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Black Knight
Asset Management Profile
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WITH THE COLLAPSE OF THE
US
and international equities market, more DC assets than ever
have flowed into stable value and fixed income funds.
When markets were booming,
everyone thought that stable value was a commodity and that
all that...
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From Last Week's
Exchange
Defining a No Conflict 401(k) System
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TRUE NORTH IS USEFUL
not because it is reachable but because it provides a good
guide.
Though no conflict in 401(k)
plans may be unattainable, describing what it might look
like can provide a useful compass to determine how close or
far the current system may be...
Read More |
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Prospect Pipeline APPOINTMENTS
Over $72 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 |
$350,000 |
05/18/09 |
10:00am |
|
2 |
870 |
AR |
$1,200,000 |
05/20/09 |
2:00pm |
|
3 |
928 |
AZ |
$2,000,000 |
05/20/09 |
10:00am |
|
4 |
707 |
CA |
$1,000,000 |
04/30/09 |
3:00pm |
|
5 |
650 |
CA |
* |
05/13/09 |
3:00pm |
|
6 |
760 |
CA |
* |
05/26/09 |
11:00am |
|
7 |
850 |
FL |
$990,000 |
04/29/09 |
10:30am |
|
8 |
904 |
FL |
* |
05/20/09 |
9:30am |
|
9 |
386 |
FL |
$920,000 |
05/22/09 |
2:30pm |
|
10 |
478 |
GA |
$700,000 |
04/30/09 |
10:00am |
|
11 |
478 |
GA |
$700,000 |
04/30/09 |
10:00am |
|
12 |
404 |
GA |
* |
05/05/09 |
10:00am |
|
13 |
912 |
GA |
$200,000 |
05/06/09 |
11:00am |
|
14 |
706 |
GA |
$400,000 |
05/06/09 |
9:00am |
|
15 |
706 |
GA |
$1,000,000 |
05/06/09 |
9:00am |
|
16 |
912 |
GA |
$2,000,000 |
05/18/09 |
4:00pm |
|
17 |
706 |
GA |
$274,000 |
05/21/09 |
1:00pm |
|
18 |
808 |
HI |
$1,000,000 |
05/19/09 |
10:00am |
|
19 |
712 |
IA |
$500,000 |
04/27/09 |
1:00pm |
|
20 |
515 |
IA |
* |
04/27/09 |
2:00pm |
|
21 |
515 |
IA |
$2,100,000 |
04/29/09 |
10:30am |
|
22 |
563 |
IA |
$600,000 |
05/11/09 |
1:30pm |
|
23 |
319 |
IA |
* |
05/14/09 |
9:00am |
|
24 |
515 |
IA |
* |
05/14/09 |
10:30am |
|
25 |
208 |
ID |
$1,000,000 |
04/28/09 |
10:30am |
|
26 |
208 |
ID |
$1,700,000 |
04/29/09 |
10:00am |
|
27 |
618 |
IL |
$2,500,000 |
04/23/09 |
10:00am |
|
28 |
217 |
IL |
$1,000,000 |
05/06/09 |
9:00am |
|
29 |
815 |
IL |
$1,000,000 |
05/08/09 |
9:00am |
|
30 |
815 |
IL |
$1,500,000 |
05/08/09 |
9:30am |
|
31 |
815 |
IL |
$700,000 |
05/19/09 |
9:00am |
|
32 |
260 |
IN |
$1,200,000 |
05/05/09 |
10:00am |
|
33 |
812 |
IN |
$400,000 |
05/11/09 |
9:00am |
|
34 |
317 |
IN |
$350,000 |
05/15/09 |
1:00pm |
|
35 |
260 |
IN |
$600,000 |
05/15/09 |
10:00am |
|
36 |
765 |
IN |
* |
05/20/09 |
10:00am |
|
37 |
316 |
KS |
* |
05/19/09 |
10:00am |
|
38 |
225 |
LA |
* |
05/21/09 |
2:00pm |
|
39 |
504 |
LA |
$2,500,000 |
05/28/09 |
9:00am |
|
40 |
301 |
MD |
* |
05/06/09 |
9:00am |
|
41 |
207 |
ME |
$600,000 |
04/23/09 |
3:00pm |
|
42 |
248 |
MI |
$300,000 |
05/27/09 |
1:00pm |
|
43 |
231 |
MI |
$300,000 |
05/29/09 |
9:30am |
|
44 |
507 |
MN |
$600,000 |
05/07/09 |
10:00am |
|
45 |
314 |
MO |
$1,000,000 |
05/07/09 |
3:00pm |
|
46 |
636 |
MO |
$16,000 |
05/13/09 |
9:30am |
|
47 |
314 |
MO |
$1,200,000 |
05/14/09 |
10:00am |
|
48 |
314 |
MO |
$400,000 |
05/19/09 |
10:00am |
|
49 |
601 |
MS |
$500,000 |
04/29/09 |
10:00am |
|
50 |
601 |
MS |
$2,500,000 |
05/05/09 |
10:00am |
|
51 |
601 |
MS |
* |
05/18/09 |
2:00pm |
|
52 |
601 |
MS |
$1,400,000 |
05/26/09 |
3:00pm |
|
53 |
910 |
NC |
$500,000 |
04/29/09 |
10:00am |
|
54 |
704 |
NC |
$450,000 |
05/08/09 |
1:30pm |
|
55 |
704 |
NC |
$200,000 |
05/12/09 |
3:00pm |
|
56 |
252 |
NC |
$500,000 |
05/14/09 |
3:00pm |
|
57 |
336 |
NC |
$700,000 |
05/14/09 |
9:00am |
|
58 |
704 |
NC |
$650,000 |
05/19/09 |
9:30am |
|
59 |
252 |
NC |
$700,000 |
05/19/09 |
10:00am |
|
60 |
828 |
NC |
$170,000 |
05/29/09 |
1:00pm |
|
61 |
575 |
NM |
$930,000 |
05/19/09 |
9:00am |
|
62 |
716 |
NY |
$600,000 |
04/30/09 |
9:00am |
|
63 |
716 |
NY |
* |
05/06/09 |
11:00am |
|
64 |
716 |
NY |
$2,000,000 |
05/21/09 |
9:00am |
|
65 |
216 |
OH |
$220,000 |
05/06/09 |
10:00am |
|
66 |
330 |
OH |
$700,000 |
05/06/09 |
10:00am |
|
67 |
513 |
OH |
$300,000 |
05/11/09 |
11:00am |
|
68 |
216 |
OH |
$160,000 |
05/13/09 |
1:30pm |
|
69 |
419 |
OH |
$700,000 |
05/14/09 |
2:00pm |
|
70 |
419 |
OH |
$1,300,000 |
05/14/09 |
2:00pm |
|
71 |
419 |
OH |
$317,000 |
05/15/09 |
10:00am |
|
72 |
419 |
OH |
$600,000 |
05/20/09 |
11:00am |
|
73 |
918 |
OK |
$2,000,000 |
05/13/09 |
9:00am |
|
74 |
503 |
OR |
$300,000 |
04/29/09 |
2:00pm |
|
75 |
503 |
OR |
$300,000 |
05/27/09 |
1:00pm |
|
76 |
570 |
PA |
$500,000 |
05/01/09 |
9:00am |
|
77 |
717 |
PA |
$300,000 |
05/12/09 |
10:00am |
|
78 |
610 |
PA |
$300,000 |
05/18/09 |
10:00am |
|
79 |
803 |
SC |
$400,000 |
05/14/09 |
3:00pm |
|
80 |
615 |
TN |
* |
05/13/09 |
2:00pm |
|
81 |
615 |
TN |
* |
05/29/09 |
10:00am |
|
82 |
210 |
TX |
$550,000 |
04/30/09 |
10:00am |
|
83 |
903 |
TX |
$990,000 |
05/06/09 |
1:30pm |
|
84 |
979 |
TX |
$500,000 |
05/07/09 |
10:00am |
|
85 |
409 |
TX |
$1,300,000 |
05/12/09 |
9:00am |
|
86 |
512 |
TX |
$800,000 |
05/13/09 |
2:00pm |
|
87 |
409 |
TX |
$800,000 |
05/13/09 |
9:00am |
|
88 |
409 |
TX |
* |
05/13/09 |
2:00pm |
|
89 |
903 |
TX |
$1,500,000 |
05/18/09 |
10:00am |
|
90 |
903 |
TX |
$800,000 |
05/19/09 |
10:00am |
|
91 |
979 |
TX |
* |
05/20/09 |
9:00am |
|
92 |
210 |
TX |
$700,000 |
05/21/09 |
1:30pm |
|
93 |
806 |
TX |
$750,000 |
05/21/09 |
10:00am |
|
94 |
425 |
WA |
$1,200,000 |
04/29/09 |
9:00am |
|
95 |
509 |
WA |
* |
04/29/09 |
10:00am |
|
96 |
360 |
WA |
$450,000 |
05/19/09 |
11:00am |
|
97 |
608 |
WI |
$300,000 |
04/27/09 |
2:00pm |
|
98 |
920 |
WI |
* |
04/28/09 |
10:00am |
|
99 |
414 |
WI |
* |
04/28/09 |
2:00pm |
|
100 |
608 |
WI |
$350,000 |
04/30/09 |
9:00am |
|
101 |
715 |
WI |
$2,500,000 |
04/30/09 |
10:00am |
|
102 |
715 |
WI |
$730,000 |
05/04/09 |
9:00am |
|
103 |
414 |
WI |
$1,400,000 |
05/05/09 |
2:00pm |
|
104 |
715 |
WI |
* |
05/05/09 |
10:00am |
|
105 |
715 |
WI |
$300,000 |
05/06/09 |
9:30am |
|
106 |
608 |
WI |
$765,000 |
05/06/09 |
1:30pm |
|
107 |
920 |
WI |
* |
05/06/09 |
10:00am |
|
108 |
608 |
WI |
$600,000 |
05/07/09 |
9:00am |
|
109 |
414 |
WI |
* |
05/12/09 |
9:00am |
|
110 |
920 |
WI |
* |
05/20/09 |
10:30am |
|
111 |
262 |
WI |
* |
05/21/09 |
2:00pm |
* More information will be provided
when you speak with a 401kExchange
representative. |
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