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Industry Insight from Fred Barstein
2010 Mid Year Ratings Report -
Small Market Providers
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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 / AUL Profile |
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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!
Click Here to Learn More
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From
Last Week's Exchange
2010 Mid Year Ratings Report -
Mid Market Providers |
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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. |
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