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MAY 13, 2009		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Who Needs Another R Share?     ACCORDING TO INDUSTRY SOURCES, American Funds is coming out with another R Share.  While the first reaction might be, “Who needs another R Share” especially when American Funds already has five others, their R 6 share might be the most interesting class... Read More     401(k) Closure - Navigating the Complexities of Plan Termination   THE CURRENT ECONOMIC climate has created problems for everyone.  Investment advisors are no exception.  Unemployment statistics are up and portfolio assets are down.  We’re all being challenged to do more with less and no one looks forward to the sudden impact and prolonged ripple effect of the termination of a defined... Read More   From Last Week's Exchange Some Good News in the April 401kExchange Opportunity Index   WHILE THE APRIL 2009 401kExchange Opportunity Index¹ for record keepers remains at all times lows, there is a lot of good news for advisors and investment only providers.  More plans than ever are thinking of changing or are actively searching for a new advisor... Read More   Prospect Pipeline APPOINTMENTS Over $54 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 Mary Christopher, ext. 3573 or mchristopher@401kexchange.com. Lead # Area Code State Assets Appt. Date Appt Time 1 928 AZ $2,000,000 05/20/09 10:00am 2 760 CA * 05/26/09 11:00am 3 321 FL $2,900,000 05/19/09 10:00am 4 407 FL $500,000 05/26/09 10:00am 5 352 FL $2,700,000 05/28/09 2:00pm  6 478 GA $400,000 05/19/09 11:00am 7 706 GA $274,000 05/21/09 1:00pm  8 478 GA $700,000 05/21/09 10:00am 9 515 IA $650,000 05/18/09 1:00pm  10 515 IA $2,100,000 05/20/09 10:30am 11 515 IA * 05/27/09 2:00pm  12 815 IL $700,000 05/19/09 9:00am  13 708 IL $350,000 05/26/09 10:00am 14 765 IN * 05/20/09 10:00am 15 765 IN $600,000 06/10/09 2:00pm  16 913 KS $500,000 05/28/09 10:00am 17 316 KS * 06/03/09 10:00am 18 502 KY $250,000 05/27/09 1:00pm  19 606 KY $350,000 05/27/09 10:30am 20 504 LA $2,500,000 05/28/09 9:00am  21 301 MD $700,000 05/19/09 9:00am  22 301 MD $500,000 05/27/09 10:00am 23 207 ME $2,000,000 05/19/09 9:30am  24 207 ME $700,000 06/02/09 2:00pm  25 269 MI $480,000 05/19/09 8:00am  26 616 MI $450,000 05/20/09 2:30pm  27 231 MI $300,000 05/29/09 9:30am  28 601 MS * 05/18/09 2:00pm  29 601 MS $500,000 05/21/09 2:30pm  30 601 MS $1,400,000 05/26/09 3:00pm  31 601 MS $2,500,000 05/27/09 10:30am 32 601 MS $1,200,000 06/04/09 9:30am  33 910 NC $600,000 05/19/09 9:00am  34 910 NC $900,000 05/26/09 9:00am  35 910 NC $1,000,000 05/26/09 3:30pm  36 704 NC $550,000 05/27/09 2:30pm  37 252 NC $600,000 05/27/09 2:00pm  38 252 NC $225,000 06/03/09 9:00am  39 252 NC $750,000 06/03/09 10:00am 40 575 NM $930,000 05/19/09 9:00am  41 845 NY $400,000 05/20/09 10:00am 42 716 NY $2,000,000 05/21/09 9:00am  43 845 NY $400,000 05/27/09 4:00pm  44 937 OH $400,000 05/20/09 9:00am  45 419 OH $900,000 05/28/09 10:00am 46 419 OH $325,000 06/03/09 10:00am 47 614 OH $235,000 06/04/09 3:00pm  48 419 OH $500,000 06/05/09 10:00am 49 918 OK $2,000,000 05/27/09 9:00am  50 717 PA $600,000 05/20/09 1:30pm  51 570 PA $400,000 06/02/09 10:00am 52 717 PA $300,000 06/17/09 10:00am 53 803 SC $600,000 05/29/09 10:00am 54 903 TX $1,500,000 05/18/09 10:00am 55 281 TX $800,000 05/20/09 10:30am 56 210 TX $700,000 05/21/09 1:30pm  57 806 TX $750,000 05/21/09 10:00am 58 806 TX $750,000 05/21/09 10:00am 59 817 TX $205,000 05/26/09 9:30am  60 409 TX $2,000,000 05/27/09 2:00pm  61 703 VA $217,000 05/28/09 3:00pm  62 360 WA $450,000 05/19/09 11:00am 63 509 WA * 05/20/09 10:00am 64 360 WA $350,000 05/21/09 9:00am  65 608 WI $337,000 05/19/09 9:00am  66 920 WI $1,000,000 05/20/09 10:00am 67 608 WI $600,000 05/29/09 9:00am  68 715 WI * 05/29/09 10:00am 69 414 WI * 06/02/09 10:00am 70 715 WI $650,000 06/03/09 9:00am  71 715 WI $1,500,000 06/09/09 2:30pm      * More information will be provided when you speak with a 401kExchange representative.		Visit the Newsletter Archive Unsubscribe From Future Newsletters Visit the Sponsor Directory
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