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Industry Insight from
Fred Barstein
Boston Research Group Releases 2007 DCP Advisor Study
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RECORD KEEPERS PROFILED
in the 2007 DCP Advisor study include:
Read More
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Investing in Inflation-Protected Securities
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INFLATION HAS BEEN
a risk that investors, particularly long-term investors
such as those saving for retirement, have always faced.
Over time, inflation can reduce significantly the buying
power of a participant’s portfolio. For example, a 3%
annual inflation rate over twenty years erodes the
purchasing power of a dollar by almost half.
Inflation-protected securities have become an
increasingly desirable portfolio component, especially
amongst retirees or those nearing retirement, since they
generally seek a stable, real rate of return over the
investment horizon to protect their fixed source of
income. You and your client may want to consider adding
an inflation-protected securities fund as an investment
option to help participants manage inflation risk.
Read More |
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From Last
Week's Exchange
May 401kExchange Opportunity Index Continues
Slowdown
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HE 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%.
Read More
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Prospect Pipeline APPOINTMENTS
Over $42 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. Date |
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1 |
205 |
AL |
$300,000 |
6/20/07 |
2:00pm |
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2 |
559 |
CA |
$100,000 |
6/20/07 |
3:00pm |
|
3 |
727 |
FL |
$250,000 |
6/19/07 |
10:00am |
|
4 |
618 |
IL |
$3,100,000 |
6/26/07 |
2:00pm |
|
5 |
260 |
IN |
$300,000 |
6/19/07 |
2:00pm |
|
6 |
606 |
KY |
* |
6/21/07 |
10:00am |
|
7 |
985 |
LA |
$530,000 |
7/25/07 |
2:00pm |
|
8 |
985 |
LA |
$2,000,000 |
6/27/07 |
9:30am |
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9 |
616 |
MI |
$344,000 |
6/18/07 |
2:00pm |
|
10 |
269 |
MI |
$800,000 |
6/22/07 |
2:00pm |
|
11 |
269 |
MI |
$1,000,000 |
6/25/07 |
9:00am |
|
12 |
651 |
MN |
$50,000 |
6/19/07 |
10:00am |
|
13 |
507 |
MN |
$500,000 |
7/10/07 |
1:30pm |
|
14 |
910 |
NC |
$400,000 |
6/27/07 |
10:00am |
|
15 |
828 |
NC |
$500,000 |
6/22/07 |
2:00pm |
|
16 |
252 |
NC |
$580,000 |
6/19/07 |
2:30pm |
|
17 |
910 |
NC |
$750,000 |
6/29/07 |
10:00am |
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18 |
308 |
NE |
$500,000 |
7/9/07 |
2:00pm |
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19 |
505 |
NM |
$800,000 |
6/20/07 |
9:30am |
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20 |
646 |
NY |
$500,000 |
6/18/07 |
2:00pm |
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21 |
315 |
NY |
$1,200,000 |
6/27/07 |
1:30pm |
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22 |
518 |
NY |
$1,500,000 |
6/27/07 |
9:00am |
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23 |
315 |
NY |
$1,700,000 |
6/21/07 |
2:00pm |
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24 |
716 |
NY |
$2,900,000 |
6/18/07 |
2:00pm |
|
25 |
419 |
OH |
$900,000 |
6/20/07 |
10:30am |
|
26 |
440 |
OH |
* |
6/29/07 |
1:30pm |
|
27 |
570 |
PA |
$3,000,000 |
7/6/07 |
10:00am |
|
28 |
803 |
SC |
$425,000 |
6/29/07 |
10:00am |
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29 |
803 |
SC |
$425,000 |
7/9/07 |
9:00am |
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30 |
864 |
SC |
$550,000 |
6/21/07 |
9:30am |
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31 |
423 |
TN |
$750,000 |
6/19/07 |
9:30am |
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32 |
423 |
TN |
$900,000 |
7/11/07 |
3:30pm |
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33 |
423 |
TN |
$1,200,000 |
6/22/07 |
10:00am |
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34 |
423 |
TN |
$1,200,000 |
6/26/07 |
10:00am |
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35 |
423 |
TN |
$1,400,000 |
7/10/07 |
2:00pm |
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36 |
423 |
TN |
$2,500,000 |
6/20/07 |
9:30am |
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37 |
423 |
TN |
* |
6/29/07 |
2:30pm |
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38 |
512 |
TX |
$676,000 |
6/27/07 |
10:30am |
|
39 |
409 |
TX |
$1,000,000 |
6/27/07 |
2:00pm |
|
40 |
713 |
TX |
$2,000,000 |
6/19/07 |
2:00pm |
|
41 |
409 |
TX |
* |
6/26/07 |
9:30am |
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42 |
434 |
VA |
$1,800,000 |
6/27/07 |
11:00am |
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43 |
540 |
VA |
* |
7/9/07 |
10:00am |
|
44 |
434 |
VA |
* |
6/26/07 |
2:00pm |
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45 |
509 |
WA |
$1,700,000 |
7/9/07 |
1:30pm |
|
46 |
262 |
WI |
$70,000 |
6/25/07 |
2:00pm |
|
47 |
608 |
WI |
$175,000 |
6/20/07 |
9:00am |
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48 |
715 |
WI |
$850,000 |
6/21/07 |
9:00am |
* More information will be provided
when you speak with a 401kExchange representative.
Prospect Pipeline LEADS
Over $26 Million in 401(k) Business
Opportunities!
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.
|
Lead # |
Area Code |
State |
Assets |
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49 |
714 |
CA |
$2,000,000 |
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50 |
303 |
CO |
$2,600,000 |
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51 |
202 |
DC |
$300,000 |
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52 |
410 |
MD |
$820,000 |
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53 |
651 |
MN |
$800,000 |
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54 |
651 |
MN |
$3,000,000 |
|
55 |
336 |
NC |
$1,500,000 |
|
56 |
704 |
NC |
$500,000 |
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57 |
704 |
NC |
$9,000,000 |
|
58 |
505 |
NM |
$500,000 |
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59 |
718 |
NY |
$2,700,000 |
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60 |
216 |
OH |
$2,900,000 |
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