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MAY 14, 2008		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein How Do Sponsors Rate their Advisors?     BELIEVING THAT YOU can be judged by the company you keep, 401kExchange reviewed the results of plan advisors’ ratings from the almost 30,000 surveys completed with plan sponsors under $10 million and the almost 3,000 surveys with plans $10-$100 million... Read More       Important Deadline for 403(b) Plan Sponsor Clients DO YOU WORK with 403(b) plans for churches, schools, hospitals, or other not-for-profit organizations? If you answered yes, then you need to keep reading. New regulations and new reporting requirements for all 403(b) plans will take effect on January 1, 2009. Plan sponsors will be affected by two significant... Read More       The Cost of Our Assumptions MAKING OVERLY OPTIMISTIC assumptions can be risky business. Take the old economist joke, for example:  A physicist, a chemist, and an economist are stuck on a desert island without food or water—only cases of canned tuna fish.  But they have no can-opener. Read More       ING Exec Discusses the CitiStreet Deal   THE PRESIDENT OF retirement services market segments at ING Wealth Management talks to The 401kWire about the $900 million acquisition.  Read More Trone is MIA at fi360 Conference The FI360 FOUNDER was a no-show at the Charlotte conference, and the absence may not be temporary.   Read More       From Last Week's Exchange 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... Read More     Prospect Pipeline APPOINTMENTS Over $166 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). Lead # Area Code State Assets Appt. Date Appt. Time 1 205 AL * 6/10/08 9:30am 2 251 AL * 6/17/08 10:00am 3 251 AL * 5/29/08 2:00pm 4 501 AR $1,300,000 6/3/08 2:00pm 5 520 AZ $2,900,000 5/21/08 10:00am 6 480 AZ * 6/18/08 9:00am 7 714 CA $200,000 6/13/08 2:00pm 8 818 CA $500,000 6/4/08 11:00am 9 650 CA $550,000 6/4/08 11:00am 10 650 CA $800,000 6/20/08 1:30pm 11 707 CA $950,000 6/18/08 10:00am 12 559 CA $1,000,000 6/23/08 10:00am 13 562 CA $1,500,000 6/18/08 9:00am 14 209 CA $2,000,000 6/9/08 9:30am 15 559 CA $2,200,000 6/4/08 9:00am 16 858 CA $2,500,000 5/21/08 10:30am 17 831 CA * 5/21/08 11:00am 18 707 CA * 6/17/08 10:00am 19 323 CA * 5/28/08 2:00pm 20 415 CA * 5/21/08 11:00am 21 202 DC $1,000,000 6/6/08 4:00pm 22 202 DC * 5/23/08 11:30am 23 941 FL $500,000 5/22/08 3:00pm 24 352 FL $500,000 5/23/08 10:00am 25 813 FL $900,000 5/28/08 9:00am 26 352 FL $950,000 5/20/08 10:00am 27 352 FL $1,100,000 5/29/08 10:00am 28 813 FL $1,500,000 6/11/08 10:00am 29 386 FL * 6/18/08 9:30am 30 954 FL * 6/5/08 11:30am 31 305 FL * 6/3/08 9:30am 32 813 FL * 5/22/08 10:00am 33 706 GA $210,000 5/28/08 2:00pm 34 770 GA $400,000 5/19/08 9:00am 35 706 GA $600,000 5/20/08 9:30am 36 229 GA $700,000 5/21/08 2:00pm 37 515 IA * 6/16/08 9:00am 38 217 IL $481,000 5/20/08 2:00pm 39 217 IL $1,000,000 6/10/08 10:30am 40 217 IL $1,100,000 5/19/08 9:30am 41 309 IL * 6/3/08 9:00am 42 309 IL * 5/20/08 10:00am 43 317 IN $1,500,000 6/5/08 10:30am 44 763 IN $1,900,000 5/21/08 9:30am 45 812 IN $2,000,000 5/28/08 2:00pm 46 317 IN $2,500,000 6/16/08 2:00pm 47 812 IN * 5/19/08 2:00pm 48 812 IN * 5/21/08 9:00am 49 317 IN * 6/5/08 9:30am 50 260 IN * 6/19/08 10:00am 51 260 IN * 6/19/08 10:00am 52 574 IN * 6/10/08 9:30am 53 620 KS $910,000 6/3/08 11:00am 54 913 KS * 5/28/08 2:30pm 55 502 KY $900,000 5/28/08 3:00pm 56 270 KY * 5/15/08 1:30pm 57 318 LA $350,000 5/21/08 2:00pm 58 225 LA $400,000 5/15/08 11:00am 59 318 LA $400,000 6/4/08 10:00am 60 318 LA $500,000 6/10/08 9:00am 61 318 LA $2,600,000 5/19/08 10:00am 62 504 LA * 5/21/08 11:00am 63 508 MA $500,000 6/17/08 1:30pm 64 508 MA $650,000 6/11/08 9:00am 65 508 MA $1,000,000 6/11/08 2:30pm 66 508 MA $2,000,000 5/23/08 2:00pm 67 404 MA $2,700,000 5/27/08 10:30am 68 781 MA * 5/15/08 10:00am 69 301 MD $500,000 6/2/08 9:00am 70 301 MD $500,000 6/11/08 9:30am 71 301 MD $750,000 6/19/08 10:00am 72 410 MD * 6/4/08 10:00am 73 410 MD * 6/3/08 9:00am 74 207 ME * 6/11/08 2:00pm 75 231 MI $300,000 5/15/08 11:00am 76 989 MI $500,000 5/28/08 9:00am 77 810 MI $2,500,000 5/21/08 9:30am 78 218 MN $500,000 5/23/08 10:00am 79 507 MN $500,000 5/27/08 9:00am 80 763 MN $550,000 5/28/08 10:00am 81 763 MN $700,000 6/3/08 2:00pm 82 651 MN $1,000,000 6/5/08 11:00am 83 507 MN $1,100,000 5/20/08 3:30pm 84 763 MN $1,200,000 5/21/08 9:00am 85 651 MN $1,200,000 6/3/08 9:30am 86 612 MN $1,500,000 5/21/08 9:00am 87 763 MN $1,900,000 5/21/08 9:00am 88 763 MN $2,000,000 5/28/08 2:30pm 89 952 MN $2,000,000 6/2/08 11:00am 90 952 MN $2,600,000 6/19/08 9:00am 91 507 MN $2,700,000 5/15/08 11:00am 92 952 MN * 6/20/08 1:00pm 93 952 MN * 5/22/08 2:00pm 94 314 MO $500,000 6/10/08 9:00am 95 314 MO $1,000,000 5/15/08 10:00am 96 636 MO $1,000,000 6/9/08 10:00am 97 314 MO $1,200,000 6/11/08 10:00am 98 314 MO $1,500,000 5/23/08 11:00am 99 314 MO $1,800,000 5/21/08 10:30am 100 314 MO $2,100,000 5/22/08 1:30pm 101 573 MO * 6/5/08 9:30am 102 662 MS $300,000 5/23/08 9:30am 103 662 MS $350,000 5/21/08 9:30am 104 919 NC $650,000 6/13/08 9:00am 105 252 NC $1,150,000 6/9/08 2:00pm 106 919 NC $1,200,000 5/21/08 2:00pm 107 336 NC $2,000,000 5/27/08 2:00pm 108 609 NJ $109,000 5/28/08 2:00pm 109 201 NJ $1,200,000 5/23/08 10:00am 110 201 NJ * 6/4/08 3:30pm 111 505 NM $500,000 6/10/08 10:00am 112 505 NM $1,000,000 6/11/08 3:00pm 113 505 NM * 5/27/08 10:00am 114 702 NV * 6/3/08 10:00am 115 718 NY $400,000 5/29/08 12:00pm 116 315 NY $500,000 5/21/08 10:00am 117 212 NY $500,000 6/4/08 11:00am 118 212 NY $750,000 6/5/08 12:00pm 119 518 NY $1,000,000 5/22/08 9:00am 120 716 NY $2,200,000 6/6/08 2:00pm 121 607 NY * 5/28/08 10:00am 122 212 NY * 5/21/08 3:00pm 123 937 OH $450,000 5/28/08 10:00am 124 937 OH $450,000 6/6/08 9:00am 125 937 OH $550,000 6/3/08 10:00am 126 330 OH $600,000 5/19/08 9:00am 127 937 OH $700,000 6/3/08 9:00am 128 419 OH $1,200,000 5/23/08 9:00am 129 419 OH $1,300,000 5/22/08 10:00am 130 937 OH $2,000,000 5/22/08 9:00am 131 330 OH $2,000,000 5/23/08 9:00am 132 419 OH $2,000,000 6/10/08 9:30am 133 419 OH $2,500,000 6/13/08 9:30am 134 937 OH $2,800,000 6/3/08 10:00am 135 937 OH * 6/12/08 2:00pm 136 614 OH * 6/10/08 10:00am 137 330 OH * 6/23/08 2:00pm 138 440 OH * 6/12/08 10:00am 139 513 OH * 6/2/08 9:30am 140 937 OH * 6/4/08 2:00pm 141 503 OR $300,000 5/20/08 10:30am 142 215 PA $500,000 6/17/08 9:00am 143 724 PA $800,000 6/5/08 1:30pm 144 717 PA $2,250,000 6/5/08 10:30am 145 724 PA $2,500,000 6/2/08 10:00am 146 215 PA * 6/3/08 10:00am 147 724 PA * 6/17/08 2:00pm 148 610 PA * 5/21/08 10:00am 149 401 RI $450,000 5/28/08 2:00pm 150 843 SC $580,000 5/20/08 9:00am 151 803 SC * 6/3/08 10:00am 152 615 TN $300,000 5/28/08 1:00pm 153 901 TN $400,000 6/3/08 9:30am 154 615 TN $500,000 5/21/08 10:00am 155 423 TN $1,500,000 5/27/08 2:00pm 156 901 TN $1,500,000 6/17/08 9:00am 157 615 TN * 5/22/08 3:00pm 158 972 TX $350,000 5/22/08 2:00pm 159 281 TX $400,000 5/22/08 2:00pm 160 214 TX $400,000 6/5/08 9:30am 161 915 TX $500,000 6/23/08 2:00pm 162 806 TX $600,000 6/4/08 10:00 163 713 TX $700,000 5/22/08 10:00am 164 713 TX $800,000 6/11/08 2:00pm 165 409 TX $1,200,000 6/5/08 2:00pm 166 325 TX $1,200,000 6/19/08 2:30pm 167