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MARCH  12, 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...
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  Industry Insight from Fred Barstein
 Opportunity Index Continues Slide in February


WITH ALL THE bad news on Wall Street, it would have been a welcomed relief for record keepers if plan sponsors had a growing appetite to change vendors. Unfortunately the 401kExchange Opportunity Index¹ continued to...
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Fiduciary Focus:
Prohibited Transaction Discussion
ERISA SECTION 406(a)(1)(C) prohibits transactions that directly or indirectly provide goods, services, or facilities between 401(k) plans and their parties in interest unless a statutory...		  
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CitiStreet Bid List
Takes Shape 
CITI HAS CUT its list of suitors down to a dozen, say industry sources. What at least one buyer appears willing to pay also raises eyebrows.
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  Transamerica
DiversifiedDailyAccess
AIG SunAmerica
Fidelty

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PacificLife

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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
 
From Last Week's Exchange
2007 Market Share Shows Signs of Consolidation

WITH MORE CONSOLIDATION likely over the next 18 months, the top 401(k) record keepers gained significant market share in 2007 measured by plan count. Based on 50,000 surveys of...
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Prospect Pipeline APPOINTMENTS
Over $71 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
1 251 AL $500,000 3/19/08 9:00am
2 303 CO $150,000 3/19/08 2:00pm
3 203 CT $500,000 3/24/08 2:00pm
4 203 CT $600,000 3/19/08 10:00am
5 203 CT * 3/26/08 9:00am
6 203 CT * 3/28/08 10:30am
7 860 CT * 3/27/08 2:00pm
8 352 FL $500,000 3/25/08 10:00am
9 813 FL $1,100,000 3/17/08 2:00pm
10 941 FL $1,500,000 3/25/08 2:00pm
11 904 FL $1,700,000 3/20/08 4:00pm
12 813 FL $2,400,000 3/27/08 9:00am
13 515 IA * 3/20/08 2:00pm
14 217 IL $200,000 3/25/08 10:00am
15 630 IL * 3/28/08 3:00pm
16 708 IL * 3/26/08 9:00am
17 765 IN $670,000 3/20/08 3:00pm
18 913 KS $1,200,000 3/26/08 9:00am
19 859 KY $250,000 3/27/08 9:00am
20 859 KY $1,500,000 3/26/08 2:00pm
21 859 KY $2,000,000 3/26/08 3:00pm
22 318 LA $300,000 3/17/08 10:00am
23 318 LA $2,700,000 3/28/08 2:00pm
24 225 LA * 3/31/08 10:00am
25 617 MA * 3/28/08 10:00am
26 617 MA * 3/27/08 4:00pm
27 410 MD * 3/18/08 10:00am
28 616 MI $300,000 3/27/08 9:00am
29 763 MN $450,000 3/18/08 2:30pm
30 763 MN $700,000 3/24/08 1:30pm
31 952 MN $2,200,000 3/14/08 9:00am
32 612 MN $2,500,000 3/20/08 1:30pm
33 612 MN * 3/19/08 1:00pm
34 612 MN * 3/24/08 10:00am
35 816 MO $500,000 3/18/08 9:00am
36 636 MO $600,000 3/20/08 9:00am
37 314 MO $600,000 3/25/08 10:00am
38 816 MO * 3/26/08 10:00am
39 816 MO * 3/13/08 10:00am
40 636 MO * 3/20/08 10:00am
41 704 NC $200,000 3/19/08 10:30am
42 828 NC $300,000 3/25/08 9:00am
43 919 NC $340,000 3/19/08 10:00am
44 828 NC $400,000 3/20/08 10:00am
45 704 NC $400,000 3/31/08 10:30am
46 828 NC $500,000 3/19/08 10:00am
47 704 NC $600,000 3/19/08 10:30am
48 704 NC $750,000 3/18/08 10:00am
49 828 NC $850,000 3/13/08 4:30pm
50 828 NC $1,000,000 3/26/08 2:00pm
51 828 NC $1,000,000 3/27/08 10:00am
52 828 NC $1,200,000 3/26/08 10:30am
53 828 NC $1,600,000 3/18/08 2:00pm
54 828 NC $1,700,000 3/19/08 9:30am
55 828 NC $1,900,000 3/19/08 10:00am
56 828 NC * 3/13/08 9:00am
57 910 NC * 3/26/08 10:00am
58 828 NC * 3/19/08 9:00am
59 701 ND $1,300,000 3/28/08 9:30am
60 908 NJ * 3/14/08 10:30am
61 908 NJ * 3/19/08 10:00am
62 201 NJ * 3/13/08 10:00am
63 914 NY $100,000 3/18/08 2:00pm
64 315 NY * 3/18/08 10:00am
65 315 NY * 3/24/08 2:30pm
66 718 NY * 3/26/08 10:00am
67 419 OH $400,000 4/9/08 10:00am
68 419 OH $600,000 3/18/08 2:00pm
69 419 OH $1,400,000 3/19/08 2:30pm
70 580 OK * 3/26/08 10:30am
71 918 OK * 3/26/08 10:30am
72 503 OR $520,000 3/24/08 1:30pm
73 717 PA $900,000 3/27/08 10:00am
74 570 PA $1,100,000 3/27/08 2:00pm
75 717 PA $1,500,000 3/13/08 9:00am
76 717 PA $1,500,000 3/20/08 3:00pm
77 724 PA $1,500,000 3/26/08 2:00pm
78 717 PA $2,000,000 3/26/08 10:00am
79 412 PA * 3/20/08 2:00pm
80 843 SC $580,000 3/28/08 2:00pm
81 843 SC * 4/22/08 10:00am
82 731 TN $400,000 3/27/08 2:00pm
83 731 TN $500,000 3/19/08 10:00am
84 423 TN * 3/19/08 10:00am
85 713 TX $500,000 3/18/08 10:30am
86 713 TX $550,000 3/18/08 2:30pm
87 713 TX $700,000 3/28/08 9:00am
88 806 TX $1,450,000 3/26/08 9:00am
89 806 TX $2,000,000 3/26/08 2:00pm
90 469 TX * 3/25/08 10:00am
91 276 VA $650,000 3/13/08 2:00pm
92 540 VA $750,000 3/19/08 10:00am
93 509 WA $350,000 3/26/08 2:00pm
94 509 WA $900,000 3/25/08 2:00pm
95 509 WA $1,000,000 4/8/08 2:00pm
96 509 WA $1,100,000 4/15/08 11:00am
97 509 WA $1,400,000 3/19/08 2:00pm
98 509 WA $1,800,000 4/8/08 10:00am
99 509 WA $2,000,000 4/18/08 2:00pm
100 509 WA * 3/27/08 10:00am
101 715 WI $1,300,000 3/27/08 2:00pm
102 920 WI * 3/17/08 2:30pm
103 608 WI * 3/27/08 9:00am
104 608 WI * 3/20/08 9:00am
105 608 WI * 3/19/08 9:00am
106 920 WI * 3/26/08 9:30am
107 608 WI * 4/10/08 10:00am
108 414 WI * 3/18/08 2:00pm
109 414 WI * 3/28/08 10:00am
110 304 WV $2,200,000 3/26/08 9:00am

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

  


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