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MAY 5, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Update on The Retirement Advisor University (TRAU)     MORE THAN ANY other service we have launched, the reception by the defined contribution (DC) industry to The Retirement Advisor University (TRAU) in partnership with UCLA’s Anderson School of Management Executive Education has been the greatest we have ever received.  Whether it is the timing or the concept, the industry... Read More          From Last Week's Exchange 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        Prospect Pipeline APPOINTMENTS Over $100 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 1 907 AK $550,000 5/11/10 2:00pm  2 907 AK * 5/18/10 10:00am 3 559 CA $2,200,000 5/12/10 9:00am  4 559 CA $2,000,000 5/21/10 9:00am  5 970 CO $375,000 5/18/10 9:00am  6 850 FL $2,300,000 5/18/10 9:00am  7 912 GA * 5/18/10 10:00am 8 706 GA $750,000 5/26/10 11:00am 9 815 IL $600,000 5/11/10 10:00am 10 217 IL $1,200,000 5/14/10 10:00am 11 312 IL * 5/17/10 2:00pm  12 217 IL $600,000 5/18/10 2:30pm  13 217 IL $600,000 5/18/10 2:00pm  14 630 IL $350,000 5/25/10 10:00am 15 574 IN $500,000 5/12/10 10:00am 16 765 IN $1,200,000 5/13/10 2:00pm  17 785 KS * 5/7/10 10:00am 18 913 KS * 5/18/10 10:00am 19 318 LA $400,000 5/12/10 2:00pm  20 318 LA $500,000 5/18/10 2:30pm  21 504 LA $400,000 5/19/10 10:30am 22 504 LA $2,500,000 5/25/10 10:00am 23 301 MD $75,000 5/12/10 11:00am 24 320 MN $1,100,000 5/18/10 10:00am 25 816 MO $800,000 5/12/10 10:00am 26 314 MO $2,000,000 5/13/10 1:00pm  27 417 MO $1,200,000 5/19/10 10:00am 28 828 NC $2,200,000 5/6/10 9:30am  29 828 NC $700,000 5/11/10 10:00am 30 919 NC $600,000 5/12/10 3:00pm  31 919 NC $800,000 5/12/10 10:30am 32 828 NC $500,000 5/13/10 9:00am  33 704 NC $500,000 5/19/10 9:00am  34 704 NC $800,000 5/19/10 10:00am 35 828 NC $1,000,000 5/19/10 2:00pm  36 402 NE $2,100,000 5/6/10 3:00pm  37 702 NV $2,000,000 5/13/10 10:00am 38 607 NY $1,500,000 5/18/10 1:00pm  39 716 NY $900,000 5/19/10 11:00am 40 716 NY $2,900,000 5/26/10 3:00pm  41 419 OH $1,000,000 5/12/10 3:00pm  42 440 OH $600,000 5/14/10 9:30am  43 513 OH $1,000,000 5/14/10 9:00am  44 330 OH $1,000,000 5/17/10 10:00am 45 740 OH $1,500,000 5/19/10 2:00pm  46 740 OH $1,500,000 5/19/10 2:00pm  47 580 OK * 5/28/10 10:00am 48 541 OR * 5/12/10 10:00am 49 724 PA * 5/11/10 10:00am 50 724 PA $1,200,000 5/19/10 9:00am  51 936 TX $900,000 5/6/10 2:00pm  52 936 TX $400,000 5/18/10 10:00am 53 703 VA $400,000 5/17/10 2:30pm  54 703 VA $700,000 5/17/10 10:00am 55 703 VA * 5/21/10 2:00pm  56 434 VA $2,000,000 5/27/10 10:00am 57 540 VA $1,100,000 6/3/10 10:00am 58 425 WA $500,000 5/19/10 2:00pm  59 608 WI $800,001 5/11/10 9:00am  60 608 WI $650,000 5/12/10 3:00pm  61 414 WI $1,500,000 5/12/10 2:30pm  62 715 WI $2,800,000 5/12/10 2:00pm  63 715 WI $550,000 5/18/10 10:00am 64 715 WI $700,000 5/19/10 11:00am 65 715 WI * 5/19/10 10:00am 66 608 WI * 5/20/10 9:00am  67 608 WI * 5/20/10 9:00am  68 715 WI * 5/26/10 2:00pm    * More information will be provided when you speak with a 401kExchange representative.		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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