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Industry Insight from Fred Barstein
April Opportunity Index Forbearer of
More Consolidation in the 401(k) Market
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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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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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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
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From Last Week's
Exchange
The Accidental DC Market
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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).
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Area Code |
State |
Assets |
Appt. Date |
Appt. Time |
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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 |
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650 |
CA |
$1,700,000 |
6/6/08 |
2:30pm |
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202 |
DC |
* |
5/23/08 |
11:30am |
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302 |
DE |
$60,000 |
5/13/08 |
9:00am |
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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 |
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617 |
MA |
$200,000 |
5/28/08 |
11:00am |
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