Looking Ahead to the Real Goal in the 401(k) Market

FOR MOST INDIVIDUALS, the first and perhaps only access they have to a live investment advisor is through their 401(k) plan.  Though only 41% actually attend the meetings according the Boston Research Group’s DCP 2006 Participant Study, 84% are interested in having their employer provide access to a professional investment advisor.  The smart advisors and providers are beginning to realize that winning 401(k) plans is a step on the road to the real goal - form relationships with baby boomers to be in a position to manage their money.

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DEFINED CONTRIBUTION PLANS have eclipsed the traditional pension plan as the key retirement savings vehicle for American workers. As of the end of 2005, according to the Investment Company Institute, approximately 47 million participants have invested $1.78 trillion in their employer-sponsored retirement plans. 

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Hold On To The Assets You Worked So Hard To Get

OVER 700,000 QUALIFIED plan participants with balances of $100,000 or more will take distributions from their plans this year¹.  These distributions will total approximately $315 billion¹!  What percent of these distributions are coming out of the plans that you have in your book?

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From Last Week's Exchange

Boston Research Group Releases 2007 DCP Advisor Study

RECORD KEEPERS PROFILED in the 2007 DCP Advisor study include:

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Prospect Pipeline APPOINTMENTS
Over $41 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).