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MAY 20, 2009		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Watching Wholesalers to Predict Consolidation & Business Health     MANY EXPERTS HAVE BEEN PREDICTING massive consolidation among DC record keepers but the big push has yet to begin.  The businesses of many large, national record keepers are not sustainable especially with low plan turnover and price pressure... Read More     From Last Week's Exchange 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   Prospect Pipeline APPOINTMENTS Over $52 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 1 256 AL $500,000 06/03/09 10:00am 2 561 FL $500,000 05/27/09 11:00am 3 561 FL $200,000 06/02/09 10:00am 4 678 GA $708,000 05/28/09 10:00am 5 706 GA * 06/05/09 10:00am 6 515 IA * 05/27/09 2:00pm  7 319 IA * 06/11/09 9:00am  8 708 IL $350,000 05/26/09 10:00am 9 815 IL $225,000 06/11/09 9:00am  10 765 IN $600,000 06/10/09 2:00pm  11 765 IN * 06/18/09 10:00am 12 260 IN $600,000 06/19/09 10:00am 13 502 KY $250,000 05/27/09 1:00pm  14 606 KY $350,000 05/27/09 10:30am 15 318 LA $200,000 06/09/09 9:00am  16 508 MA $400,000 06/09/09 10:00am 17 301 MD $500,000 05/27/09 10:00am 18 207 ME $700,000 06/02/09 2:00pm  19 207 ME * 06/17/09 9:00am  20 231 MI $300,000 05/29/09 9:30am  21 231 MI $300,000 06/10/09 2:00pm  22 507 MN $1,500,000 06/04/09 10:00am 23 507 MN * 06/12/09 9:00am  24 636 MO $400,000 06/10/09 2:00pm  25 601 MS $500,000 04/29/09 10:00am 26 601 MS $500,000 05/21/09 2:30pm  27 601 MS $2,500,000 05/27/09 10:30am 28 601 MS $1,200,000 06/04/09 9:30am  29 704 NC $850,000 05/13/09 2:30pm  30 910 NC $900,000 05/26/09 9:00am  31 910 NC $1,000,000 05/26/09 3:30pm  32 704 NC $550,000 05/27/09 2:30pm  33 252 NC $600,000 05/27/09 2:00pm  34 828 NC $2,100,000 05/27/09 10:00am 35 828 NC $600,000 05/28/09 9:00am  36 252 NC $225,000 06/03/09 9:00am  37 910 NC $550,000 06/03/09 3:00pm  38 252 NC $750,000 06/03/09 10:00am 39 828 NC $600,000 06/04/09 2:00pm  40 704 NC $450,000 06/12/09 1:30pm  41 716 NY $2,000,000 05/21/09 9:00am  42 716 NY $1,000,000 06/03/09 11:00am 43 419 OH $900,000 05/28/09 10:00am 44 419 OH $300,000 06/03/09 3:00pm  45 419 OH $325,000 06/03/09 10:00am 46 614 OH $235,000 06/04/09 3:00pm  47 419 OH $500,000 06/05/09 10:00am 48 918 OK $2,000,000 05/27/09 9:00am  49 918 OK $2,000,000 05/28/09 9:00am  50 503 OR $1,800,000 05/14/09 10:30am 51 503 OR $2,200,000 06/02/09 10:00am 52 570 PA $400,000 06/02/09 10:00am 53 717 PA $300,000 06/17/09 10:00am 54 803 SC $600,000 05/29/09 10:00am 55 423 TN $400,000 04/29/09 3:00pm  56 615 TN * 06/02/09 2:00pm  57 423 TN $750,000 06/03/09 2:00pm  58 903 TX $800,000 05/19/09 10:00am 59 281 TX $800,000 05/20/09 10:30am 60 210 TX $700,000 05/21/09 1:30pm  61 806 TX $750,000 05/21/09 10:00am 62 817 TX $205,000 05/26/09 9:30am  63 409 TX $2,000,000 05/27/09 2:00pm  64 281 TX $500,000 06/03/09 9:00am  65 713 TX $1,000,000 06/03/09 3:00pm  66 806 TX $600,000 06/10/09 2:00pm  67 509 WA * 06/05/09 10:00am 68 360 WA $2,500,000 06/09/09 9:00am  69 608 WI $337,000 05/19/09 9:00am  70 920 WI $1,000,000 05/20/09 10:00am 71 608 WI $600,000 05/29/09 9:00am  72 715 WI * 05/29/09 10:00am 73 262 WI * 06/02/09 10:00am 74 715 WI $650,000 06/03/09 9:00am  75 715 WI $1,500,000 06/09/09 2:30pm  76 920 WI * 06/16/09 10:30am 77 304 WV $350,000 06/04/09 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
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