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JUNE 11, 2008		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein DCP Crosses the Final Frontier: Verified Participant Satisfaction Ratings     AS MAJOR ELEMENTS of 401(k) services become commoditized, providers and advisors need to find ways to distinguish their services.  DCP, prepared by the Boston Research Group (BRG), determines how satisfied sponsors and advisors are with key areas of service including... Read More       Top Hancock Sales Executive Moves On THERE HAS BEEN a change in the senior ranks at the Boston-based bundled DC plan provider. Read More       From Last Week's Exchange 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.... Read More     Prospect Pipeline APPOINTMENTS Over $106 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 1 205 AL $1,200,000 6/17/08 10:00am 2 205 AL $2,000,000 6/18/08 2:00pm  3 205 AL * 6/19/08 9:00am  4 251 AL $800,000 6/18/08 10:00am 5 256 AL $2,000,000 6/25/08 1:30pm  6 334 AL $500,000 6/18/08 3:00pm  7 334 AL $900,000 6/26/08 2:00pm  8 479 AR * 6/25/08 2:00pm  9 209 CA $1,700,000 7/10/08 9:00am  10 310 CA $1,200,000 6/16/08 9:00am  11 310 CA $2,100,000 6/30/08 3:00pm  12 408 CA $400,000 6/12/08 10:30am 13 408 CA $400,000 6/18/08 3:00pm  14 408 CA $500,000 6/18/08 2:00pm  15 408 CA $750,000 6/16/08 11:00am 16 408 CA * 6/25/08 2:00pm  17 415 CA $500,000 7/16/08 9:00am  18 510 CA * 6/27/08 10:00am 19 707 CA $700,000 7/16/08 10:00am 20 707 CA $800,000 6/23/08 9:00am  21 707 CA $1,000,000 6/16/08 2:00pm  22 707 CA * 6/17/08 10:00am 23 909 CA $60,000 6/25/08 9:30am  24 916 CA $385,000 7/16/08 9:00am  25 916 CA $1,200,000 7/8/08 10:00am 26 916 CA $1,500,000 7/14/08 10:00am 27 916 CA $2,900,000 7/9/08 10:00am 28 305 FL $500,000 6/17/08 11:00am 29 305 FL $2,000,000 6/23/08 3:00pm  30 305 FL * 6/25/08 9:00am  31 386 FL $1,400,000 7/10/08 9:30am  32 850 FL $700,000 6/27/08 10:00am 33 863 FL * 6/18/08 9:00am  34 904 FL $500,000 6/24/08 2:00pm  35 229 GA $1,600,001 6/17/08 11:00am 36 404 GA * 6/18/08 9:00am  37 478 GA $450,000 7/8/08 2:00pm  38 706 GA $400,000 6/19/08 9:00am  39 706 GA $1,700,000 7/10/08 10:00am 40 912 GA $1,500,000 7/7/08 9:00am  41 912 GA $2,700,000 7/15/08 9:00am  42 208 ID * 7/8/08 9:00am  43 217 IL $400,000 6/30/08 10:00am 44 217 IL $800,000 6/17/08 2:00pm  45 309 IL $900,000 6/30/08 10:00am 46 618 IL $500,000 6/20/08 3:00pm  47 618 IL * 7/17/08 2:00pm  48 815 IL $500,000 7/16/08 9:30am  49 815 IL * 6/24/08 10:30am 50 847 IL * 7/3/08 1:00pm  51 847 IL * 7/9/08 10:00am 52 219 IN $600,000 6/19/08 10:00am 53 317 IN $950,000 6/24/08 3:00pm  54 316 KS $1,500,000 6/20/08 9:30am  55 620 KS * 6/25/08 9:00am  56 620 KS * 6/25/08 10:00am 57 502 KY $1,000,000 6/26/08 3:00pm  58 502 KY * 6/27/08 2:00pm  59 606 KY $300,000 7/17/08 9:30am  60 225 LA $300,000 6/25/08 10:00am 61 508 MA $300,000 7/7/08 10:00am 62 508 MA $350,000 6/26/08 10:00am 63 508 MA $700,000 7/15/08 9:00am  64 978 MA $350,000 7/10/08 2:00pm  65 301 MD $400,000 7/14/08 9:00am  66 231 MI $500,000 7/7/08 2:00pm  67 320 MN * 6/24/08 9:00am  68 651 MN * 7/1/08 9:00am  69 314 MO $200,000 6/30/08 9:00am  70 314 MO $200,000 7/15/08 1:00pm  71 314 MO $400,000 6/26/08 2:00pm  72 314 MO $1,000,000 6/23/08 9:00am  73 314 MO * 7/16/08 10:00am 74 252 NC $650,000 6/24/08 2:00pm  75 252 NC $700,000 6/25/08 9:30am  76 336 NC $400,000 6/18/08 11:00am 77 336 NC $700,000 7/8/08 9:00am  78 336 NC $1,000,000 6/19/08 10:00am 79 336 NC $1,200,000 6/12/08 2:00pm  80 704 NC * 7/16/08 10:00am 81 910 NC $800,000 6/24/08 10:00am 82 919 NC $350,000 7/2/08 3:00pm  83 919 NC $2,000,000 7/10/08 10:30am 84 701 ND * 6/17/08 2:00pm  85 702 NV $500,000 6/19/08 10:00am 86 212 NY $600,000 7/9/08 10:00am 87 607 NY $320,000 7/9/08 10:00am 88 330 OH $175,000 6/20/08 9:30am  89 419 OH $425,000 6/17/08 10:00am 90 419 OH $600,000 6/19/08 9:00am  91 419 OH $700,000 6/16/08 10:00am 92 419 OH $803,000 6/19/08 9:00am  93 419 OH $1,000,000 7/8/08 10:00am 94 419 OH $1,500,000 6/17/08 2:00pm  95 419 OH $2,500,000 6/13/08 9:30am  96 419 OH * 7/16/08 2:00pm  97 419 OH * 7/15/08 9:00am  98 740 OH $1,100,000 6/30/08 10:30am 99 580 OK $1,000,000 6/25/08 2:00pm  100 503 OR * 6/24/08 11:00am 101 541 OR $650,000 7/17/08 10:00am 102 412 PA * 6/24/08 12:00pm 103 570 PA $400,000 6/12/08 12:00pm 104 570 PA $2,000,000 7/22/08 10:00am 105 724 PA $2,500,000 6/19/08 10:00am 106 401 RI $500,000 6/24/08 2:00pm  107 803 SC $120,000 6/24/08 10:00am 108 803 SC * 7/8/08 9:30am  109 843 SC $400,000 6/26/08 10:30am 110 843 SC $580,000 6/24/08 9:30am  111 843 SC $600,000 6/30/08 10:00am 112 843 SC $650,000 6/30/08 11:00am 113 843 SC $2,100,000 7/8/08 10:00am 114 864 SC * 6/12/08 3:00pm  115 864 SC * 6/12/08 2:00pm  116 731 TN $420,000 6/18/08 1:00pm  117 731 TN $500,000 7/16/08 2:00pm  118 865 TN $1,400,000 6/18/08 9:00am  119 210 TX $900,000 6/24/08 10:00am 120 210 TX * 6/12/08 10:00am 121 409 TX $600,000 6/25/08 10:00am 122 469 TX $274,000 6/26/08 10:30am 123 713 TX $600,000 7/10/08 9:30am  124 713 TX $1,100,000 7/16/08 10:00am 125 713 TX * 6/24/08 10:00am 126 713 TX * 6/26/08 9:30am  127 806 TX $400,000 6/13/08 10:30am 128 806 TX $400,000 6/27/08 2:00pm  129 806 TX $450,000 7/10/08 1:00pm  130 972 TX * 6/23/08 10:30am 131 801 UT * 7/7/08 11:00am 132 540 VA $250,000 6/24/08 10:00am 133 703 VA $400,000 6/19/08 10:00am 134 703 VA $625,000 6/18/08 10:00am 135 703 VA * 7/21/08 10:00am 136 703 VA * 6/17/08 2:00pm  137 757 VA $500,000 7/15/08 2:30pm  138 757 VA $500,000 7/17/08 9:00am  139 757 VA * 6/24/08 9:00am  140 802 VT $1,500,000 7/7/08 11:00am 141 503 WA $1,300,000 6/24/08 2:30pm  142 206 WA $1,500,000 6/25/08 10:00am 143 425 WA $2,000,000 6/26/08 10:00am 144 509 WA * 6/18/08 2:00pm  145 509 WA * 6/25/08 10:30am 146 715 WI $999,000 6/17/08 3:00pm  147 715 WI $1,500,000 6/25/08 3:00pm  148 715 WI $2,000,000 6/19/08 9:00am  149 920 WI $2,500,000 7/24/08 1:30pm  150 920 WI $2,500,000 7/24/08 1:30pm  151 920 WI * 7/16/08 9:00am  152 304 WV $800,000 7/21/08 10:00am 153 304 WV $1,000,000 6/25/08 9:00am  154 304 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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