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JUNE 4, 2008		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein April 2008 401kExchange Opportunity Index Continues Slide     DEFYING THE CHALLENGE “how low can you go” the April 2008 401kExchange Opportunity Index¹ continues to slide indicating that fewer plan sponsors are likely to change record keepers this year. Now at historic lows, YTD figures are hovering at or below 4%.... Read More       Laying It on the Line — How New Disclosure Rules Will Affect Financial Advisors THE DEPARTMENT OF LABOR (DOL) has issued far-reaching, proposed disclosure regulations under ERISA Section 408(b)(2) that will affect virtually all retirement plan service providers — including broker dealers and financial advisors... Read More       New York Life Customizes its Way into Small Plans EXECUTIVES AT THE traditionally mid to large market-focused provider unveil a down-market push... Read More       From Last Week's Exchange The Growing Importance of TPAs     IN CASE YOU have not noticed, more and more providers are working with and through TPAs. This trend is important for advisors because those who understand the inherent value of working with a TPA will be better positioned to build... Read More     Prospect Pipeline APPOINTMENTS Over $78 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 1 251 AL $800,000 6/18/08 10:00am 2 479 AR * 6/25/08 2:00pm 3 909 CA $60,000 6/25/08 9:30am 4 408 CA $400,000 6/12/08 10:30am 5 408 CA $400,000 6/18/08 3:00pm 6 559 CA $400,000 6/25/08 10:00am 7 408 CA $500,000 6/18/08 2:00pm 8 415 CA $500,000 7/16/08 9:00am 9 510 CA $650,000 6/10/08 11:00am 10 408 CA $750,000 6/16/08 11:00am 11 510 CA $800,000 7/7/08 9:00am 12 707 CA $1,000,000 6/16/08 2:00pm 13 310 CA $1,200,000 6/16/08 9:00am 14 210 CA $2,100,000 6/30/08 3:00pm 15 661 CA * 6/18/08 9:30am 16 707 CA * 6/17/08 10:00am 17 408 CA * 6/25/08 2:00pm 18 305 FL $500,000 6/17/08 11:00am 19 863 FL $500,000 6/24/08 1:00pm 20 904 FL $500,000 6/24/08 2:00pm 21 850 FL $700,000 6/27/08 10:00am 22 850 FL $900,000 6/11/08 2:00pm 23 941 FL $1,200,000 6/17/08 11:00am 24 407 FL $1,500,000 6/11/08 10:00am 25 386 FL * 6/18/08 9:30am 26 863 FL * 6/18/08 9:00am 27 706 GA $400,000 6/19/08 9:00am 28 229 GA $1,600,001 6/17/08 11:00am 29 404 GA * 6/18/08 9:00am 30 712 IA $100,000 6/11/08 2:00pm 31 515 IA $900,000 6/20/08 9:00am 32 515 IA $1,000,000 6/10/08 1:00pm 33 515 IA $1,500,000 6/24/08 2:00pm 34 515 IA * 6/16/08 9:00am 35 217 IL $400,000 6/30/08 10:00am 36 618 IL $500,000 6/20/08 3:00pm 37 708 IL $600,000 6/18/08 3:00pm 38 217 IL $800,000 6/17/08 2:00pm 39 217 IL $1,000,000 6/10/08 10:30am 40 815 IL * 6/24/08 10:30am 41 847 IL * 7/3/08 1:00pm 42 317 IN $450,000 6/24/08 2:30pm 43 574 IN * 6/10/08 9:30am 44 316 KS $1,500,000 6/20/08 9:30am 45 502 KY * 6/9/08 2:00pm 46 225 LA $300,000 6/25/08 10:00am 47 504 LA $350,000 7/8/08 2:00pm 48 508 MA $200,000 6/17/08 11:00am 49 508 MA $350,000 6/26/08 10:00am 50 978 MA $350,000 7/10/08 2:00pm 51 508 MA $500,000 7/17/08 11:00am 52 508 MA $600,000 6/11/08 9:00am 53 617 MA $800,000 6/27/08 12:30pm 54 507 MN $1,500,000 6/11/08 2:00pm 55 952 MN * 6/20/08 1:00pm 56 320 MN * 6/24/08 9:00am 57 651 MN * 7/1/08 9:00am 58 314 MO $200,000 6/30/08 9:00am 59 314 MO $500,000 6/10/08 9:00am 60 314 MO $1,000,000 6/5/08 3:00pm 61 636 MO $1,000,000 6/9/08 10:00am 62 314 MO $1,000,000 6/23/08 9:00am 63 314 MO $1,750,000 6/17/08 11:30am 64 573 MO * 6/5/08 9:30am 65 662 MS $2,000,000 6/5/08 10:00am 66 336 NC $400,000 6/18/08 11:00am 67 252 NC $650,000 6/24/08 2:00pm 68 252 NC $700,000 6/25/08 9:30am 69 336 NC $1,000,000 6/19/08 10:00am 70 336 NC $1,200,000 6/12/08 2:00pm 71 505 NM * 6/10/08 9:00am 72 330 OH $175,000 6/20/08 9:30am 73 419 OH $425,000 6/17/08 10:00am 74 419 OH $700,000 6/16/08 10:00am 75 419 OH $803,000 6/19/08 9:00am 76 740 OH $1,100,000 6/30/08 10:30am 77 419 OH $1,500,000 6/17/08 2:00pm 78 740 OH $1,600,000 6/11/08 10:30am 79 937 OH $2,200,000 6/5/08 3:30pm 80 419 OH $2,500,000 6/13/08 9:30am 81 937 OH * 6/12/08 2:00pm 82 614 OH * 6/10/08 10:00am 83 440 OH * 6/12/08 10:00am 84 580 OK $1,000,000 6/25/08 2:00pm 85 503 OR * 6/24/08 11:00am 86 570 PA $400,000 6/12/08 12:00pm 87 412 PA $1,500,000 6/10/08 10:00am 88 412 PA * 6/24/08 12:00pm 89 724 PA * 6/17/08 2:00pm 90 803 SC $120,000 6/24/08 10:00am 91 843 SC $400,000 6/26/08 10:30am 92 843 SC $580,000 6/24/08 9:30am 93 843 SC $600,000 6/30/08 10:00am 94 843 SC $650,000 6/30/08 11:00am 95 864 SC * 6/12/08 3:00pm 96 864 SC * 6/12/08 2:00pm 97 901 TN $400,000 6/5/08 9:30am 98 731 TN $420,000 6/18/08 1:00pm 99 865 TN $1,400,000 6/18/08 9:00am 100 469 TX $274,000 6/26/08 10:30am 101 806 TX $400,000 6/13/08 10:30am 102 806 TX $400,000 6/27/08 2:00pm 103 713 TX $450,000 6/25/08 2:00pm 104 210 TX $900,000 6/24/08 10:00am 105 409 TX $1,200,000 6/5/08 2:00pm 106 972 TX $1,500,000 6/11/08 10:00am 107 210 TX * 6/12/08 10:00am 108 713 TX * 6/26/08 9:30am 109 713 TX * 6/9/08 1:00pm 110 972 TX * 7/8/08 9:00am 111 703 VA $400,000 6/19/08 10:00am 112 540 VA $1,000,000 6/12/08 10:00am 113 802 VT $1,100,000 6/16/08 1:00pm 114 802 VT $1,500,000 7/7/08 11:00am 115 425 WA $1,500,000 6/10/08 2:00pm 116 206 WA $1,500,000 6/25/08 10:00am 117 920 WI $700,000 6/11/08 11:00am 118 715 WI $999,000 6/17/08 3:00pm 119 715 WI $1,500,000 6/25/08 3:00pm 120 304 WV $1,000,000 6/25/08 9:00am 121 304 WV $1,250,000 6/17/08 7:30am * More information will be provided when you speak with a 401kExchange representative.		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