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JULY 21, 2010

NEWSLETTER SPONSORS

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Industry Insight from Fred Barstein

2010 Mid Year Ratings Report - Small Market Providers

 

 

MUTUAL OF AMERICA, a newcomer to the 401kExchange Ratings Top 10, gained top honors for investment services in the Small Market ($1-$10 million) followed by a host of other newcomers.  In fact, the only providers that repeated for investment services were NY Life, Alerus, and Transamerica, with Alerus, CPI, and Charles Schwab being the...

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OneAmerica

OneAmerica / AUL Profile

 
 

ONEAMERICA, BASED IN Indianapolis, IN, has a long and well respected history as a record keeper focused on bundled group annuity products in the small and micro Defined Contribution (DC) market.  Highly rated in various industry studies, OneAmerica has traditionally flown under the radar of the higher profile insurance...

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The Retirement Advisor University at UCLA Anderson Executive Education - Now Enrolling!

  

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From Last Week's Exchange
2010 Mid Year Ratings Report - Mid Market Providers

 
 

NY LIFE RETAINED the top spot in the Mid-Year 2010 401kExchange Ratings and Market Share Report for Investment and Record Keeping/Administrative services in the Mid Market ($10-$100 million).  Newcomers to the Top 10 for investment services include MassMutual, which rebounded dramatically, as well as Hartford who seems to...

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Prospect Pipeline APPOINTMENTS
Over $150 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

1 205 AL $500,000 8/24/10 1:30pm 
2 479 AR $1,100,000 8/4/10 2:00pm 
3 719 CO $300,000 8/4/10 2:00pm 
4 706 GA $750,000 7/29/10 4:00pm 
5 912 GA $1,100,000 8/17/10 9:30am 
6 208 ID * 8/4/10 10:00am
7 630 IL $300,000 7/28/10 10:00am
8 312 IL $1,300,000 7/29/10 10:00am
9 217 IL $2,000,000 7/29/10 10:00am
10 217 IL $1,000,000 8/3/10 10:00am
11 309 IL $1,200,000 8/4/10 3:30pm 
12 309 IL $160,000 8/5/10 10:00am
13 773 IL $500,000 8/10/10 9:00am 
14 260 IN $950,000 7/28/10 10:00am
15 260 IN $1,000,000 7/28/10 3:00pm 
16 765 IN $1,200,000 7/28/10 10:00am
17 765 IN $1,400,000 7/28/10 3:00pm 
18 317 IN * 7/29/10 10:00am
19 765 IN * 7/29/10 9:00am 
20 317 IN $250,000 8/4/10 1:00pm 
21 260 IN $1,000,000 8/5/10 9:00am 
22 574 IN $1,600,000 8/12/10 10:00am
23 316 KS $800,000 8/6/10 10:00am
24 502 KY $370,000 7/28/10 2:00pm 
25 859 KY $350,000 8/18/10 11:00am
26 859 KY $498,000 8/25/10 9:00am 
27 225 LA * 7/26/10 9:00am 
28 318 LA $500,000 7/27/10 2:30pm 
29 318 LA $300,000 7/29/10 10:00am
30 318 LA * 7/29/10 11:00am
31 318 LA $270,000 8/4/10 11:00am
32 225 LA $500,000 8/4/10 2:00pm 
33 586 MI $250,000 7/29/10 10:00am
34 616 MI $700,000 8/3/10 2:30pm 
35 616 MI $950,000 8/4/10 9:00am 
36 517 MI * 8/5/10 9:30am 
37 734 MI $600,000 8/10/10 2:00pm 
38 616 MI $35,000 8/11/10 11:00am
39 616 MI $2,000,000 8/20/10 9:30am 
40 952 MN $800,000 7/27/10 10:30am
41 320 MN $300,000 8/2/10 9:00am 
42 952 MN * 8/5/10 10:00am
43 320 MN $850,000 8/11/10 9:00am 
44 651 MN $500,000 8/18/10 10:00am
45 314 MO $2,200,000 7/29/10 9:30am 
46 636 MO $500,000 8/2/10 9:30am 
47 636 MO $320,000 8/12/10 10:00am
48 228 MS $1,000,000 8/24/10 2:00pm 
49 919 NC * 7/28/10 10:00am
50 704 NC $400,000 8/10/10 9:00am 
51 828 NC $750,000 8/11/10 10:00am
52 402 NE $2,100,000 7/27/10 10:00am
53 402 NE * 7/28/10 10:00am
54 402 NE $1,600,000 8/4/10 10:00am
55 505 NM $300,000 8/5/10 9:30am 
56 775 NV * 8/11/10 10:00am
57 718 NY * 7/30/10 4:00pm 
58 716 NY $1,000,000 8/5/10 11:00am
59 419 OH $1,600,000 7/28/10 10:00am
60 937 OH * 7/28/10 10:00am
61 216 OH $570,000 7/30/10 10:00am
62 937 OH $700,000 7/30/10 2:00pm 
63 614 OH $1,100,000 8/2/10 9:00am 
64 937 OH $2,000,000 8/3/10 10:00am
65 513 OH * 8/5/10 10:00am
66 918 OK $500,000 7/28/10 10:00am
67 918 OK * 8/16/10 10:00am
68 503 OR $300,000 7/29/10 9:30am 
69 570 PA $2,000,000 8/3/10 10:00am
70 724 PA $1,800,000 8/5/10 2:30pm 
71 803 SC $800,000 8/3/10 10:00am
72 615 TN $1,100,000 7/29/10 3:00pm 
73 423 TN $2,500,000 7/29/10 9:00am 
74 423 TN * 7/30/10 2:00pm 
75 423 TN * 8/2/10 9:00am 
76 865 TN * 8/9/10 9:00am 
77 615 TN $1,400,000 8/11/10 9:00am 
78 832 TX $800,000 7/27/10 11:00am
79 806 TX $700,000 8/3/10 10:00am
80 409 TX $500,000 8/4/10 10:00am
81 435 UT $910,000 8/12/10 3:00pm 
82 703 VA $300,000 8/5/10 3:00pm 
83 757 VA $400,000 8/11/10 9:00am 
84 802 VT $1,100,000 7/29/10 10:00am
85 206 WA * 7/27/10 10:00am
86 509 WA $300,000 7/29/10 2:00pm 
87 360 WA $350,000 9/9/10 11:00am
88 715 WI $1,500,000 7/27/10 3:00pm 
89 608 WI $600,000 7/29/10 9:30am 
90 715 WI $800,000 7/29/10 9:00am 
91 715 WI $800,000 8/4/10 9:30am 
92 715 WI $350,000 8/16/10 2:30pm 
93 608 WI $1,800,000 8/18/10 3:00pm 

 

* More information will be provided
when you speak with a 401kExchange representative.

 
 

 

  

FEATURED PROVIDER

 

OneAmerica 

  

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Prudential


 

MFS

 

Oppenheimer

 

PacificLife



Paradigm

 

Paradigm

 

 

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RSM McGladrey

  

Transamerica 

 

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