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APRIL 28, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Selling in a Mature Market     WHILE RECENTLY VISITING a small record keeping TPA, I asked about how they obtained new business, and the answer, which is typical for this type of provider, was “the fish just keep jumping in the boat”.  Essentially, advisors just keep bringing them new plans without much effort on their part.  Though they knew that this answer was... Read More          Upcoming Event 2010 DCP Advisor Study     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.  This year, major broker dealers will get access to the DCP Advisor Study results to help them determine which providers they should be supporting for their advisor network.   Advisors that take the 10 minute survey will get instant access to the 2009 DCP Advisor Study, along with access to key support services from 401kExchange like Prospect Goldmine and iScout.  For the first time ever, advisors will get an end of year report summarizing results of all DCP Studies.  This will include the distinguished Over $5 million Plan Sponsor Study, naming which record keepers did well in which areas of service and will be provided in a format that they can share with their clients and sponsors.   To take the 10 minute survey, click on 2010 DCP Advisor Study.       Prospect Pipeline APPOINTMENTS Over $75 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 1 479 AR $1,700,000 5/5/10 10:00am 2 850 FL $2,300,000 5/18/10 9:00am  3 706 GA $750,000 5/26/10 11:00am 4 712 IA $1,000,000 4/30/10 10:00am 5 563 IA $500,000 5/4/10 10:00am 6 712 IA $400,000 5/5/10 11:00am 7 815 IL $600,000 5/11/10 10:00am 8 785 KS * 5/7/10 10:00am 9 606 KY * 4/30/10 10:00am 10 859 KY $1,200,000 5/5/10 10:00am 11 507 MN $850,000 4/30/10 10:00am 12 314 MO * 5/5/10 10:30am 13 314 MO $2,000,000 5/13/10 1:00pm  14 417 MO $1,200,000 5/19/10 10:00am 15 704 NC $240,000 5/4/10 12:00pm 16 828 NC $2,200,000 5/6/10 9:30am  17 919 NC $600,000 5/12/10 3:00pm  18 402 NE $400,000 4/30/10 1:30pm  19 402 NE $2,100,000 5/6/10 3:00pm  20 505 NM $80,000 4/30/10 2:00pm  21 716 NY $900,000 5/19/10 11:00am 22 513 OH $450,000 5/4/10 10:00am 23 330 OH $800,000 5/12/10 10:00am 24 419 OH $1,000,000 5/12/10 3:00pm  25 580 OK * 4/30/10 10:00am 26 724 PA $1,300,000 5/4/10 10:00am 27 570 PA $2,000,000 5/5/10 9:30am  28 724 PA $1,200,000 5/19/10 9:00am  29 936 TX $900,000 5/6/10 2:00pm  30 703 VA $800,000 5/5/10 10:00am 31 276 VA $900,000 5/11/10 9:30am  32 434 VA $2,000,000 5/27/10 10:00am 33 425 WA $500,000 5/19/10 2:00pm  34 715 WI $800,000 4/30/10 10:00am 35 715 WI * 4/30/10 10:00am 36 920 WI $500,000 5/5/10 10:00am 37 920 WI $990,000 5/5/10 2:00pm  38 920 WI $2,500,000 5/5/10 10:30am 39 715 WI * 5/5/10 2:00pm  40 920 WI $1,500,000 5/6/10 10:00am 41 608 WI $800,001 5/11/10 9:00am  42 608 WI $650,000 5/12/10 3:00pm  43 414 WI $1,500,000 5/12/10 2:30pm  44 920 WI $550,001 5/18/10 1:00pm  45 715 WI $700,000 5/19/10 11:00am * More information will be provided when you speak with a 401kExchange representative.		UPCOMING EVENTS                             Visit the Newsletter Archive   Unsubscribe From Future Newsletters   Visit the Sponsor Directory     Want to Receive Your Own Copy of the Weekly Newsletter?
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