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MARCH  26, 2008

NEWSLETTER SPONSORS
 
2008 Advisor Study
   
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
 Uncertain Times - Big Opportunities
THE BIGGEST PROBLEM with the current economic conditions is that no one is sure about the extent of the problem. If Bear Stearns can become basically insolvent, who’s next? Though most of the major 401(k) record...

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Diversfied

 The Impact of New Regulations on 403(b) Plans

THE 403(B) MARKET is experiencing rapid change. With the passage of the Pension Protection Act of 2006 (PPA) and the recently finalized 403(b) regulations, the time is now for most plan sponsors and their advisors to act...

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Fido Rolls Out K Shares

FIDELITY IS ADDING a lower cost share class for its 401k clients.

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2008 Advisor Study
 
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
Buying Out Blind Squirrels

MOST OF THE problems in the small and mid DC market are caused by the blind squirrel advisors who do not have the knowledge, experience or resources to properly help sponsors and participants successfully manage...
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Prospect Pipeline APPOINTMENTS
Over $98 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
1 907 AK $2,700,000 4/2/08 10:00am
2 205 AL $350,000 4/9/08 2:00pm
3 334 AL $500,000 4/21/08 9:30am
4 870 AR $990,000 4/17/08 9:30am
5 310 CA $100,000 4/24/08 10:00am
6 650 CA $220,000 3/27/08 1:00pm
7 303 CO $400,000 4/2/08 2:30pm
8 719 CO $1,200,000 4/30/08 2:30pm
9 202 DC * 4/10/08 10:00am
10 813 FL $750,000 4/3/08 1:00pm
11 850 FL $1,200,000 4/16/08 9:00am
12 954 FL $1,200,000 4/16/08 10:00am
13 954 FL $2,000,000 4/21/08 2:00pm
14 813 FL $2,400,000 3/27/08 9:00am
15 850 FL * 4/1/08 10:00am
16 706 GA $350,000 4/16/08 9:30am
17 912 GA * 4/9/08 2:00pm
18 515 IA $800,000 4/24/08 10:30am
19 515 IA $1,200,000 4/23/08 2:30pm
20 515 IA * 4/10/08 9:00am
21 515 IA * 4/21/08 11:00am
22 208 ID $350,000 4/17/08 10:00am
23 815 IL $600,000 4/2/08 10:00am
24 847 IL $1,000,000 4/25/08 10:00am
25 815 IL $1,400,000 4/9/08 9:30am
26 847 IL $1,400,000 4/16/08 10:00am
27 708 IL $1,400,000 4/17/08 2:00pm
28 847 IL $2,000,000 4/24/08 9:00am
29 630 IL * 4/14/08 2:00pm
30 812 IN $500,000 4/10/08 2:00pm
31 812 IN $1,200,000 4/29/08 10:00am
32 812 IN * 4/10/08 9:30am
33 913 KS $500,000 4/16/08 2:00pm
34 316 KS $870,000 4/24/08 9:00am
35 316 KS $2,000,000 4/16/08 2:30pm
36 913 KS * 4/16/08 9:00am
37 859 KY $250,000 3/27/08 9:00am
38 606 KY $300,000 4/23/08 9:30am
39 606 KY $600,000 4/23/08 10:00am
40 502 KY $1,500,000 4/16/08 2:00pm
41 606 KY $1,800,000 4/8/08 2:00pm
42 859 KY $1,800,000 4/9/08 10:00am
43 859 KY $2,500,000 4/2/08 2:00pm
44 859 KY * 4/24/08 10:00am
45 502 KY * 4/23/08 9:00am
46 318 LA $1,700,000 4/15/08 9:30am
47 318 LA $2,700,000 3/28/08 2:00pm
48 781 MA $2,500,000 4/29/08 10:00am
49 617 MA * 4/9/08 1:00pm
50 617 MA * 3/28/08 10:00am
51 301 MD $850,000 4/23/08 9:30am
52 616 MI $300,000 3/27/08 9:00am
53 810 MI $650,000 4/25/08 1:00pm
54 248 MI * 4/16/08 1:00pm
55 952 MN $400,000 4/9/08 11:00am
56 218 MN $500,000 4/11/08 10:00am
57 952 MN $700,000 4/16/08 1:00pm
58 952 MN $750,000 4/9/08 2:00pm
59 320 MN $1,500,000 4/3/08 9:00am
60 715 MN * 4/3/08 10:00am
61 507 MN * 4/2/08 10:00am
62 612 MN * 4/16/08 10:00am
63 816 MO * 4/11/08 10:00am
64 601 MS $500,000 4/8/08 10:30am
65 601 MS $600,000 4/25/08 3:00pm
66 601 MS * 4/28/08 10:00am
67 601 MS * 4/9/08 10:00am
68 704 NC $300,000 4/3/08 2:00pm
69 336 NC $300,000 4/28/08 10:00am
70 704 NC $400,000 3/31/08 10:30am
71 919 NC $450,000 4/9/08 2:00pm
72 828 NC $450,000 4/21/08 10:30am
73 919 NC $500,000 4/24/08 10:00am
74 919 NC $600,000 3/27/08 11:00am
75 828 NC $1,500,000 4/8/08 9:00am
76 336 NC * 4/10/08 3:00pm
77 336 NC * 4/2/08 9:30am
78 828 NC * 4/4/08 10:30am
79 701 ND $1,300,000 3/28/08 9:30am
80 908 NJ $200,000 4/28/08 2:00pm
81 518 NY $250,000 4/17/08 1:30pm
82 419 OH $400,000 4/9/08 10:00am
83 419 OH $400,000 4/22/08 2:00pm
84 859 OH $450,000 4/9/08 10:00am
85 740 OH $850,000 4/17/08 9:00am
86 740 OH $1,200,000 4/8/08 10:00am
87 419 OH $1,300,000 4/2/08 11:30am
88 740 OH $2,500,000 4/17/08 10:00am
89 740 OH * 4/16/08 2:00pm
90 717 PA $500,000 4/16/08 9:00am
91 843 SC $580,000 3/28/08 2:00pm
92 828 SC $1,200,000 4/17/08 2:00pm
93 901 TN $175,000 4/22/08 9:00am
94 423 TN $600,000 4/22/08 9:00am
95 423 TN $700,000 4/23/08 9:30am
96 423 TN $2,500,000 4/9/08 10:00am
97 423 TN * 4/15/08 10:00am
98 713 TX $367,000 4/4/08 9:30am
98 281 TX $1,000,000 4/7/08 2:30pm
99 806 TX $1,500,000 4/9/08 10:00am
100 801 UT $1,100,000 4/2/08 9:30am
101 801 UT $1,500,000 4/9/08 10:00am
102 801 UT $1,500,000 4/15/08 10:00am
103 703 VA $1,000,000 4/10/08 2:00pm
104 360 WA $400,000 4/9/08 10:00am
105 509 WA $625,000 4/10/08 2:00pm
106 509 WA $2,500,000 4/2/08 10:00am
107 509 WA * 4/16/08 2:00pm
108 509 WA * 4/21/08 10:00am
109 715 WI $1,000,000 4/7/08 10:00am
110 715 WI $1,100,000 4/16/08 10:00am
111 920 WI $1,500,000 4/2/08 9:00am
112 262 WI $1,500,000 4/23/08 9:30am
113 608 WI $2,000,000 3/27/08 9:00am
114 715 WI $2,300,000 4/10/08 11:00am
115 715 WI $2,900,000 4/3/08 2:00pm
116 608 WI * 3/27/08 9:00am
117 715 WI * 4/16/08 10:00am
118 608 WI * 4/23/08 9:00am
119 715 WI * 4/15/08 2:00pm
120 920 WI * 4/16/08 2:00pm
121 715 WI * 4/7/08 2:30pm
122 920 WI * 4/16/08 10:00am
123 608 WI * 4/22/08 10:00am
124 304 WV $650,000 4/16/08 10:30am
125 304 WV $2,000,000 4/23/08 10:30am

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

  


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