  104 806 TX $750,000 3/25/09 10:00am 105 806 TX $750,000 3/25/09 2:00pm  106 713 TX $1,200,000 3/26/09 10:30am 107 281 TX * 3/26/09 3:30pm  108 713 TX $1,500,000 3/31/09 2:00pm  109 979 TX * 4/8/09 9:00am  110 801 UT $250,000 3/27/09 11:00am 111 540 VA $550,000 3/11/09 9:00am  112 540 VA $500,000 3/18/09 2:00pm  113 540 VA $300,000 3/19/09 11:00am 114 540 VA $525,000 3/24/09 3:00pm  115 540 VA $1,800,000 3/26/09 2:30pm  116 703 VA $1,000,000 3/30/09 11:00am 117 276 VA $900,000 4/2/09 10:30am 118 360 WA $1,500,000 3/11/09 2:00pm  119 509 WA $1,000,000 3/20/09 9:30am  120 253 WA $175,000 3/24/09 10:00am 121 425 WA $600,000 3/25/09 10:00am 122 425 WA $1,200,000 3/25/09 9:00am  123 509 WA $500,000 3/31/09 10:00am 124 206 WA $1,500,000 3/31/09 9:00am  125 509 WA * 4/1/09 10:00am 126 608 WI * 3/11/09 2:00pm  127 608 WI $2,300,000 3/12/09 10:30am 128 608 WI * 3/12/09 2:00pm  129 920 WI $990,000 3/17/09 10:00am 130 715 WI $2,500,000 3/18/09 10:00am 131 608 WI * 3/18/09 11:00am 132 920 WI * 3/19/09 10:00am 133 715 WI $500,000 3/23/09 9:00am  134 715 WI $1,000,000 3/23/09 2:30pm  135 608 WI $357,000 3/24/09 9:00am  136 920 WI $500,000 3/24/09 10:00am 137 715 WI $2,400,000 3/24/09 10:00am 138 715 WI * 3/25/09 9:30am  139 262 WI $900,000 3/26/09 10:30am 140 262 WI $1,200,000 3/27/09 1:30pm  141 414 WI $300,000 3/31/09 10:00am 142 715 WI * 3/31/09 10:00am 143 608 WI $1,500,000 4/1/09 9:00am  144 715 WI $2,500,000 4/2/09 10:00am 145 262 WI $400,000 4/22/09 1:00pm    * More information will be provided when you speak with a 401kExchange representative.		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