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JUNE 5, 2007 NEWSLETTER SPONSORS

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Industry Insight from Fred Barstein

May 401kExchange Opportunity Index Continues Slowdown

 

 

THE MAY 2007 401kExchange Opportunity Index¹ continued to slow down in 2007 as compared to 2006 except in the Large Market ($100 million - $1 Billion).  All other markets were below May 2006 levels and significantly below historic highs in 2004 and 2005.  YTD all markets except for the Large are down led by the Mid Market ($10-$100 million) which is off 35.3%.

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Hitting the Mark: the Multi-Manager Advantage in Asset Allocation Funds
 

 

IT HAS BEEN a long time since anyone offered a 401(k) fund menu from just one fund family.  The benefits of manager diversification and the wide range of available styles and asset classes for managing money has driven the best investment providers to include managers from multiple fund families in their lineup.  Why should it be any different when it comes to a plan’s asset allocation funds?
 

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From Last Week's Exchange

Navigating the New Investment Only World
 
WHEN RECORD KEEPING platforms were closed or completely proprietary, there was no doubt that the record keeper controlled which investments were selected.  Even when limited choice was introduced, the record keeper was able to determine which outside investment companies benefited.  With open investment menus, advisors become the key decision maker.  Advisors who understand the new market dynamics for Investment Only (IO’s) providers can leverage their position to help grow their businesses.  IO’s who understand the new dynamics of this market can dramatically increase assets under management without having to invest in record keeping or administrative services.


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Prospect Pipeline APPOINTMENTS
Over $57 Million in 401(k) Set Appointments Available!

Appointments currently available for sale with Plan Sponsors that want to meet face-to-face on a specific date and time!  For lead details, contact your Account Executive or call 877-777-401k ext. 3573 to speak with Mary Christopher (mchristopher@401kExchange.com).

Lead # Area Code State Assets Appt. Date Appt. Time
1 205 AL $300,000 6/20/07 2:00pm 
2 559 CA $100,000 6/20/07 3:00pm 
3 719 CO $225,000 6/13/07 2:00pm 
4 727 FL $250,000 6/19/07 10:00am
5 706 GA $300,000 6/13/07 9:00am 
6 618 IL $3,100,000 6/26/07 2:00pm 
7 260 IN $300,000 6/19/07 2:00pm 
8 574 IN $990,000 6/26/07 9:00am 
9 260 IN $2,900,000 6/18/07 2:00pm 
10 301 MD $250,000 6/14/07 10:00am
11 410 MD $500,000 6/25/07 9:00am 
12 207 ME $700,000 6/15/07 1:00pm 
13 616 MI $344,000 6/18/07 2:00pm 
14 231 MI $400,000 6/13/07 9:00am 
15 269 MI $800,000 6/22/07 2:00pm 
16 952 MN $3,000,000 6/27/07 10:00am
17 704 NC $250,000 6/8/07 3:00pm 
18 910 NC $400,000 6/27/07 10:00am
19 828 NC $500,000 6/22/07 2:00pm 
20 910 NC $750,000 6/29/07 10:00am
21 336 NC $900,000 6/12/07 10:00am
22 402 NE * 6/14/07 1:00pm 
23 505 NM $500,000 6/12/07 10:00am
24 505 NM $800,000 6/20/07 9:30am 
25 775 NV $1,200,000 6/20/07 2:00pm 
26 646 NY $500,000 6/18/07 2:00pm 
27 607 NY $600,000 6/12/07 10:00am
28 607 NY $1,000,000 6/8/07 3:30pm 
29 585 NY $1,300,000 6/19/07 3:00pm 
30 315 NY $1,700,000 6/21/07 2:00pm 
31 716 NY $2,900,000 6/18/07 2:00pm 
32 419 OH $900,000 6/20/07 10:30am
33 440 OH * 6/29/07 1:30pm 
34 570 PA $600,000 6/20/07 9:00am 
35 717 PA * 6/14/07 9:00am 
36 843 SC $175,000 6/20/07 10:00am
37 843 SC $275,000 6/13/07 4:00pm 
38 803 SC $425,000 6/29/07 10:00am
39 843 SC $450,000 6/12/07 9:00am 
40 864 SC $550,000 6/21/07 9:30am 
41 843 SC $1,700,000 6/12/07 10:30am
42 423 TN $750,000 6/19/07 9:30am 
43 423 TN $900,000 7/11/07 3:30pm 
44 423 TN $1,200,000 6/22/07 10:00am
45 423 TN $1,200,000 6/26/07 10:00am
46 423 TN $1,400,000 6/12/07 2:00pm 
47 615 TN $1,800,000 6/14/07 10:00am
48 423 TN $2,500,000 6/20/07 9:30am 
49 423 TN * 6/29/07 2:30pm 
50 830 TX $80,000 6/14/07 1:30pm 
51 210 TX $650,000 6/14/07 9:00am 
52 409 TX $1,000,000 6/27/07 2:00pm 
53 713 TX $2,000,000 6/19/07 2:00pm 
54 540 VA $400,000 6/13/07 10:00am
55 540 VA $700,000 6/11/07 3:00pm 
56 434 VA $1,800,000 6/27/07 11:00am
57 434 VA $2,900,000 6/12/07 10:00am
58 608 WI $175,000 6/20/07 9:00am 
59 715 WI $990,000 6/19/07 10:30am
60 715 WI $1,200,000 6/20/07 11:00am
61 608 WI $1,500,000 6/13/07 10:00am
62 715 WI $1,500,000 6/27/07 10:30am
63 715 WI * 6/19/07 10:00am

* More information will be provided when you speak with a 401kExchange representative.
Prospect Pipeline LEADS
Over $6 Million in 401(k) Business Opportunities!

 

Lead # Area Code State Assets
64 706 GA $750,001
65 847 IL $900,000
66 518 NY $3,000,000
67 718 NY $800,000
68 513 OH $325,000
69 703 VA $1,200,000

Leads contain immediate opportunities with Plan Sponsor prospects that are either dissatisfied or actively looking for a plan price/value audit!  For lead details, contact 877-777-401k ext. 3573 or  mchristopher@401kExchange.com.

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