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JUNE 17, 2009		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Creating a Full Service Benefit Shop     IN TIMES LIKE THESE, it only makes sense to leverage all the assets we have as much as possible and the most valuable asset is our relationships with clients.  Believing that it’s easier to sell a new product to an existing client than sell an existing product to a new client, healthcare advisors should consider selling retirement... Read More       Understanding In-Service Distributions   Many individuals believe they cannot take control of their retirement plan assets until retirement (usually age 65), or at least not until they leave employment. We know from experience that this simply is not the case. IRS distribution regulations, greatly liberalized over the past 30 years, permit “in-service distribution” opportunities... Read More       From Last Week's Exchange 2009 is the Year of the Advisor   WITH THE POPULARITY of Target Date funds and the Auto Plan as a result of the 2006 Pension Protection Act (PPA), some observers had opined that advisors would become less important in helping companies with their corporate retirement plans.  If participants were automatically enrolled and fund selection is controlled by the... Read More       Prospect Pipeline APPOINTMENTS Over $39 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 1 408 CA * 06/30/09 10:00am 2 805 CA $200,000 07/09/09 2:00pm  3 203 CT $500,000 07/03/09 10:00am 4 904 FL $2,100,000 06/25/09 1:30pm  5 850 FL $400,000 06/30/09 10:00am 6 850 FL $2,100,000 07/02/09 10:00am 7 904 FL * 07/08/09 9:30am  8 912 GA $200,000 06/24/09 11:00am 9 706 GA $500,000 06/29/09 10:00am 10 770 GA $500,000 07/09/09 10:00am 11 815 IL * 07/07/09 10:30am 12 815 IL $225,000 07/16/09 9:00am  13 765 IN * 06/18/09 10:00am 14 260 IN $450,000 06/24/09 9:30am  15 812 IN * 06/25/09 9:00am  16 765 IN $1,900,000 07/07/09 10:30am 17 260 IN $500,000 07/09/09 10:00am 18 260 IN $600,000 07/17/09 10:00am 19 765 IN $500,000 07/21/09 9:00am  20 502 KY $800,000 06/25/09 10:00am 21 502 KY $400,000 07/13/09 11:00am 22 301 MD $300,000 06/23/09 10:00am 23 207 ME $500,000 07/03/09 10:00am 24 207 ME * 07/15/09 9:00am  25 601 MS $2,500,000 07/10/09 10:00am 26 828 NC $900,000 06/23/09 2:00pm  27 828 NC $600,000 06/24/09 3:00pm  28 828 NC $600,000 06/24/09 9:00am  29 828 NC $2,100,000 06/30/09 10:00am 30 252 NC $225,000 07/08/09 9:00am  31 308 NE $1,500,000 07/15/09 2:30pm  32 716 NY $1,300,000 06/25/09 10:30am 33 716 NY $500,000 06/30/09 10:00am 34 716 NY $2,200,000 07/02/09 10:00am 35 918 OK $1,800,000 07/02/09 10:00am 36 570 PA $400,000 06/24/09 10:00am 37 570 PA $1,700,000 06/24/09 11:00am 38 570 PA $400,000 06/25/09 10:00am 39 843 SC $800,000 06/30/09 9:00am  40 803 SC $600,000 07/01/09 10:00am 41 803 SC $500,000 07/09/09 9:30am  42 206 WA $1,900,000 06/29/09 1:00pm  43 253 WA $300,000 06/30/09 9:00am  44 509 WA $1,000,000 07/09/09 10:30am 45 715 WI $650,000 06/24/09 10:00am 46 715 WI $2,000,000 06/24/09 10:00am 47 608 WI * 06/25/09 10:00am 48 715 WI * 07/01/09 10:00am 49 715 WI $200,000 07/08/09 10:00am 50 608 WI $337,000 07/14/09 9:00am  51 262 WI $2,000,000 07/15/09 9:00am    * More information will be provided when you speak with a 401kExchange representative.		Visit the Newsletter Archive Unsubscribe From Future Newsletters Visit the Sponsor Directory
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