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MAY 8, 2007 NEWSLETTER SPONSORS

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Industry Insight from Fred Barstein

Larger Plan Sponsors Looking to Move

 

  MID MARKET ($10-$100MM) and Large Market ($100mm-$1bn) plan sponsors showed renewed signs of movement in the April 2007 401kExchange Opportunity Index¹ while smaller markets continued to lag.  Though down 35% YTD, 9.69% of Mid Market plans indicated that they are likely to change record keepers compared to 6.95% in March.  The Large Market is actually up 18.6% YTD compared to 2006 but down 34% compared to 2005.  All Markets YTD are off their 2005 peak led by the Mid Market at -50% and followed by the Small Market at -38% and the Micro Market at -33%.

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Designing Successful Retirement Plans for Manufacturing Companies
 

  PLAN SPONSORS IN the manufacturing industry have unique needs; designing successful retirement plan solutions to meet these needs can pose a formidable challenge. Advisors can better serve their clients and attain a competitive advantage by adopting a flexible approach to designing a retirement plan that delivers a compelling combination of services tailored to address the unique needs of manufacturing companies.

 

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401kExchange Welcomes the Return of
Diversified to the Weekly Exchange
 

Diversified Investment Advisors (Diversified) has both feet in the new world of corporate retirement plans and is not looking back.  A division of AEGON, the Dutch financial service company that also owns Transamerica, Diversified record keeps $35 billion and has 2,496 institutional clients as of December 31, 2006.  With its roots in a “manager of manger” investment philosophy, Diversified has moved to an open, transparent platform sold through advisors focused on plans with more than $5 million.


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Prospect Pipeline APPOINTMENTS
Over $65 Million in 401(k) Set Appointments Available!

Appointments currently available for sale with Plan Sponsors that want to meet face-to-face on a specific date and time!  For lead details, contact your Account Executive or call 877-777-401k ext. 3573 to speak with Mary Christopher (mchristopher@401kExchange.com).

Lead # Area Code State Assets Appt. Date Appt. Date
1 907 AK $3,200,000 05/23/07 2:00pm 
2 334 AL $450,000 05/15/07 2:30pm 
3 256 AL $750,000 05/16/07 10:00am
4 334 AL $3,000,000 05/23/07 9:30am 
5 256 AL $600,000 05/24/07 10:00am
6 870 AR $2,100,000 05/17/07 10:00am
7 870 AR $450,000 05/22/07 10:00am
8 909 CA * 05/15/07 2:00pm 
9 860 CT * 06/19/07 10:30am
10 863 FL $1,700,000 05/29/07 11:00am
11 321 FL $1,000,000 06/04/07 10:00am
12 770 GA * 05/17/07 10:00am
13 706 GA $800,000 05/23/07 10:00am
14 706 GA $300,000 05/23/07 9:00am 
15 706 GA $400,000 05/23/07 10:00am
16 404 GA * 05/24/07 9:00am 
17 706 GA $400,000 06/14/07 9:30am 
18 712 IA * 05/24/07 1:30pm 
19 618 IL $700,000 05/22/07 10:00am
20 260 IN $179,560 05/17/07 10:30am
21 574 IN $300,000 05/17/07 2:30pm 
22 260 IN $550,000 05/17/07 9:00am 
23 260 IN $800,000 05/29/07 2:00pm 
24 502 KY * 05/22/07 9:00am 
25 504 LA $2,000,000 05/16/07 1:30pm 
26 504 LA $250,000 05/16/07 10:30am
27 504 LA $1,600,000 05/22/07 9:30am 
28 703 MD $450,000 05/09/07 11:00am
29 231 MI $500,000 05/17/07 9:00am 
30 734 MI * 05/18/07 10:30am
31 952 MN * 05/16/07 9:00am 
32 612 MN $450,000 05/22/07 10:00am
33 612 MN $400,000 06/01/07 10:00am
34 763 MN * 06/05/07 9:00am 
35 601 MS * 05/23/07 9:00am 
36 336 NC $600,000 05/14/07 3:00pm 
37 910 NC * 05/15/07 2:30pm 
38 252 NC * 05/16/07 2:00pm 
39 252 NC $700,000 06/13/07 1:00pm 
40 701 ND $800,000 05/17/07 2:30pm 
41 402 NE $800,000 05/15/07 9:00am 
42 402 NE $800,000 05/15/07 3:00pm 
43 402 NE * 05/17/07 10:30am
44 603 NH $2,000,000 05/23/07 10:00am
45 718 NY $1,000,000 05/23/07 11:00am
46 716 NY $4,500,000 05/24/07 9:00am 
47 716 NY $1,200,000 05/30/07 9:00am 
48 716 NY $1,200,000 05/30/07 9:00am 
49 607 NY $400,000 05/30/07 2:00pm 
50 607 NY $2,000,000 06/05/07 3:30pm 
51 419 OH $300,000 05/16/07 9:00am 
52 614 OH $800,000 05/23/07 2:00pm 
53 419 OH $200,000 05/24/07 10:00am
54 405 OK $350,000 05/17/07 11:30am
55 918 OK $2,200,000 05/22/07 1:00pm 
56 503 OR * 05/22/07 3:00pm 
57 541 OR $700,000 05/29/07 2:00pm 
58 401 RI * 06/08/07 10:00am
59 803 SC $450,000 05/18/07 2:00pm 
60 803 SC $350,000 05/23/07 10:30am
61 423 TN $750,000 05/15/07 10:00am
62 423 TN $900,000 05/16/07 2:00pm 
63 901 TN $300,000 05/18/07 9:00am 
64 423 TN * 05/21/07 10:00am
65 423 TN $3,800,000 05/23/07 2:00pm 
66 615 TN $1,800,000 06/14/07 10:00am
67 423 TN * 06/29/07 2:30pm 
68 817 TX $425,000 05/23/07 10:30am
69 432 TX $1,500,000 05/24/07 10:00am
70 817 TX * 05/24/07 2:00pm 
71 281 TX $300,000 06/04/07 10:00am
72 817 TX $650,000 06/05/07 2:00pm 
73 806 TX $350,000 06/06/07 2:00pm 
74 540 VA $3,500,000 05/16/07 3:00pm 
75 206 WA $1,500,000 05/09/07 9:30am 
76 509 WA $600,000 05/16/07 3:00pm 
77 509 WA $600,000 05/18/07 2:00pm 
78 425 WA $200,000 06/06/07 2:30pm 
79 920 WI $1,800,000 05/16/07 9:00am 
80 262 WI $2,000,000 05/24/07 2:00pm 
* More information will be provided when you speak with a 401kExchange representative.
Prospect Pipeline LEADS
Over $5 Million in 401(k) Business Opportunities!

Leads contain immediate opportunities with Plan Sponsor prospects that are either dissatisfied or actively looking for a plan price/value audit!  For lead details, contact 877-777-401k ext. 3573 or  mchristopher@401kExchange.com.
 

Lead # Area Code State Assets
81 708 IL $600,000
82 316 KS $3,000,000
83 781 MA $360,000
84 704 NC $400,000
85 412 PA $970,000

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