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Industry Insight from Fred Barstein
Watching the Immovable Object
v. the Irresistible Force
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AFTER THREE YEARS of what seems like an industry holding its breath
with very little, if any innovation, the 401(k) industry
is on the verge of significant change.
With the government
breathing down our necks, lawyers threatening massive
class actions, plan sponsors unwilling to change record
keepers, efficient markets that fewer than ever...
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Featured Providers from Marcus Chandler
Provider Intelligence
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DID YOU KNOW you can view
complete provider profiles with contact information
at 401kExchange.com?
Currently, there are over 40 comprehensive
profiles of Record-Keepers, Bundled Providers and
Investment Only firms with a dedicated focus in the
DC market, all accessible to registered 401kExchange
website users....
Read More
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Upcoming Event

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From
Last Week's Exchange
2010 DCP Advisor Study |
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DEFINED CONTRIBUTION
PLANS, INC.
(DCP), the leading research company for DC record keeper
client satisfaction founded by Warren Cormier of the
Boston Research Group, is launching its 6th annual
DCP Advisor Study.
Along with plan sponsors
and participants, DC advisors get a unique opportunity
to let record keepers know how well they are doing and
how they can improve their services to advisors...
Read More
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Prospect Pipeline APPOINTMENTS
Over $80 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 |
251 |
AL |
$300,000 |
4/13/10 |
2:30pm |
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2 |
860 |
CT |
$600,000 |
4/14/10 |
10:00am |
|
3 |
229 |
FL |
* |
4/6/10 |
10:00am |
|
4 |
850 |
FL |
$1,100,000 |
4/8/10 |
10:00am |
|
5 |
305 |
FL |
$200,000 |
4/13/10 |
10:00am |
|
6 |
561 |
FL |
$490,000 |
4/13/10 |
10:00am |
|
7 |
305 |
FL |
$325,000 |
4/14/10 |
2:30pm |
|
8 |
706 |
GA |
$750,000 |
4/8/10 |
11:00am |
|
9 |
319 |
IA |
$1,600,000 |
4/16/10 |
9:00am |
|
10 |
217 |
IL |
$2,000,000 |
4/14/10 |
10:00am |
|
11 |
574 |
IN |
$300,000 |
4/21/10 |
10:00am |
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12 |
859 |
KY |
$700,000 |
4/6/10 |
11:30am |
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13 |
413 |
MA |
$400,000 |
4/14/10 |
10:00am |
|
14 |
231 |
MI |
$2,100,000 |
4/8/10 |
10:00am |
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15 |
248 |
MI |
* |
4/9/10 |
2:00pm |
|
16 |
269 |
MI |
$400,000 |
4/16/10 |
2:00pm |
|
17 |
269 |
MI |
$900,000 |
4/20/10 |
2:00pm |
|
18 |
616 |
MI |
* |
4/28/10 |
2:00pm |
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19 |
816 |
MO |
$2,500,000 |
4/6/10 |
2:30pm |
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20 |
314 |
MO |
* |
4/6/10 |
10:00am |
|
21 |
816 |
MO |
$2,000,000 |
4/7/10 |
10:00am |
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22 |
314 |
MO |
$1,750,000 |
4/8/10 |
11:30am |
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23 |
314 |
MO |
$2,000,000 |
4/14/10 |
9:00am |
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24 |
828 |
NC |
$317,000 |
4/6/10 |
10:00am |
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25 |
252 |
NC |
$600,000 |
4/6/10 |
10:00am |
|
26 |
828 |
NC |
$2,200,000 |
4/6/10 |
10:00am |
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27 |
828 |
NC |
$750,000 |
4/7/10 |
4:00pm |
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28 |
828 |
NC |
$500,000 |
4/9/10 |
10:00am |
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29 |
828 |
NC |
$1,000,000 |
4/13/10 |
9:00am |
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30 |
336 |
NC |
$2,000,000 |
4/13/10 |
10:00am |
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31 |
402 |
NE |
$300,000 |
4/8/10 |
10:00am |
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32 |
505 |
NM |
$450,000 |
4/6/10 |
10:30am |
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33 |
740 |
OH |
$800,000 |
4/6/10 |
2:00pm |
|
34 |
614 |
OH |
$400,000 |
4/7/10 |
2:00pm |
|
35 |
419 |
OH |
$310,000 |
4/8/10 |
1:30pm |
|
36 |
330 |
OH |
$700,000 |
4/8/10 |
10:00am |
|
37 |
419 |
OH |
* |
4/8/10 |
10:00am |
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38 |
419 |
OH |
$600,000 |
4/14/10 |
9:30am |
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39 |
580 |
OK |
$500,000 |
4/8/10 |
10:00am |
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40 |
918 |
OK |
$800,000 |
4/26/10 |
10:00am |
|
41 |
814 |
PA |
$300,000 |
4/14/10 |
1:00pm |
|
42 |
570 |
PA |
* |
4/29/10 |
10:00am |
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43 |
843 |
SC |
$400,000 |
4/8/10 |
2:00pm |
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44 |
806 |
TX |
$390,000 |
4/6/10 |
11:30am |
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45 |
757 |
VA |
$2,900,000 |
4/7/10 |
2:00pm |
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46 |
434 |
VA |
$1,000,000 |
4/8/10 |
9:00am |
|
47 |
703 |
VA |
* |
4/8/10 |
3:00pm |
|
48 |
703 |
VA |
$500,000 |
4/13/10 |
10:00am |
|
49 |
703 |
VA |
$300,000 |
4/14/10 |
2:00pm |
|
50 |
703 |
VA |
$700,000 |
4/14/10 |
10:30am |
|
51 |
434 |
VA |
$2,000,000 |
4/22/10 |
9:30am |
|
52 |
802 |
VT |
$2,900,000 |
4/7/10 |
9:00am |
|
53 |
802 |
VT |
* |
4/8/10 |
10:00am |
|
54 |
414 |
WI |
$1,700,000 |
4/7/10 |
10:00am |
|
55 |
715 |
WI |
$2,200,000 |
4/7/10 |
10:00am |
|
56 |
414 |
WI |
$1,500,000 |
4/8/10 |
2:30pm |
|
57 |
715 |
WI |
$2,300,000 |
4/9/10 |
9:00am |
|
58 |
608 |
WI |
* |
4/13/10 |
2:00pm |
|
59 |
307 |
WY |
$1,500,000 |
5/13/10 |
10:30am |
* More information will be provided
when you speak with a 401kExchange
representative. |
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