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MAY 19, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Understanding Defined Contribution Service Models      DEFINED CONTRIBUTION (DC) and particularly 401(k) plan service models can seem awfully confusing but in reality they are quite simple.  Though there are many ways to design a corporate retirement plan, there are only three basic DC service models.  Advisors should leave plan design to experienced TPA’s, but they do need to understand... Read More            Market Intelligence from 401kExchange Featured Providers      IN OUR ONGOING effort to provide the most relevant market intelligence possible, we are constantly adding or updating comprehensive profiles of leading providers on 401kexchange.com.  Currently, there are over 40 detailed profiles of Record-Keepers, Bundled Providers and Investment Only firms.  Provider profiles... Read More          From Last Week's Exchange 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        Prospect Pipeline APPOINTMENTS Over $100 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 1 256 AL $200,000 5/24/10 10:00am 2 860 CT $550,000 5/26/10 9:00am  3 912 GA $500,000 5/21/10 2:00pm  4 706 GA $450,000 5/27/10 10:00am 5 706 GA $850,000 5/27/10 3:00pm  6 478 GA $2,000,000 5/27/10 10:00am 7 208 ID $500,000 5/28/10 1:30pm  8 217 IL $600,000 6/8/10 2:30pm  9 217 IL $600,000 6/15/10 2:00pm  10 260 IN $1,000,000 5/25/10 10:00am 11 785 KS * 6/4/10 10:00am 12 620 KS $900,000 6/8/10 10:00am 13 270 KY $500,000 5/28/10 3:00pm  14 502 KY $370,000 6/2/10 2:00pm  15 504 LA $2,500,000 5/25/10 10:00am 16 318 LA $400,000 6/23/10 2:00pm  17 413 MA $2,500,000 5/26/10 10:00am 18 410 MD $250,000 6/16/10 2:00pm  19 314 MO $2,000,000 5/27/10 10:00am 20 816 MO $2,000,000 6/9/10 10:00am 21 314 MO $2,000,000 6/23/10 2:00pm  22 314 MO * 6/23/10 9:00am  23 336 NC * 5/21/10 10:00am 24 336 NC $300,000 5/28/10 9:30am  25 828 NC $450,000 6/2/10 10:00am 26 910 NC $2,000,000 6/2/10 10:00am 27 919 NC $2,300,000 6/2/10 10:30am 28 336 NC $2,000,000 6/4/10 1:00pm  29 828 NC $1,000,000 6/16/10 3:00pm  30 704 NC $500,000 6/23/10 9:00am  31 704 NC $800,000 6/23/10 10:30am 32 402 NE $2,100,000 5/27/10 3:00pm  33 702 NV $2,500,000 5/21/10 2:00pm  34 702 NV $2,000,000 6/16/10 10:00am 35 585 NY $700,000 5/21/10 9:00am  36 607 NY $2,500,000 5/26/10 10:00am 37 716 NY $900,000 6/23/10 11:00am 38 513 OH * 5/24/10 1:30pm  39 419 OH $950,000 5/26/10 4:00pm  40 419 OH $2,000,000 6/4/10 12:00pm 41 440 OH $1,000,000 6/10/10 2:30pm  42 740 OH $1,500,000 6/16/10 2:00pm  43 216 OH $450,000 6/23/10 1:00pm  44 918 OK $2,000,000 5/25/10 1:30pm  45 412 PA $1,500,000 5/26/10 2:00pm  46 570 PA $500,000 5/27/10 10:00am 47 724 PA * 6/15/10 10:00am 48 401 RI $400,000 6/8/10 10:00am 49 803 SC $700,000 5/26/10 2:00pm  50 615 TN $1,000,000 5/28/10 10:00am 51 817 TX * 5/27/10 2:00pm  52 409 TX $2,000,000 6/2/10 10:00am 53 432 TX $2,000,000 6/23/10 10:00am 54 435 UT $400,000 5/25/10 9:00am  55 801 UT * 6/3/10 10:00am 56 703 VA $300,000 6/1/10 9:00am  57 703 VA $600,000 6/3/10 10:00am 58 703 VA $400,000 6/21/10 2:30pm  59 802 VT $900,000 6/3/10 10:00am 60 425 WA $300,000 5/26/10 10:00am 61 253 WA $190,000 5/27/10 10:00am 62 920 WI $1,200,000 5/25/10 2:00pm  63 608 WI * 5/25/10 2:30pm  64 715 WI $2,800,000 5/26/10 2:00pm  65 715 WI * 5/26/10 2:00pm  66 920 WI $380,000 6/1/10 10:00am 67 414 WI * 6/24/10 10:30am * 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?
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