This email contains images. If you cannot view them, click here.

MARCH 25, 2009		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein The Problem with Target Date Funds     THE 401(k) INDUSTRY and everyone associated with it are not the only ones looking for easy answers to today’s complex problems.  We seem to have moved full circle from stable value to proprietary mutual fund platforms to open menus to proprietary target date funds with the promise that each solution would lead to nirvana. Read More     Required Minimum Distributions (RMDs) Waived for 2009 IN THE CURRENT ECONOMIC ENVIRONMENT, many contract values have been severely impacted by the deep declines in the stock market. Retired clients with investments that do not offer a guaranteed rate of return or downside market... Read More     From Last Week's Exchange DCP Advisor Study   WITHOUT DOUBT, THERE is a reckoning coming in the 401(k) market similar to what is happening in the broader financial services market as a karmic result of a combination of neglect, greed and ignorance on the part of regulators, providers, advisors, sponsors and participants. Read More   Prospect Pipeline APPOINTMENTS Over $109 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 $900,000 04/01/09 9:30am  2 650 CA $2,000,000 03/30/09 10:00am 3 530 CA $1,200,000 04/10/09 9:30am  4 916 CA $200,000 04/22/09 10:00am 5 510 CA * 04/22/09 10:00am 6 650 CA * 04/23/09 10:00am 7 707 CA $1,000,000 04/30/09 3:00pm  8 203 CT $1,000,000 04/23/09 10:00am 9 203 CT $25,000 04/30/09 10:00am 10 850 FL $990,000 04/08/09 10:30am 11 239 FL $800,000 04/09/09 2:00pm  12 850 FL $1,500,000 04/15/09 2:00pm  13 305 FL * 04/16/09 10:00am 14 561 FL $400,000 04/17/09 10:00am 15 407 FL $100,000 04/20/09 2:00pm  16 386 FL $920,000 04/21/09 2:30pm  17 407 FL $300,000 04/23/09 3:00pm  18 904 FL $1,700,000 04/28/09 9:00am  19 305 FL * 04/30/09 10:00am 20 912 GA $200,000 04/01/09 11:00am 21 706 GA $274,000 04/15/09 1:00pm  22 706 GA $100,000 04/22/09 10:00am 23 706 GA $980,000 04/29/09 2:00pm  24 319 IA $1,800,000 03/31/09 10:00am 25 515 IA * 04/06/09 2:00pm  26 208 ID * 04/07/09 9:00am  27 217 IL $450,000 03/31/09 9:00am  28 217 IL $600,000 04/02/09 2:30pm  29 815 IL $600,000 04/07/09 10:00am 30 217 IL $1,000,000 04/08/09 10:30am 31 309 IL $1,000,000 04/22/09 8:30am  32 309 IL $1,500,000 04/23/09 9:00am  33 217 IL $2,700,000 04/23/09 2:00pm  34 317 IN $350,000 04/03/09 1:00pm  35 812 IN $600,000 04/08/09 2:00pm  36 574 IN $400,000 04/21/09 10:00am 37 812 IN $500,000 04/21/09 10:00am 38 317 IN $2,200,000 04/21/09 10:00am 39 260 IN $900,000 04/22/09 10:00am 40 606 KY * 04/14/09 9:30am  41 502 KY * 04/21/09 9:00am  42 859 KY * 04/29/09 2:00pm  43 504 LA $500,000 04/23/09 10:00am 44 318 LA $1,000,000 04/23/09 9:00am  45 978 MA $317,000 04/16/09 10:00am 46 508 MA $500,000 04/22/09 10:00am 47 301 MD $300,000 04/01/09 10:00am 48 301 MD $500,000 04/30/09 9:00am  49 207 ME $1,500,000 03/31/09 10:00am 50 207 ME $700,000 04/28/09 11:00am 51 207 ME $1,000,000 04/28/09 3:00pm  52 248 MI $500,000 03/30/09 11:00am 53 269 MI $480,000 04/06/09 9:00am  54 248 MI $1,500,000 04/14/09 9:00am  55 248 MI $1,200,000 04/21/09 4:00pm  56 734 MI $300,000 04/23/09 10:00am 57 517 MI $800,000 04/28/09 9:00am  58 269 MI $1,000,000 04/29/09 2:00pm  59 507 MN $600,000 04/07/09 9:00am  60 507 MN * 04/09/09 9:00am  61 507 MN $400,000 04/14/09 3:00pm  62 218 MN $2,000,000 04/16/09 10:00am 63 636 MO $350,000 04/01/09 1:30pm  64 636 MO * 04/08/09 10:00am 65 636 MO $1,500,000 04/13/09 10:00am 66 573 MO $500,000 04/16/09 10:00am 67 573 MO $220,000 04/23/09 2:30pm  68 314 MO $1,400,000 04/24/09 9:00am  69 601 MS $2,000,000 04/07/09 9:00am  70 601 MS * 04/07/09 9:00am  71 601 MS * 04/16/09 10:00am 72 252 NC $500,000 04/07/09 3:00pm  73 252 NC $700,000 04/08/09 9:00am  74 252 NC * 04/08/09 11:00am 75 910 NC $500,000 04/09/09 2:30pm  76 704 NC * 04/16/09 2:00pm  77 252 NC $225,000 04/21/09 11:00am 78 252 NC $300,000 04/21/09 10:00am 79 828 NC $350,000 04/21/09 3:00pm  80 828 NC $250,000 04/22/09 3:00pm  81 910 NC $600,000 04/22/09 9:00am  82 252 NC $300,000 04/29/09 9:00am  83 252 NC $600,000 04/29/09 2:00pm  84 402 NE $800,000 04/07/09 2:30pm  85 775 NV $550,000 04/02/09 3:00pm  86 716 NY $600,000 03/31/09 9:00am  87 716 NY $2,000,000 04/07/09 9:00am  88 315 NY * 04/07/09 10:00am 89 716 NY $600,000 04/21/09 10:00am 90 937 OH $300,000 04/03/09 10:30am 91 740 OH $1,500,000 04/08/09 9:00am  92 740 OH $300,000 04/16/09 10:00am 93 440 OH $200,000 04/21/09 2:00pm  94 419 OH $350,000 04/22/09 2:00pm  95 740 OH $400,000 04/23/09 2:00pm  96 937 OH $250,000 04/27/09 11:00am 97 580 OK * 03/26/09 10:00am 98 918 OK $2,200,000 04/16/09 3:00pm  99 918 OK $2,000,000 04/21/09 9:00am  100 971 OR $480,000 04/23/09 2:00pm  101 412 PA $150,000 04/08/09 2:00pm  102 412 PA $700,000 04/16/09 10:00am 103 724 PA $500,000 04/21/09 10:00am 104 610 PA $280,000 04/22/09 10:00am 105 724 PA $400,000 04/23/09 2:30pm  106 412 PA $700,000 04/23/09 10:00am 107 803 SC $600,000 04/03/09 10:00am 108 803 SC $300,000 04/15/09 10:00am 109 803 SC $500,000 04/22/09 9:30am  110 843 SC $1,000,000 04/22/09 2:30pm  111 605 SD * 04/28/09 2:00pm  112 931 TN $1,500,000 04/07/09 2:00pm  113 901 TN * 04/08/09 11:00am 114 423 TN $2,500,000 04/14/09 10:00am 115 615 TN $500,000 04/21/09 2:00pm  116 865 TN $2,200,000 04/29/09 10:00am 117 615 TN $600,000 04/30/09 3:00pm  118 512 TX $800,000 04/06/09 2:00pm  119 512 TX $650,000 04/07/09 10:00am 120 210 TX $300,000 04/08/09 10:00am 121 979 TX * 04/08/09 9:00am  122 512 TX $150,000 04/10/09 9:00am  123 409 TX * 04/15/09 2:00pm  124 713 TX * 04/15/09 10:30am 125 806 TX $750,000 04/22/09 10:00am 126 713 TX $1,500,000 04/28/09 9:00am  127 801 UT $500,000 04/07/09 10:00am 128 801 UT * 04/13/09 10:00am 129 540 VA $1,300,000 03/30/09 10:00am 130 276 VA $900,000 04/02/09 10:30am 131 540 VA $550,000 04/08/09 9:00am  132 540 VA $550,000 04/08/09 9:00am  133 540 VA $500,000 04/22/09 2:00pm  134 509 WA * 04/01/09 10:00am 135 509 WA * 04/14/09 2:00pm  136 206 WA $800,000 04/21/09 2:00pm  137 425 WA $600,000 04/23/09 2:00pm  138 425 WA $1,200,000 04/29/09 9:00am  139 414 WI $300,000 03/31/09 10:00am 140 715 WI * 03/31/09 10:00am 141 608 WI $1,500,000 04/01/09 9:00am  142 715 WI $2,500,000 04/02/09 10:00am 143 262 WI $2,500,000 04/06/09 9:00am  144 920 WI $2,900,000 04/07/09 9:00am  145 920 WI $400,000 04/08/09 1:30pm  146 715 WI $1,000,000 04/14/09 2:30pm  147 608 WI * 04/14/09 8:30am  148 920 WI $2,900,000 04/15/09 3:00pm  149 262 WI * 04/15/09 2:00pm  150 715 WI $730,000 04/20/09 9:00am  151 608 WI * 04/21/09 9:00am  152 920 WI * 04/21/09 2:00pm  153 608 WI $600,000 04/22/09 9:00am  154 304 WV $250,000 04/01/09 2:00pm  155 304 WV $1,200,000 04/08/09 2:30pm  156 304 WV $2,500,000 04/14/09 10:00am     * More information will be provided when you speak with a 401kExchange representative.		Visit the Newsletter Archive Unsubscribe From Future Newsletters Visit the Sponsor Directory
Copyright ©1996-2009 401kExchange. All Rights Reserved. Neither this newsletter nor any part of it may be reproduced without the written permission of 401kExchange, Inc. Requests for permission should be directed to editor@401kExchange.com. No information in this issue should be used as recommendation to buy or sell securities or to provide investment advice.