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APRIL 16, 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
 401(k) Services Becoming Even More Commoditized
EACH YEAR, 401KEXCHANGE surveys plan sponsors asking, among other things, what their provider could improve upon and what they do best. In order to get an idea of the reasons that cause change, we extrapolated the...
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RolloverSystems

 Terminated Employees Can Be Toxic to the Health of Your Plan

THE SUPREME COURT’S recent decision allowing 401(k) participants to sue plan administrators for breach of fiduciary responsibility may be...
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Fee Disclosure Vote Scheduled for Wednesday

MORE THAN A year after its first hearing on the subject, a House Committee is set to give its verdict to one of the 401k fee disclosure bills in Congress...
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RolloverSystemsTransamericaDailyAccess

Columbia ManagementDiversified

Symetra

RSM McGladrey

AIG SunAmerica

MassMutualStandard

PacificLife

JP Morgan


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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
March 2008 401kExchange Opportunity Index Lowest in Over Nine Years		  

MORE THAN A short-term trend, the precipitous decline of the 401kExchange Opportunity Index¹ is indicative of a new era in the 401(k) market. With more open investment platforms...
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Prospect Pipeline APPOINTMENTS
Over $95 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
1 870 AR $990,000 17-Apr-08 9:30am
2 323 CA $200,000 15-May-08 10:30am
3 310 CA $215,000 08-May-08 9:30am
4 818 CA $250,000 23-Apr-08 10:00am
5 818 CA $400,000 08-May-08 9:30am
6 209 CA $2,000,000 22-Apr-08 10:00am
7 408 CA * 22-Apr-08 3:00pm
8 203 CT $400,000 23-Apr-08 10:00am
9 407 FL $500,000 07-May-08 2:00pm
10 941 FL $650,000 15-May-08 2:30pm
11 850 FL $700,000 24-Apr-08 1:30pm
12 954 FL $800,000 01-May-08 2:30pm
13 352 FL $1,000,000 23-Apr-08 10:00am
14 352 FL $2,200,000 22-Apr-08 10:00am
15 904 FL $2,900,000 20-May-08 10:00am
16 305 FL * 19-May-08 9:00am
17 850 FL * 22-Apr-08 9:00am
18 813 FL * 23-Apr-08 10:00am
19 706 GA $2,500,000 15-May-08 10:00am
20 404 GA * 29-Apr-08 1:30pm
21 808 HI $1,700,000 30-Apr-08 9:30am
22 563 IA $500,000 07-May-08 9:00am
23 515 IA * 21-Apr-08 11:00am
24 208 ID $350,000 17-Apr-08 10:00am
25 708 IL $500,000 24-Apr-08 10:00am
26 815 IL $500,000 30-Apr-08 9:00am
27 847 IL $1,000,000 25-Apr-08 10:00am
28 708 IL $1,000,000 14-May-08 1:30pm
29 708 IL * 30-Apr-08 10:00am
30 708 IL * 22-Apr-08 9:00am
31 312 IL * 14-May-08 9:30am
32 312 IL * 05-May-08 10:00am
33 765 IN $400,000 22-Apr-08 9:00am
34 574 IN $500,000 07-May-08 10:30am
35 574 IN $850,000 05-May-08 9:00am
36 317 IN $2,200,000 07-May-08 9:30am
37 317 IN * 24-Apr-08 10:30am
38 765 IN * 23-Apr-08 3:00pm
39 620 KS $400,000 24-Apr-08 2:00pm
40 620 KS $2,100,000 06-May-08 9:00am
41 620 KS * 13-May-08 9:00am
42 606 KY $300,000 23-Apr-08 9:30am
43 606 KY $600,000 23-Apr-08 10:00am
44 270 KY $1,400,000 29-Apr-08 10:30am
45 859 KY * 24-Apr-08 10:00am
46 502 KY * 23-Apr-08 9:00am
47 318 LA $350,000 06-May-08 10:00am
48 225 LA $400,000 15-May-08 11:00am
49 225 LA $600,000 22-Apr-08 1:00pm
50 225 LA $600,000 20-May-08 12:30pm
51 225 LA $700,000 15-May-08 12:00pm
52 617 MA $240,000 29-Apr-08 10:00am
53 617 MA $500,000 25-Apr-08 9:30am
54 781 MA $600,000 29-Apr-08 10:00am
55 617 MA $1,100,000 22-Apr-08 2:00pm
56 410 MD $250,000 06-May-08 10:00am
57 301 MD $300,000 06-May-08 9:30am
58 301 MD $370,000 29-Apr-08 4:00pm
59 207 ME $2,400,000 16-May-08 10:00am
60 231 MI $400,000 29-Apr-08 10:00am
61 269 MI $500,000 25-Apr-08 10:00am
62 517 MI $1,300,000 14-May-08 2:00pm
63 517 MI $1,600,000 08-May-08 9:00am
64 231 MI $2,300,000 29-Apr-08 2:00pm
65 763 MN $300,000 23-Apr-08 10:00am
66 763 MN $400,000 24-Apr-08 2:00pm
67 952 MN $400,000 02-May-08 10:00am
68 651 MN $1,000,000 09-May-08 10:30am
69 763 MN $1,100,000 14-May-08 9:00am
70 952 MN $1,200,000 29-Apr-08 10:00am
71 651 MN $1,400,000 24-Apr-08 9:00am
72 952 MN $1,500,000 24-Apr-08 9:00am
73 952 MN $1,800,000 06-May-08 10:00am
74 651 MN $2,750,000 15-May-08 1:00pm
75 612 MN * 07-May-08 1:30pm
76 507 MN * 13-May-08 10:00am
77 952 MN * 16-May-08 1:00pm
78 417 MO $1,500,000 15-May-08 10:00am
79 816 MO * 01-May-08 3:00pm
80 601 MS $275,000 17-Apr-08 2:00pm
81 601 MS $600,000 25-Apr-08 3:00pm
82 601 MS $1,750,000 06-May-08 10:00am
83 601 MS $2,600,000 24-Apr-08 4:00pm
84 601 MS * 28-Apr-08 10:00am
85 662 MS * 16-May-08 9:00am
86 336 NC $300,000 28-Apr-08 10:00am
87 919 NC $450,000 14-May-08 2:00pm
88 910 NC $500,000 28-Apr-08 9:00am
89 919 NC $550,000 28-Apr-08 9:30am
90 919 NC $600,000 06-May-08 10:00am
91 336 NC $1,000,000 23-Apr-08 9:00am
92 252 NC $2,000,000 06-May-08 3:30pm
93 701 ND * 13-May-08 2:00pm
94 402 NE $2,100,000 14-May-08 10:00am
95 908 NJ $200,000 28-Apr-08 2:00pm
96 856 NJ $200,000 30-Apr-08 10:00am
97 732 NJ $480,000 18-Apr-08 2:00pm
98 212 NY $400,000 20-May-08 2:00pm
99 607 NY $450,000 29-Apr-08 10:00am
100 212 NY $500,000 23-Apr-08 12:00pm
101 585 NY $800,000 14-May-08 9:30am
102 607 NY $950,000 24-Apr-08 2:00pm
103 315 NY $1,100,000 07-May-08 10:00am
104 516 NY * 24-Apr-08 12:00pm
105 518 NY * 07-May-08 10:00am
106 518 NY * 07-May-08 10:00am
107 330 OH $206,000 13-May-08 10:00am
108 419 OH $400,000 22-Apr-08 2:00pm
109 740 OH $850,000 17-Apr-08 9:00am
110 216 OH * 06-May-08 10:00am
111 918 OK * 23-Apr-08 2:00pm
112 541 OR $2,000,000 12-May-08 9:00am
113 503 OR * 25-Apr-08 2:00pm
114 717 PA $700,000 23-Apr-08 2:30pm
115 717 PA $800,000 29-Apr-08 9:30am
116 570 PA $1,100,000 14-May-08 10:00am
117 717 PA $2,400,000 22-Apr-08 10:00am
118 570 PA $2,400,000 05-May-08 9:30am
119 401 RI $550,000 25-Apr-08 9:00am
120 803 SC $550,000 24-Apr-08 9:00am
121 843 SC $650,000 21-Apr-08 1:00pm
122 828 SC $1,200,000 17-Apr-08 2:00pm
123 843 SC * 30-Apr-08 2:30pm
124 615 TN $500,000 17-Apr-08 10:00am
125 615 TN $500,000 06-May-08 9:00am
126 423 TN $600,000 22-Apr-08 9:00am
127 423 TN $2,000,000 30-Apr-08 11:00am
128 423 TN * 22-Apr-08 9:00am
129 214 TX $300,000 13-May-08 10:00am
130 936 TX $700,000 24-Apr-08 11:00am
131 281 TX $700,000 25-Apr-08 10:30am
132 713 TX $1,400,000 14-May-08 10:30am
133 817 TX * 29-Apr-08 9:00am
134 540 VA $1,200,000 24-Apr-08 10:00am
135 703 VA $1,200,000 06-May-08 9:30am
136 703 VA $1,200,000 13-May-08 10:00am
137 434 VA $1,800,000 15-May-08 11:00am
138 360 WA $350,000 24-Apr-08 2:00pm
139 360 WA $500,000 30-Apr-08 2:00pm
140 360 WA $750,000 24-Apr-08 11:00am
141 360 WA $1,200,000 29-Apr-08 2:00pm
142 360 WA $1,400,000 23-Apr-08 2:00pm
143 425 WA $2,000,000 08-May-08 10:00am
144 425 WA $2,100,000 30-Apr-08 9:30am
145 509 WA $2,100,000 13-May-08 9:00am
146 509 WA $2,500,000 20-May-08 10:00am
147 608 WI $200,000 15-May-08 2:30pm
148 920 WI $1,700,000 29-Apr-08 1:00pm
149 715 WI $2,300,000 20-May-08 2:00pm
150 317 WI $2,500,000 12-May-08 9:00am
151 715 WI $2,700,000 22-Apr-08 10:00am
152 715 WI * 17-Apr-08 10:00am
153 608 WI * 23-Apr-08 9:00am
154 608 WI * 22-Apr-08 10:00am
155 414 WI * 06-May-08 1:00pm
156 304 WV $800,000 05-May-08 9:00am
157 304 WV $2,000,000 23-Apr-08 10:30am

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

  


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