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MAY 26, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Evolution of Defined Contribution Advisors - 2010 DCP Advisors Study     THE RECENTLY RELEASED 2010 DCP Advisor Study, now in its fifth year, focuses primarily on advisor satisfaction with services provided to them by record keepers.  Along with satisfaction of the major areas of service (see complete list of record keepers profiled below), the DCP Advisor Study provides an interesting profile of DC advisors and... Read More             ETFs:  The Next 401(k) Frontier     SINCE COMING ON the scene in the 1990s, exchange traded funds have enjoyed an enormous surge in popularity among institutional and individual investors alike. Their next stop: the over $2 trillion 401(k) marketplace... Read More        Case of the Week:  Treatment of an Acquired Company's 401(k) Plan 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 about the treatment of employer plans in cases of acquisitions and mergers.  Through our relationship with the Columbia Management Learning Center, we are able to guide... Read More            From Last Week's Exchange 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        Prospect Pipeline APPOINTMENTS Over $80 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 $700,000 6/1/10 10:00am 2 661 CA $250,000 6/9/10 10:00am 3 707 CA $1,500,000 6/17/10 2:00pm  4 706 GA $900,000 6/9/10 9:30am  5 912 GA $500,000 7/8/10 2:00pm  6 208 ID $500,000 6/2/10 10:00am 7 217 IL $600,000 6/8/10 2:30pm  8 217 IL $700,000 6/9/10 10:00am 9 217 IL $600,000 6/15/10 2:00pm  10 260 IN $1,700,000 6/3/10 9:30am  11 260 IN $600,000 6/9/10 9:00am  12 785 KS * 6/4/10 10:00am 13 620 KS $900,000 6/8/10 10:00am 14 502 KY $370,000 6/2/10 2:00pm  15 504 LA $2,500,000 6/1/10 10:00am 16 318 LA $1,000,000 6/9/10 9:00am  17 318 LA $500,000 6/22/10 2:30pm  18 318 LA $400,000 6/23/10 2:00pm  19 616 MI $750,000 6/2/10 9:30am  20 320 MN $1,100,000 6/9/10 10:00am 21 417 MO * 6/9/10 10:00am 22 314 MO $2,000,000 6/23/10 2:00pm  23 406 MT $900,000 6/9/10 11:00am 24 828 NC $450,000 6/2/10 10:00am 25 910 NC $2,000,000 6/2/10 10:00am 26 910 NC $300,000 6/3/10 2:30pm  27 336 NC $2,000,000 6/4/10 1:00pm  28 252 NC $500,000 6/8/10 3:00pm  29 919 NC $400,000 6/9/10 10:00am 30 336 NC $1,300,000 6/9/10 9:00am  31 828 NC $1,000,000 6/16/10 3:00pm  32 704 NC $300,000 6/17/10 9:00am  33 704 NC $500,000 6/23/10 9:00am  34 336 NC * 7/2/10 10:00am 35 402 NE $800,000 6/16/10 2:30pm  36 702 NV $1,300,000 6/9/10 2:00pm  37 607 NY $200,000 6/9/10 10:00am 38 716 NY $900,000 6/23/10 11:00am 39 585 NY $700,000 6/25/10 9:00am  40 440 OH $400,000 6/2/10 9:30am  41 513 OH $1,700,000 6/2/10 9:00am  42 419 OH $2,000,000 6/4/10 12:00pm 43 419 OH $250,000 6/8/10 10:30am 44 740 OH $550,000 6/9/10 10:00am 45 440 OH $1,000,000 6/10/10 2:30pm  46 330 OH $600,000 6/16/10 11:00am 47 740 OH $1,500,000 6/16/10 2:00pm  48 216 OH $450,000 6/23/10 1:00pm  49 937 OH $500,000 6/23/10 1:00pm  50 918 OK $800,000 6/8/10 10:00am 51 724 PA $600,000 6/8/10 10:00am 52 412 PA $1,500,000 6/11/10 2:00pm  53 724 PA * 6/15/10 10:00am 54 843 SC $250,000 6/8/10 9:00am  55 409 TX $2,000,000 6/2/10 10:00am 56 325 TX $1,200,000 6/8/10 3:00pm  57 432 TX $2,000,000 6/23/10 10:00am 58 703 VA $300,000 6/1/10 9:00am  59 703 VA $600,000 6/3/10 10:00am 60 540 VA $1,100,000 6/3/10 10:00am 61 757 VA $230,000 6/8/10 9:00am  62 757 VA $390,000 6/9/10 10:00am 63 703 VA $1,200,000 6/9/10 10:00am 64 703 VA $700,000 6/16/10 10:00am 65 703 VA * 6/18/10 9:00am  66 703 VA $400,000 6/21/10 2:30pm  67 802 VT $900,000 6/3/10 10:00am 68 920 WI $380,000 6/1/10 10:00am 69 608 WI $400,000 6/3/10 3:00pm  70 920 WI $1,300,000 6/4/10   71 608 WI $350,000 6/8/10 1:00pm  72 608 WI $705,000 6/9/10 11:30am 73 414 WI * 6/24/10 10:30am * More information will be provided when you speak with a 401kExchange representative.		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