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JUNE 10, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein May 2010 401kExchange Opportunity Index Demand for Good Advisors and Funds Soaring   THE MAY 2010 401kExchange Opportunity Indices¹ shows a robust demand for good advisors and funds, but the appetite of plan sponsors to change record keepers remains anemic.  Experienced advisors, especially the Elite 5000 DC Advisors (10 plans, +$30 million and 3 years experience), are growing their businesses at a robust... Read More          From Last Week's Exchange 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        Prospect Pipeline APPOINTMENTS Over $140 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 1 251 AL $400,000 6/16/10 9:30am  2 510 CA * 6/17/10 10:00am 3 909 CA $1,500,000 6/24/10 1:00pm  4 408 CA $400,000 6/25/10 10:00am 5 941 FL $500,000 6/24/10 10:00am 6 954 FL $900,000 6/25/10 11:00am 7 412 FL $700,000 6/29/10 2:00pm  8 706 GA $850,000 6/24/10 3:00pm  9 630 IL $2,900,000 6/16/10 9:00am  10 574 IN $800,000 6/17/10 10:00am 11 913 KS * 6/15/10 1:30pm  12 859 KY $600,000 6/23/10 10:00am 13 508 MA * 6/14/10 10:00am 14 781 MA $900,000 6/16/10 9:30am  15 617 MA $730,000 6/17/10 3:00pm  16 781 MA $1,300,000 6/23/10 9:00am  17 410 MD $250,000 6/16/10 2:00pm  18 301 MD $175,000 6/16/10 10:30am 19 301 MD * 6/22/10 2:00pm  20 301 MD * 6/28/10 10:00am 21 616 MI * 6/15/10 11:00am 22 248 MI $2,400,000 6/15/10 10:00am 23 248 MI $2,000,000 6/16/10 10:00am 24 248 MI $200,000 6/22/10 11:00am 25 507 MN $1,200,000 6/23/10 9:00am  26 314 MO $900,000 6/17/10 9:00am  27 314 MO $1,700,000 6/22/10 2:00pm  28 314 MO $2,000,000 6/23/10 2:00pm  29 704 NC $300,000 6/17/10 9:00am  30 336 NC * 6/18/10 1:30pm  31 704 NC $800,000 6/23/10 10:30am 32 973 NJ $600,000 6/16/10 11:30am 33 732 NJ $360,000 6/16/10 9:00am  34 732 NJ $2,000,000 6/17/10 3:00pm  35 702 NV $2,000,000 6/16/10 10:00am 36 585 NY * 6/15/10 2:00pm  37 607 NY $200,000 6/15/10 10:00am 38 718 NY * 6/15/10 2:00pm  39 315 NY $800,000 6/16/10 2:00pm  40 518 NY $1,200,000 6/17/10 9:30am  41 716 NY $4,100,000 6/21/10 3:00pm  42 518 NY * 6/25/10 9:00am  43 937 OH $825,000 6/16/10 12:00pm 44 330 OH $900,000 6/21/10 2:30pm  45 330 OH * 6/24/10 9:00am  46 330 OH $1,200,000 6/29/10 10:00am 47 503 OR $1,200,000 6/24/10 10:00am 48 717 PA $1,200,000 6/17/10 2:00pm  49 803 SC $900,000 6/16/10 3:00pm  50 605 SD * 6/14/10 1:30pm  51 817 TX $2,500,000 6/14/10 4:00pm  52 713 TX * 6/16/10 2:00pm  53 512 TX * 6/17/10 2:00pm  54 214 TX * 6/21/10 9:00am  55 817 TX $500,000 6/23/10 9:00am  56 214 TX * 6/24/10 1:00pm  57 281 TX $300,000 6/30/10 10:00am 58 435 UT $400,000 6/29/10 9:00am  59 703 VA $400,000 6/16/10 9:00am  60 608 WI * 6/15/10 2:30pm  61 715 WI $2,800,000 6/16/10 2:00pm  62 608 WI * 6/17/10 9:00am  63 715 WI * 6/29/10 10:00am 64 715 WI $1,600,000 6/30/10 1:30pm  * More information will be provided when you speak with a 401kExchange representative.		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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