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MAY 7, 2008

NEWSLETTER SPONSORS

 
 
Industry Insight from Fred Barstein
April Opportunity Index Forbearer of
More Consolidation in the 401(k) Market
 
 

WHILE THE CONTINUING decline of the 401kExchange Opportunity Index¹ is just one of the many factors that will force dramatic change among DC service providers, it is becoming increasingly important. There is nothing like declining sales coupled with...
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Diversified

Manufacturing Companies Lead the Way
in Defined Contribution Plan Design

WITH THE FREEZING or termination of traditional defined benefit plans, manufacturing companies are focusing on offering enhanced features to their defined contribution plans. In Diversified Investment Advisors recent Report on...

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JP Morgan

401kExchange Welcomes JP Morgan to the Weekly Exchange

JPMORGAN MAY BE a well known brand to Defined Benefit Plans, plan participants, and large Defined Contribution plan sponsors, but to many retirement advisors it is a relatively new entity. Over the past two years, the...
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CitiStreet Sells! 

THE LARGEST DEAL in DC plan industry history has finished unfolding as the joint venture between Citigroup and State Street fetches nearly $900 million at auction.
See The 401kWire DealSheet
Read More

 
 
 
From Last Week's Exchange
The Accidental DC Market
 
 

NO DOUBT THAT advisors and sponsors have significant control over DC plans and are the key to the success of the entire system followed closely by providers, participants and broker dealers. Yet it is alarming to note that most parties that...
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Prospect Pipeline APPOINTMENTS
Over $146 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).

Area Code State Assets Appt. Date Appt. Time
205 AL $1,500,000 6/12/08 2:00pm 
501 AR $1,300,000 6/3/08 2:00pm 
562 CA $1,500,000 6/18/08 9:00am 
626 CA $1,500,000 6/4/08 2:00pm 
650 CA $1,700,000 6/6/08 2:30pm 
202 DC * 5/23/08 11:30am
302 DE $60,000 5/13/08 9:00am 
352 FL $500,000 5/23/08 10:00am
229 GA $700,000 5/21/08 2:00pm 
706 GA $210,000 5/28/08 2:00pm 
706 GA $600,000 5/14/08 10:00am
706 GA $600,000 5/20/08 9:30am 
706 GA $2,500,000 5/15/08 10:00am
515 IA $1,500,000 5/14/08 2:00pm 
515 IA * 5/12/08 9:30am 
217 IL $481,000 5/20/08 2:00pm 
217 IL $1,000,000 6/10/08 10:30am
217 IL $1,100,000 5/19/08 9:30am 
309 IL $1,250,000 5/14/08 9:30am 
309 IL * 5/20/08 10:00am
630 IL $1,050,000 5/14/08 2:00pm 
773 IL * 6/4/08 2:00pm 
260 IN * 5/13/08 9:00am 
317 IN $550,000 5/19/08 2:30pm 
317 IN $825,000 5/14/08 3:30pm 
317 IN $1,500,000 6/5/08 10:30am
317 IN $2,500,000 6/16/08 2:00pm 
317 IN * 6/5/08 9:30am 
763 IN $1,900,000 5/21/08 9:30am 
765 IN * 5/14/08 3:00pm 
812 IN $1,500,000 5/28/08 10:00am
812 IN $2,000,000 5/28/08 2:00pm 
812 IN * 5/21/08 9:00am 
620 KS * 5/13/08 9:00am 
785 KS $318,000 5/13/08 10:30am
913 KS * 5/28/08 2:30pm 
270 KY * 5/15/08 1:30pm 
225 LA $400,000 5/15/08 11:00am
225 LA $700,000 5/15/08 12:00pm
318 LA $350,000 5/21/08 2:00pm 
318 LA $350,000 6/5/08 10:00am
318 LA $500,000 6/10/08 9:00am 
318 LA $2,600,000 5/19/08 10:00am
504 LA * 5/21/08 11:00am
617 MA $200,000 5/28/08 11:00am