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MARCH 10, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Focus on Fees and Performance for Active 401(k) Sponsors in 2009     SPEAKING VERY CLEARLY, plan sponsors who are thinking of changing or actively searching for a new record keeper in the under $100 million 401(k) market are most concerned about fees and fund performance (based on over 1,000 surveys in 2009).  Compared to 2007 results, more than double the percentage of sponsors in 2009... Read More       iShares Profile     iShares <View Profile>, a division of BlackRock, is the leading provider of ETF’s in the world with an estimated 46% market share.  Their 401(k) initiative was launched in May, 2009, in response to the most common request from retail advisors using ETF’s.  The iShares 401(k) initiative has gathered nearly $500 million since its launch.  Despite some challenges that record keepers have to overcome to use ETF’s... Read More     Case of the Week:  Get to Know the 8606 by John Carl, President, Retirement Learning Center   IF YOU HAVE clients who have made nondeductible contributions to their traditional IRAs over the years, but have never heard of IRS Form 8606, Nondeductible IRAs, you have reason to be concerned for your clients.  Our ERISA consultants on the Columbia Management Learning Center (CMLC) Resource Desk have been taking an increased... Read More         Upcoming Event The ASPPA 401(k) Summit March 14 - 16, 2010 Orlando World Center Marriott Orlando, Florida 401kExchange - Booth #208   Please stop by to meet: Fred Barstein Marcus Chandler Michael Frederick Linda Rodriguez           Upcoming Event         From Last Week's Exchange 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     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 1 520 AZ $1,500,000 3/16/10 10:00am 2 707 CA $1,300,000 3/18/10 10:00am 3 203 CT $450,000 3/19/10 2:00pm  4 239 FL * 3/22/10 9:00am  5 706 GA $2,000,000 3/22/10 10:00am 6 319 IA $1,600,000 3/19/10 9:00am  7 208 ID $390,000 3/24/10 1:30pm  8 847 IL $400,000 3/17/10 10:00am 9 217 IL $2,000,000 4/14/10 10:00am 10 316 KS $1,200,000 4/1/10 10:00am 11 502 KY $1,000,000 3/31/10 11:00am 12 606 KY $1,000,000 4/22/10 10:00am 13 301 MD * 3/19/10 9:00am  14 301 MD $400,000 3/23/10 10:00am 15 734 MI $150,000 3/16/10 2:00pm  16 269 MI $400,000 3/18/10 2:00pm  17 616 MI * 3/22/10 2:00pm  18 218 MN $1,000,000 3/17/10 10:00am 19 314 MO $2,000,000 3/16/10 9:00am  20 417 MO $200,000 3/18/10 10:00am 21 816 MO $2,000,000 3/23/10 10:00am 22 662 MS $500,000 3/23/10 10:00am 23 704 NC $1,500,000 3/17/10 10:00am 24 402 NE * 3/17/10 9:00am  25 402 NE $300,000 3/18/10 10:00am 26 402 NE $800,000 3/23/10 10:00am 27 402 NE $399,000 3/25/10 3:00pm  28 315 NY $500,000 3/16/10 3:00pm  29 845 NY * 3/18/10 10:00am 30 419 OH $600,000 3/17/10 11:30am 31 440 OH $1,000,000 3/18/10 9:00am  32 440 OH $500,000 3/19/10 9:00am  33 419 OH $600,000 3/22/10 9:30am  34 740 OH $800,000 4/6/10 2:00pm  35 918 OK $500,000 3/23/10 9:00am  36 580 OK * 3/23/10 10:00am 37 918 OK $800,000 3/24/10 10:00am 38 541 OR $700,000 4/7/10 2:00pm  39 814 PA $600,000 3/17/10 10:30am 40 814 PA * 3/17/10 11:00am 41 412 PA $1,000,000 3/18/10 2:00pm  42 843 SC $2,900,000 3/16/10 9:00am  43 931 TN $2,500,000 3/24/10 10:00am 44 817 TX $300,000 3/17/10 2:00pm  45 806 TX $700,000 3/19/10 2:00pm  46 972 TX * 3/24/10 2:00pm  47 806 TX $500,000 3/25/10 10:00am 48 409 TX $650,000 3/30/10 10:00am 49 276 VA $650,000 3/18/10 12:00pm 50 703 VA $200,000 3/24/10 9:00am  51 425 WA $300,000 3/24/10 10:30am 52 262 WI $2,500,000 3/16/10 10:00am 53 715 WI * 3/18/10 10:00am 54 715 WI $2,300,000 3/23/10 1:00pm  55 608 WI * 3/24/10 10:00am 56 262 WI $100,000 3/30/10 1:30pm  * More information will be provided when you speak with a 401kExchange representative.		UPCOMING EVENTS   FEATURED PROVIDER           Visit the Newsletter Archive   Unsubscribe From Future Newsletters   Visit the Sponsor Directory     Want to Receive Your Own Copy of the Weekly Newsletter?
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