This email contains images. If you cannot view them, click here.

JUNE 23, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Stepping Up to Help the Participants     WITH 401(k) AND other Defined Contribution plans so prevalent, it seems like generations ago when most of the population depended on Defined Benefit (DB) pensions.  The shift over the last 15 years seemed less problematic because it began during one of the greatest bull markets in history.  During one of the worst investing decades ever... Read More             ING U.S. Retirement Services Profile     IN A RACE that’s grown increasingly competitive, national DC record keepers or anyone beyond smaller niche providers must find ways other than organic growth to reach “401kHeaven”.  Over the last few years, the fastest growing DC record keepers grew as a result of acquisitions, but none faster than ING, which purchased the former CitiStreet business.  Not only did the acquisition put ING in a strong position... Read More           Franklin Templeton Profile     FRANKLIN TEMPLETON IS one of the best known, most respected, and largest mutual fund companies in the world and they have yet to reach their full potential in the Defined Contribution (DC) market.  At one time they had aspirations to become a significant 401(k) record keeper, but abandoned that strategy the mid-2000s.  Since that time, Franklin Templeton has become a pure DCIO (defined contribution... Read More        From Last Week's Exchange The Retirement Advisor University; TRAU™ Announces Open Enrollment     AFTER NINE MONTHS of planning and development, we are proud to announce the commencement of open enrollment for TRAU™, The Retirement Advisor University at UCLA Anderson School of Management Executive Education.  The first on campus session will be conducted at the UCLA Anderson Executive Education campus in Los Angeles California from September 29th –October 1st and can seat 60... Read More        Prospect Pipeline APPOINTMENTS Over $125 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 Melissa Nixon, ext. 3308 or mnixon@401kexchange.com.   Lead # Area Code State Assets Appt. Date Appt Time 1 334 AL $500,000 6/30/10 10:00am 2 479 AR $1,420,000 6/29/10 10:00am 3 501 AR $2,500,000 7/7/10 10:30am 4 479 AR $1,700,000 7/15/10 9:00am  5 520 AZ $1,800,000 7/8/10 2:00pm  6 707 CA $1,000,000 6/29/10 9:00am  7 661 CA $250,000 6/30/10 10:00am 8 559 CA $500,000 7/6/10 10:00am 9 707 CA * 7/8/10 2:00pm  10 707 CA $400,000 7/20/10 9:00am  11 559 CA $450,000 7/22/10 10:00am 12 770 GA $1,300,000 6/25/10 10:00am 13 478 GA $400,000 6/29/10 10:00am 14 706 GA * 6/30/10 10:30am 15 912 GA $500,000 7/8/10 2:00pm  16 847 IL * 6/25/10 2:00pm  17 630 IL $250,000 6/29/10 10:00am 18 217 IL $600,000 6/29/10 2:00pm  19 815 IL $900,000 6/30/10 9:00am  20 812 IN $1,080,000 6/25/10 2:00pm  21 219 IN $2,500,000 6/25/10 9:00am  22 317 IN $400,000 6/29/10 10:00am 23 260 IN $1,000,000 6/29/10 10:00am 24 574 IN $2,500,000 6/30/10 10:00am 25 913 KS $650,000 7/19/10 9:00am  26 606 KY $1,000,000 7/6/10 2:00pm  27 502 KY $250,000 7/13/10 11:00am 28 318 LA $1,000,000 7/1/10 9:30am  29 318 LA $500,000 7/27/10 2:30pm  30 504 LA * 7/28/10 10:00am 31 207 ME * 7/15/10 9:00am  32 207 ME * 7/15/10 9:00am  33 313 MI $300,000 6/28/10 10:00am 34 616 MI * 6/30/10 10:00am 35 417 MO $600,000 6/30/10 9:30am  36 314 MO $1,500,000 7/8/10 10:00am 37 636 MO $2,400,000 7/15/10 9:30am  38 601 MS $700,000 6/30/10 11:00am 39 662 MS $1,200,000 7/27/10 10:00am 40 252 NC $1,200,000 6/25/10 2:00pm  41 252 NC $500,000 6/29/10 3:00pm  42 828 NC $700,000 6/29/10 10:00am 43 704 NC $200,000 6/30/10 3:00pm  44 252 NC $900,000 6/30/10 10:00am 45 252 NC $400,000 7/1/10 9:00am  46 252 NC $2,500,000 7/1/10 10:00am 47 704 NC $400,000 7/13/10 9:00am  48 828 NC $500,000 7/13/10 10:00am 49 828 NC $957,000 7/21/10 10:00am 50 704 NC $500,000 7/22/10 9:00am  51 607 NY $2,500,000 6/28/10 10:00am 52 585 NY * 6/28/10 10:00am 53 585 NY $2,800,000 7/1/10 10:00am 54 315 NY $1,000,000 7/2/10 11:00am 55 518 NY $1,200,000 7/20/10 9:00am  56 419 OH $2,000,000 6/28/10 9:00am  57 440 OH $1,000,000 6/30/10 2:00pm  58 937 OH * 6/30/10 9:00am  59 405 OK $2,000,000 6/30/10 2:00pm  60 360 OR $350,000 6/29/10 10:00am 61 724 PA $600,000 6/29/10 10:00am 62 717 PA $2,500,000 6/30/10 10:30am 63 717 PA $300,000 7/6/10 10:00am 64 724 PA $1,000,000 7/6/10 10:00am 65 814 PA $500,000 7/7/10 10:30am 66 843 SC $650,000 6/29/10 10:00am 67 803 SC $1,000,000 6/30/10 2:00pm  68 615 TN $1,100,000 6/28/10 1:00pm  69 901 TN $800,000 7/7/10 9:00am  70 713 TX $858,000 7/6/10 9:00am  71 806 TX $700,000 7/9/10 10:00am 72 713 TX $750,000 7/23/10 10:00am 73 435 UT $490,000 6/28/10 11:00am 74 801 UT $2,100,000 6/29/10 9:00am  75 435 UT $700,000 6/30/10 11:00am 76 435 UT $910,000 7/8/10 3:00pm  77 703 VA $500,000 6/29/10 10:00am 78 703 VA $400,000 7/13/10 11:00am 79 703 VA * 7/14/10 11:00am 80 206 WA $900,000 7/21/10 9:00am  81 262 WI $450,000 6/29/10 1:00pm  82 920 WI $500,000 6/29/10 10:00am 83 715 WI $2,560,000 6/29/10 10:00am 84 262 WI $350,000 7/6/10 10:00am 85 414 WI $1,500,000 7/9/10 10:00am 86 608 WI $700,000 7/21/10 1:00pm  87 307 WY $1,500,000 6/29/10 10:30am     * More information will be provided when you speak with a 401kExchange representative.		UPCOMING EVENTS    FEATURED PROVIDERS                                         Visit the Newsletter Archive   Unsubscribe From Future Newsletters   Visit the Sponsor Directory     Want to Receive Your Own Copy of the Weekly Newsletter?
Copyright ©1996-2010 401kExchange. All Rights Reserved. Neither this newsletter nor any part of it may be reproduced without the written permission of 401kExchange, Inc. Requests for permission should be directed to editor@401kExchange.com. No information in this issue should be used as recommendation to buy or sell securities or to provide investment advice.