This email contains images. If you cannot view them, click here.

MAY 12, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein April 401kExchange Opportunity Index     THE APRIL 2010 401kExchange Opportunity Indices¹ continued their trend of low record keeper turn-over, with some signs of life in the Mid Market ($10-$100 million) and continued interest by plan sponsors in changing or adding funds and advisors.  Almost 4% of Mid Market plans indicated a willingness to change record keepers.  While this is way... Read More          Case of the Week: The Effect of Withholding on Roth IRA Conversions by John Carl, President, Retirement Learning Center   OUR ERISA CONSULTANTS on the Columbia Management Learning Center Resource Desk regularly receive calls from financial advisors who have questions on conversions from Traditional IRAs to Roth IRAs.  Through our relationship with the Columbia Management Learning Center, we guide Columbia Management’s financial advisor partners... Read More            From Last Week's Exchange 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        Prospect Pipeline APPOINTMENTS Over $150 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 * 5/18/10 10:00am 2 256 AL $200,000 5/24/10 10:00am 3 256 AL $700,000 5/24/10 11:00am 4 870 AR * 5/18/10 10:00am 5 707 CA $1,500,000 5/20/10 2:00pm  6 510 CA * 6/17/10 10:00am 7 850 FL $2,300,000 5/18/10 9:00am  8 706 GA $600,000 5/18/10 10:00am 9 912 GA * 5/18/10 10:00am 10 706 GA * 5/18/10 2:00pm  11 912 GA $250,000 5/19/10 9:00am  12 912 GA $500,000 5/21/10 2:00pm  13 706 GA * 5/21/10 10:00am 14 706 GA $750,000 5/26/10 11:00am 15 217 IL $600,000 5/18/10 2:00pm  16 217 IL $600,000 5/18/10 2:30pm  17 630 IL $350,000 5/25/10 10:00am 18 574 IN $800,000 5/20/10 10:00am 19 913 KS * 5/18/10 10:00am 20 785 KS * 6/4/10 10:00am 21 620 KS $900,000 6/8/10 10:00am 22 859 KY $1,200,000 5/19/10 9:00am  23 337 LA * 5/17/10 10:00am 24 318 LA $500,000 5/18/10 2:30pm  25 504 LA $400,000 5/19/10 10:30am 26 504 LA $2,500,000 5/25/10 10:00am 27 504 LA $2,500,000 5/25/10 10:00am 28 301 MD $175,000 5/19/10 10:30am 29 410 MD $250,000 5/19/10 2:00pm  30 586 MI $850,000 5/20/10 10:00am 31 320 MN $1,100,000 5/18/10 10:00am 32 417 MO $1,200,000 5/19/10 10:00am 33 816 MO $2,000,000 5/19/10 10:00am 34 314 MO $2,500,000 5/20/10 9:00am  35 662 MS * 5/20/10 3:00pm  36 601 MS * 5/20/10 9:00am  37 704 NC $300,000 5/19/10 9:00am  38 704 NC $500,000 5/19/10 9:00am  39 828 NC $700,000 5/19/10 3:00pm  40 704 NC $800,000 5/19/10 10:30am 41 828 NC $1,000,000 5/19/10 2:00pm  42 919 NC * 5/20/10 2:00pm  43 336 NC * 5/21/10 10:00am 44 336 NC $2,500,000 5/25/10 10:00am 45 402 NE $2,100,000 5/27/10 3:00pm  46 603 NH $100,000 5/20/10 9:30am  47 575 NM $1,700,000 5/20/10 10:00am 48 702 NV $2,000,000 6/16/10 10:00am 49 716 NY $900,000 5/19/10 11:00am 50 585 NY $700,000 5/21/10 9:00am  51 607 NY $2,500,000 5/26/10 10:00am 52 330 OH $1,000,000 5/17/10 10:00am 53 216 OH $450,000 5/18/10 1:00pm  54 937 OH $800,000 5/18/10 10:00am 55 740 OH $210,000 5/19/10 10:00am 56 330 OH $600,000 5/19/10 11:00am 57 740 OH $1,500,000 5/19/10 2:00pm  58 419 OH * 5/19/10 3:00pm  59 330 OH $2,900,000 5/25/10 10:00am 60 740 OH $1,500,000 6/16/10 2:00pm  61 580 OK * 5/28/10 10:00am 62 724 PA * 6/15/10 10:00am 63 843 SC $300,000 5/19/10 9:00am  64 901 TN $500,000 5/20/10 3:00pm  65 936 TX $400,000 5/18/10 10:00am 66 432 TX $2,000,000 5/19/10 10:00am 67 409 TX $2,000,000 6/2/10 10:00am 68 540 VA $1,000,000 5/18/10 10:00am 69 703 VA * 5/21/10 2:00pm  70 434 VA $2,000,000 5/27/10 10:00am 71 540 VA $1,100,000 6/3/10 10:00am 72 253 WA $190,000 5/27/10 10:00am 73 715 WI $550,000 5/18/10 10:00am 74 715 WI $700,000 5/19/10 11:00am 75 715 WI * 5/19/10 10:00am 76 608 WI * 5/20/10 9:00am  77 608 WI * 5/20/10 9:00am  78 608 WI * 5/25/10 2:30pm  79 715 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?
Copyright ©1996-2010 401kExchange. All Rights Reserved. Neither this newsletter nor any part of it may be reproduced without the written permission of 401kExchange, Inc. Requests for permission should be directed to editor@401kExchange.com. No information in this issue should be used as recommendation to buy or sell securities or to provide investment advice.