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JUNE 18, 2008		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Regulating Qualified Plan Advisors     AS BRADFORD CAMPBELL from the Department of Labor spoke at the recent SPARK Conference in Washington, DC, the issue of advice under the Pension Protection Act of 2006 was brought up once again. While the intent of Congress was to provide advice to... Read More       The Value of an Investment Policy Statement     PLAN SPONSORS ARE typically concerned with two investment activities: fund selection and fund evaluation or monitoring. Although it may seem pretty straightforward, the process used to execute these tasks can be quite daunting. Read More     Bob Reynolds Lands a New Gig THE EX-FIDO EXEC is joining another Boston firm. Read More       From Last Week's Exchange 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... Read More     Prospect Pipeline APPOINTMENTS Over $80 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 1 907 AK $1,500,000 6/25/08 10:30am 2 909 CA $60,000 6/25/08 9:30am 3 650 CA $300,000 7/23/08 10:00am 4 415 CA $500,000 7/16/08 9:00am 5 707 CA $700,000 7/16/08 10:00am 6 707 CA $800,000 6/23/08 9:00am 7 760 CA $800,000 7/23/08 10:00am 8 707 CA $1,300,000 7/16/08 2:00pm 9 916 CA $2,900,000 7/9/08 10:00am 10 707 CA * 7/9/08 10:30am 11 904 FL $500,000 6/24/08 2:00pm 12 850 FL $700,000 6/27/08 10:00am 13 305 FL $1,500,000 7/29/08 9:00am 14 850 FL $1,700,000 7/22/08 10:00am 15 954 FL * 6/23/08 9:00am 16 305 FL * 7/15/08 10:30am 17 706 GA $400,000 6/19/08 9:00am 18 912 GA $800,000 7/14/08 10:30am 19 912 GA $1,500,000 7/7/08 9:00am 20 912 GA $1,500,000 7/14/08 10:00am 21 912 GA $2,700,000 7/15/08 9:00am 22 515 IA $2,100,000 7/8/08 2:00pm 23 217 IL $380,000 6/26/08 9:30am 24 217 IL $400,000 6/30/08 10:00am 25 815 IL $500,000 7/16/08 9:30am 26 309 IL $900,000 6/30/08 10:00am 27 618 IL $2,500,000 7/11/08 1:00pm 28 618 IL * 7/17/08 2:00pm 29 847 IL * 7/3/08 1:00pm 30 847 IL * 7/9/08 10:00am 31 812 IN $100,000 6/23/08 10:30am 32 219 IN $600,000 6/19/08 10:00am 33 574 IN $600,000 7/17/08 9:00am 34 317 IN $700,000 7/22/08 9:30am 35 574 IN $1,300,000 7/15/08 10:00am 36 574 IN $1,800,000 7/15/08 10:00am 37 812 IN * 7/29/08 9:00am 38 317 IN * 7/16/08 10:00am 39 620 KS $600,000 7/9/08 10:00am 40 620 KS $910,000 7/8/08 11:00am 41 316 KS $1,500,000 6/20/08 9:30am 42 620 KS * 6/25/08 10:00am 43 606 KY $100,000 7/1/08 9:00am 44 606 KY $300,000 7/17/08 9:30am 45 502 KY $1,000,000 6/26/08 3:00pm 46 606 KY $1,800,000 7/23/08 4:00pm 47 502 KY * 6/26/08 10:00am 48 859 KY * 7/22/08 10:00am 49 502 KY * 6/27/08 2:00pm 50 225 LA $300,000 6/25/08 10:00am 51 318 LA $350,000 7/29/08 2:00pm 52 508 MA $300,000 6/27/08 4:00pm 53 508 MA $650,000 7/1/08 9:30am 54 508 MA $700,000 7/15/08 9:00am 55 508 MA $1,000,000 7/16/08 9:00am 56 231 MI $500,000 7/7/08 2:00pm 57 651 MN * 7/1/08 9:00am 58 314 MO $200,000 6/30/08 9:00am 59 314 MO $200,000 7/15/08 1:00pm 60 314 MO * 7/16/08 10:00am 61 816 MO * 7/11/08 10:00am 62 228 MS $600,000 6/25/08 10:00am 63 252 NC $250,000 7/25/08 10:30am 64 919 NC $350,000 7/2/08 3:00pm 65 252 NC $650,000 6/24/08 2:00pm 66 252 NC $700,000 6/25/08 9:30am 67 336 NC $700,000 7/8/08 9:00am 68 336 NC $1,200,000 7/17/08 2:00pm 69 919 NC $1,500,000 6/25/08 2:00pm 70 919 NC $2,000,000 7/10/08 10:30am 71 505 NM * 6/30/08 2:00pm 72 702 NV $500,000 6/19/08 10:00am 73 702 NV $500,000 7/17/08 9:00am 74 212 NY $700,000 6/25/08 2:00pm 75 212 NY $1,000,000 7/15/08 9:30am 76 440 OH $500,000 7/7/08 2:00pm 77 419 OH $600,000 6/19/08 9:00am 78 419 OH $1,000,000 7/8/08 10:00am 79 740 OH $1,100,000 6/30/08 10:30am 80 419 OH $1,300,000 7/24/08 9:30am 81 419 OH * 7/16/08 2:00pm 82 541 OR * 7/2/08 10:30am 83 503 OR * 6/24/08 11:00am 84 570 PA $2,000,000 7/22/08 10:00am 85 570 PA * 7/9/08 10:00am 86 412 PA * 6/24/08 12:00pm 87 401 RI $500,000 6/24/08 2:00pm 88 803 SC $120,000 6/24/08 10:00am 89 843 SC $580,000 6/24/08 9:30am 90 843 SC $650,000 6/30/08 11:00am 91 803 SC * 7/8/08 9:30am 92 731 TN $500,000 7/16/08 2:00pm 93 865 TN * 7/7/08 11:00am 94 469 TX $274,000 6/26/08 10:30am 95 210 TX $550,000 7/11/08 10:00am 96 409 TX $600,000 6/25/08 10:00am 97 210 TX $1,000,000 6/20/08 9:00am 98 214 TX $1,300,000 7/25/08 1:00pm 99 972 TX * 7/23/08 1:30pm 100 972 TX * 6/23/08 10:30am 101 713 TX * 6/26/08 9:30am 102 801 UT $2,500,000 7/1/08 10:30am 103 540 VA $250,000 6/24/08 10:00am 104 757 VA $500,000 7/15/08 2:30pm 105 757 VA $550,000 7/2/08 11:00am 106 757 VA * 6/24/08 9:00am 107 802 VT $1,500,000 7/7/08 11:00am 108 206 WA $1,500,000 6/25/08 10:00am 109 425 WA $2,000,000 6/26/08 10:00am 110 509 WA * 6/25/08 10:30am 111 414 WI $450,000 7/15/08 9:30am 112 262 WI $500,000 7/10/08 1:00pm 113 920 WI $1,500,000 7/29/08 10:00am 114 715 WI $2,000,000 6/19/08 9:00am 115 414 WI * 6/26/08 9:00am 116 304 WV $800,000 7/21/08 10:00am 117 304 WV $1,000,000 6/25/08 9:00am * More information will be provided when you speak with a 401kExchange representative.		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