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JUNE 2, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Capturing IRA Rollovers - Easier Said than Done     FOR YEARS, SOME record keepers and investment only providers (IO’s) have justified their foray into the defined contribution (DC) business by projecting huge assets from capturing IRA rollovers.  The theory goes that the providers, whether record keeper, IO, or broker through their advisor, have to touch the participant while they are in... Read More          Prudential Investments Profile     CHANGING A BRAND name can be difficult and costly, but Prudential Investments, formerly Jennison-Dryden <view complete profile>, thinks that the risks are worth taking to align itself with a strong brand in the retirement market.  Based on recent results, it looks like the move is paying off... Read More        From Last Week's Exchange 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         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 $700,000 6/7/10 10:00am 2 661 CA $250,000 6/9/10 10:00am 3 707 CA $400,000 6/15/10 9:00am  4 559 CA $800,000 6/16/10 2:00pm  5 707 CA $1,500,000 6/17/10 2:00pm  6 510 CA * 6/17/10 2:00pm  7 706 GA $850,000 6/24/10 3:00pm  8 912 GA $500,000 7/8/10 2:00pm  9 217 IL $600,000 6/8/10 2:30pm  10 217 IL $700,000 6/9/10 10:00am 11 217 IL $600,000 6/15/10 2:00pm  12 630 IL $2,900,000 6/16/10 9:00am  13 847 IL $350,000 6/17/10 2:00pm  14 317 IN $400,000 6/9/10 2:00pm  15 260 IN $600,000 6/9/10 9:00am  16 765 IN $1,400,000 6/11/10 3:00pm  17 765 IN $1,200,000 6/24/10 10:00am 18 620 KS $900,000 6/8/10 10:00am 19 502 KY * 6/9/10 10:30am 20 502 KY $1,000,000 6/11/10 9:00am  21 606 KY $1,000,000 6/15/10 2:00pm  22 985 LA * 6/8/10 9:00am  23 318 LA $1,000,000 6/9/10 9:00am  24 318 LA $500,000 6/22/10 2:30pm  25 318 LA $400,000 6/23/10 2:00pm  26 301 MD $300,000 6/10/10 9:00am  27 313 MI $300,000 6/10/10 10:00am 28 651 MN $900,000 6/15/10 10:00am 29 417 MO * 6/9/10 10:00am 30 314 MO $2,000,000 6/23/10 2:00pm  31 406 MT $900,000 6/9/10 11:00am 32 252 NC $500,000 6/8/10 3:00pm  33 336 NC $1,300,000 6/9/10 9:00am  34 336 NC $1,700,000 6/9/10 2:00pm  35 828 NC $1,000,000 6/16/10 3:00pm  36 828 NC $1,200,000 6/16/10 9:00am  37 336 NC $1,500,000 6/16/10 9:00am  38 704 NC $500,000 6/23/10 9:00am  39 828 NC $700,000 6/29/10 10:00am 40 336 NC * 7/2/10 10:00am 41 402 NE $800,000 6/16/10 2:30pm  42 716 NY $900,000 6/23/10 11:00am 43 585 NY $700,000 6/25/10 9:00am  44 419 OH $250,000 6/8/10 10:30am 45 740 OH $550,000 6/9/10 10:00am 46 440 OH $1,000,000 6/10/10 2:30pm  47 330 OH $600,000 6/16/10 11:00am 48 740 OH $1,500,000 6/16/10 2:00pm  49 513 OH * 6/16/10 9:00am  50 419 OH $500,000 6/21/10 3:00pm  51 216 OH $450,000 6/23/10 1:00pm  52 937 OH $500,000 6/23/10 1:00pm  53 918 OK $800,000 6/8/10 10:00am 54 918 OK $2,000,000 6/15/10 2:00pm  55 503 OR $2,800,000 6/7/10 1:00pm  56 724 PA $600,000 6/8/10 10:00am 57 412 PA $1,350,000 6/8/10 10:30am 58 412 PA $1,500,000 6/11/10 2:00pm  59 412 PA $400,000 6/15/10 11:00am 60 724 PA $1,000,000 6/15/10 10:00am 61 570 PA * 6/15/10 10:00am 62 724 PA * 6/15/10 10:00am 63 717 PA $300,000 6/16/10 2:00pm  64 570 PA * 6/16/10 9:00am  65 843 SC $250,000 6/8/10 9:00am  66 615 TN $300,000 6/11/10 10:00am 67 865 TN * 6/11/10 10:30am 68 325 TX $1,200,000 6/8/10 3:00pm  69 432 TX $2,000,000 6/23/10 10:00am 70 435 UT $700,000 6/10/10 10:00am 71 757 VA $230,000 6/8/10 9:00am  72 703 VA $300,000 6/9/10 3:00pm  73 757 VA $390,000 6/9/10 10:00am 74 703 VA $700,000 6/16/10 10:00am 75 703 VA * 6/18/10 9:00am  76 703 VA $400,000 6/21/10 2:30pm  77 608 WI $350,000 6/8/10 1:00pm  78 608 WI $705,000 6/9/10 11:30am 79 920 WI $400,000 6/16/10 9:00am  80 414 WI * 6/24/10 10:30am * More information will be provided when you speak with a 401kExchange representative.		FEATURED PROVIDER           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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