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JULY 9, 2008		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein 401kExchange 2008 Opportunity Index Continues to Fall in June     ALL MARKETS EXCEPT for the large market ($100 million-$1 billion) are at or close to June’s historic lows in the 2008 401kExchange Opportunity Index¹. Interestingly, all markets were at their highest point in June 2005, but this June, all markets are down from 2007... Read More     Prospect Pipeline APPOINTMENTS Over $88 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 1 205 AL $375,000 7/17/08 10:00am 2 256 AL $600,000 7/16/08 9:00am 3 334 AL $1,500,000 7/16/08 1:30pm 4 256 AL $1,500,000 7/24/08 10:00am 5 256 AL $2,000,000 7/15/08 2:00pm 6 909 CA $300,000 7/17/08 10:00am 7 650 CA $300,000 7/23/08 10:00am 8 661 CA $400,000 7/16/08 3:00pm 9 415 CA $400,000 7/31/08 2:30pm 10 760 CA $567,000 7/30/08 1:00pm 11 760 CA $800,000 7/23/08 10:00am 12 707 CA $2,500,000 7/24/08 9:30am 13 352 FL $1 7/14/08 10:30am 14 407 FL $1,200,000 7/22/08 10:30am 15 305 FL $1,500,000 7/29/08 9:00am 16 850 FL $1,700,000 7/22/08 10:00am 17 407 FL $2,100,000 7/17/08 10:00am 18 305 FL $2,100,000 7/22/08 10:00am 19 305 FL * 7/15/08 10:30am 20 912 GA $1,500,000 7/14/08 10:00am 21 712 IA $500,000 7/24/08 2:00pm 22 712 IA * 7/22/08 3:00pm 23 309 IL $600,000 7/17/08 2:00pm 24 630 IL $990,000 7/22/08 3:00pm 25 708 IL $1,100,000 7/29/08 10:00am 26 630 IL $1,200,000 7/23/08 10:00am 27 618 IL $1,500,000 7/29/08 2:00pm 28 630 IL * 7/17/08 9:00am 29 847 IL * 7/30/08 1:30pm 30 574 IN $600,000 7/17/08 9:00am 31 219 IN $900,000 8/28/08 10:00am 32 765 IN $1,500,000 7/30/08 2:30pm 33 574 IN $1,800,000 7/15/08 10:00am 34 812 IN * 7/29/08 9:00am 35 913 KS * 7/25/08 10:30am 36 502 KY $400,000 7/15/08 10:00am 37 606 KY $400,000 7/22/08 9:00am 38 606 KY $1,800,000 7/23/08 4:00pm 39 859 KY * 7/22/08 10:00am 40 508 MA $300,000 8/7/08 4:30pm 41 508 MA $600,000 7/16/08 3:00pm 42 781 MA $600,000 7/21/08 10:30am 43 617 MA $800,000 8/7/08 12:30pm 44 508 MA $2,100,000 7/17/08 9:00am 45 617 MA * 7/23/08 11:00am 46 410 MD $860,000 7/29/08 10:00am 47 507 MN $2,000,000 8/5/08 9:00am 48 763 MN * 7/17/08 9:00am 49 507 MN * 7/23/08 9:00am 50 314 MO $250,000 7/23/08 2:00pm 51 314 MO $600,000 7/16/08 10:00am 52 314 MO $2,000,000 7/15/08 9:00am 53 636 MO $2,000,000 7/22/08 10:00am 54 573 MO * 7/31/08 10:00am 55 252 NC $250,000 7/25/08 10:30am 56 252 NC $650,000 7/22/08 2:00pm 57 336 NC * 7/25/08 9:00am 58 505 NM $500,000 7/22/08 10:00am 59 505 NM $1,000,000 7/30/08 2:30pm 60 505 NM * 7/24/08 9:00am 61 702 NV $500,000 7/17/08 9:00am 62 775 NV $1,000,000 7/24/08 3:00pm 63 212 NY $800,000 7/15/08 10:00am 64 212 NY $1,000,000 7/15/08 9:30am 65 518 NY $2,600,000 7/10/08 11:00am 66 419 OH $350,000 7/30/08 11:00am 67 419 OH $500,000 7/17/08 2:00pm 68 419 OH $500,000 8/6/08 2:00pm 69 330 OH $650,000 7/24/08 10:30am 70 740 OH $801,000 7/21/08 9:00am 71 419 OH $1,300,000 7/24/08 9:30am 72 419 OH $1,500,000 7/15/08 10:30am 73 330 OH * 7/10/08 9:00am 74 614 OH * 7/23/08 11:30am 75 937 OH * 8/6/08 10:00am 76 513 OH * 7/30/08 11:00am 77 419 OH * 7/15/08 9:00am 78 541 OR $1,200,000 7/15/08 10:00am 79 541 OR $1,400,000 7/15/08 9:00am 80 541 OR * 7/24/08 9:00am 81 724 PA $2,100,000 7/24/08 2:00pm 82 814 PA $2,300,000 7/29/08 10:00am 83 724 PA $2,500,000 7/31/08 9:30am 84 570 PA * 7/22/08 10:00am 85 864 SC $2,000,000 8/5/08 9:00am 86 843 SC * 7/16/08 10:00am 87 423 TN $1,500,000 7/29/08 2:30pm 88 423 TN * 7/16/08 10:00am 89 731 TN * 7/30/08 9:00am 90 865 TN * 7/30/08 10:00am 91 615 TN * 7/23/08 2:00pm 92 972 TX $400,000 7/16/08 10:30am 93 210 TX $550,000 7/11/08 10:00am 94 713 TX $550,000 7/14/08 3:00pm 95 903 TX * 7/16/08 9:30am 96 903 TX * 7/24/08 3:30pm 97 512 TX * 7/15/08 10:00am 98 801 UT $900,000 7/16/08 9:00am 99 801 UT $1,100,000 7/22/08 10:30am 100 801 UT * 8/5/08 2:00pm 101 703 VA $1,500,000 7/24/08 2:30pm 102 540 VA $2,300,000 7/22/08 11:00am 103 802 VT $1,500,000 8/7/08 11:00am 104 802 VT * 7/21/08 9:00am 105 425 WA $500,000 7/29/08 11:00am 106 360 WA $1,200,000 7/16/08 10:00am 107 920 WI $400,000 7/22/08 2:00pm 108 715 WI $400,000 7/29/08 2:30pm 109 414 WI $450,000 7/15/08 9:30am 110 920 WI $1,200,000 7/28/08 10:00am 111 920 WI $1,500,000 7/29/08 10:00am 112 920 WI * 7/24/08 2:30pm 113 262 WI * 7/31/08 2:00pm 114 304 WV $800,000 7/21/08 10:00am * More information will be provided when you speak with a 401kExchange representative.		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