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JULY 23, 2008		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Active 401(k) Sponsors More Satisfied with Service in 2008 Mid Year Report     THE GOOD NEWS is that 401(k) providers are doing a better job with decreasing levels of dissatisfaction among even active plan sponsors. The bad news is that sponsors have less reason to switch record keepers. Based on almost 30,000 surveys conducted in the first half of 2008 by 401kExchange with plan sponsors with less... Read More     From Last Week's Exchange Changes to Wholesaling Retirement Plans Needed     WITH THE LACK of support from all but a handful of broker dealers, providers and especially their network of wholesalers have become the key support for both experienced and inexperienced advisors. But the method of wholesaling... Read More   Prospect Pipeline APPOINTMENTS Over $93 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 1 334 AL $732,000 8/15/08 10:00am 2 334 AL * 8/21/08 9:30am 3 870 AR $400,000 8/5/08 2:00pm 4 707 CA $2,500,000 7/24/08 9:30am 5 310 CA * 7/30/08 9:00am 6 415 CA $400,000 7/31/08 2:30pm 7 650 CA $500,000 8/6/08 1:00pm 8 408 CA $243,000 8/12/08 10:30am 9 650 CA $2,500,000 8/12/08 10:30am 10 650 CA * 8/21/08 11:00am 11 303 CO * 8/21/08 1:30pm 12 407 FL $400,000 7/30/08 10:00am 13 850 FL $990,000 8/6/08 11:00am 14 904 FL $348,500 8/20/08 11:00am 15 850 FL $2,100,000 8/20/08 9:30am 16 305 FL $400,000 8/29/08 2:00pm 17 706 GA $300,000 8/6/08 2:00pm 18 706 GA $550,000 8/19/08 10:00am 19 706 GA $200,000 8/20/08 10:00am 20 706 GA $700,000 8/20/08 2:00pm 21 706 GA $1,500,000 8/25/08 12:00pm 22 706 GA $550,000 8/26/08 9:00am 23 404 GA * 8/26/08 10:00am 24 808 HI $1,250,000 7/7/08 9:00am 25 712 IA * 8/7/08 2:30pm 26 309 IL * 7/8/08 9:00am 27 708 IL $1,100,000 7/29/08 10:00am 28 618 IL $1,500,000 7/29/08 2:00pm 29 773 IL $450,000 7/30/08 9:00am 30 217 IL $500,000 7/30/08 10:00am 31 773 IL * 7/30/08 9:30am 32 217 IL $400,000 8/1/08 2:00pm 33 847 IL $2,000,000 8/5/08 1:30pm 34 630 IL * 8/7/08 11:00am 35 847 IL $2,000,000 8/13/08 11:00am 36 312 IL $1,500,000 8/14/08 1:00pm 37 630 IL $1,075,000 8/18/08 10:00am 38 847 IL $416,000 8/20/08 11:00am 39 815 IL * 8/20/08 10:00am 40 312 IL $2,500,000 8/21/08 10:00am 41 217 IL $1,000,000 8/22/08 10:00am 42 847 IL $1,500,000 8/26/08 9:00am 43 708 IL * 8/28/08 10:00am 44 260 IN $500,000 7/9/08 3:00pm 45 574 IN $625,000 7/28/08 9:30am 46 574 IN $1,800,000 7/28/08 1:00pm 47 260 IN * 7/30/08 3:00pm 48 765 IN $2,500,000 8/4/08 1:30pm 49 812 IN * 8/5/08 10:00am 50 260 IN $400,000 8/7/08 10:00am 51 574 IN $1,500,000 8/8/08 9:30am 52 765 IN $900,000 8/13/08 2:00pm 53 574 IN $600,000 8/15/08 10:30am 54 260 IN $1,600,000 8/18/08 2:00pm 55 317 IN $1,100,000 8/26/08 10:00am 56 219 IN $900,000 8/28/08 10:00am 57 316 KS * 8/6/08 10:30am 58 785 KS * 8/7/08 9:00am 59 913 KS * 8/28/08 9:00am 60 606 KY $400,000 7/22/08 9:00am 61 502 KY * 8/6/08 2:00pm 62 859 KY $600,000 8/13/08 11:00am 63 502 KY * 8/13/08 9:00am 64 859 KY * 8/15/08 10:00am 65 270 KY * 8/25/08 10:00am 66 225 LA * 8/18/08 3:00pm 67 508 MA $2,100,000 7/17/08 9:00am 68 410 MD * 7/9/08 10:00am 69 410 MD $860,000 7/29/08 10:00am 70 301 MD $1,100,000 8/22/08 10:30am 71 207 ME $450,000 8/27/08 1:30pm 72 616 MI $1,200,000 8/12/08 3:00pm 73 517 MI * 8/27/08 10:00am 74 651 MN $2,500,000 7/8/08 9:30am 75 507 MN $2,000,000 8/5/08 9:00am 76 651 MN * 8/13/08 10:00am 77 636 MO $2,000,000 7/22/08 10:00am 78 314 MO $250,000 7/23/08 2:00pm 79 573 MO $500,000 8/6/08 10:00am 80 314 MO $500,000 8/20/08 2:00pm 81 406 MT $500,000 8/14/08 10:00am 82 704 NC $250,000 8/6/08 3:00pm 83 919 NC $600,000 8/19/08 12:00pm 84 402 NE * 8/6/08 11:00am 85 702 NV $1,500,000 8/20/08 9:00am 86 646 NY $500,000 8/5/08 10:30am 87 419 OH $475,000 7/9/08 10:00am 88 330 OH $650,000 7/24/08 10:30am 89 201 OH $2,000,000 8/20/08 9:00am 90 419 OH $1,000,000 8/21/08 1:00pm 91 541 OR $1,200,000 7/15/08 10:00am 92 541 OR $1,000,000 8/5/08 9:30am 93 724 PA $440,000 8/6/08 10:00am 94 570 PA * 8/13/08 9:30am 95 570 PA $1,200,000 8/20/08 9:00am 96 570 PA $500,000 8/21/08 9:00am 97 803 SC $400,000 8/14/08 9:30am 98 803 SC $450,000 8/27/08 11:00am 99 843 SC $1,100,000 8/27/08 4:00pm 100 605 SD $1,000,000 8/15/08 2:30pm 101 605 SD $1,500,000 8/20/08 9:30am 102 423 TN $1,500,000 7/29/08 2:30pm 103 865 TN * 7/30/08 10:00am 104 423 TN $675,000 8/12/08 9:00am 105 423 TN * 8/20/08 10:00am 106 806 TX $1,500,000 7/24/08 11:00am 107 817 TX * 8/6/08 2:00pm 108 281 TX $450,000 8/12/08 9:00am 109 210 TX $550,000 8/28/08 3:00pm 110 540 VA $1,400,000 8/8/08 10:00am 111 703 VA $2,900,000 8/28/08 2:00pm 112 253 W $399,999 8/8/08 3:00pm 113 425 WA $500,000 7/29/08 11:00am 114 206 WA $800,000 8/4/08 9:30am 115 509 WA $400,000 8/12/08 10:30am 116 360 WA $400,000 8/19/08 1:30pm 117 360 WA $400,000 8/21/08 10:00am 118 425 WA $2,100,000 8/26/08 9:00am 119 715 WI * 7/8/08 1:30pm 120 920 WI * 7/24/08 2:30pm 121 920 WI $1,200,000 7/28/08 10:00am 122 715 WI $400,000 7/29/08 2:30pm 123 262 WI * 7/31/08 2:00pm 124 608 WI * 8/7/08 10:00am 125 920 WI $1,000,000 8/12/08 10:00am 126 262 WI * 8/12/08 2:00pm 127 920 WI * 8/19/08 2:00pm 128 608 WI * 8/20/08 10:30am 129 414 WI $260,000 8/21/08 10:00am 130 262 WI * 8/26/08 2:00pm 131 414 WI $700,000 8/27/08 1:30pm 132 304 WV $800,000 8/13/08 10:00am 133 304 WV * 8/14/08 10:00am $93,989,499 * More information will be provided when you speak with a 401kExchange representative.		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