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JULY 30, 2008		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein 2008 Mid-Year Ratings of Mid-Market Providers     THERE WAS A precipitous drop in satisfaction among mid market ($10-$100 million) plan sponsors in the 401kExchange 2008 Mid-Year Ratings and Market Share Report. Based on over 2,200 surveys satisfaction, as measured by the percentage of sponsors that rated their provider a 4 (very satisfied) or 5 (excellent service), overall... Read More       Ease Investor Anxiety with Target Date Funds and Asset Allocation     IN A DOWN market like we’re seeing now, 401(k) plan participants can start feeling a bit queasy while watching their retirement savings rise and fall like.... Read More   From Last Week's Exchange 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 ... Read More   Prospect Pipeline APPOINTMENTS Over $122 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 $1,000,000 8/14/08 9:30am 2 334 AL * 8/21/08 9:30am 3 334 AL $700,000 8/27/08 2:30pm 4 870 AR $400,000 8/5/08 2:00pm 5 650 CA $500,000 8/6/08 1:00pm 6 408 CA $1,200,000 8/7/08 3:00pm 7 619 CA $600,000 8/12/08 11:00am 8 650 CA $2,500,000 8/12/08 10:30am 9 559 CA $250,000 8/13/08 11:00am 10 213 CA $500,000 8/13/08 11:00am 11 707 CA $2,500,000 8/14/08 9:30am 12 707 CA $2,500,000 8/14/08 9:30am 13 650 CA $2,900,000 8/14/08 10:00am 14 619 CA $350,000 8/19/08 2:30pm 15 650 CA * 8/19/08 9:00am 16 650 CA $450,000 8/20/08 3:00pm 17 415 CA * 8/20/08 3:00pm 18 415 CA $700,000 8/21/08 9:00am 19 650 CA * 8/21/08 11:00am 20 303 CO * 8/21/08 1:30pm 21 850 FL $990,000 8/6/08 11:00am 22 305 FL $450,000 8/13/08 2:00pm 23 850 FL $2,100,000 8/20/08 9:30am 24 813 FL * 8/26/08 9:00am 25 706 GA $300,000 8/6/08 2:00pm 26 229 GA $60,000 8/19/08 9:00am 27 706 GA $550,000 8/19/08 10:00am 28 706 GA $200,000 8/20/08 10:00am 29 706 GA $700,000 8/20/08 2:00pm 30 706 GA $1,500,000 8/25/08 12:00pm 31 706 GA $550,000 8/26/08 9:00am 32 712 IA * 8/7/08 2:30pm 33 515 IA $2,500,000 8/21/08 2:30pm 34 217 IL $400,000 8/1/08 2:00pm 35 708 IL $400,000 8/5/08 4:30pm 36 847 IL $2,000,000 8/5/08 1:30pm 37 630 IL * 8/7/08 11:00am 38 847 IL $750,000 8/11/08 9:00am 39 630 IL $1,000,000 8/11/08 2:00pm 40 773 IL $2,500,000 8/12/08 10:30am 41 847 IL $2,000,000 8/13/08 11:00am 42 312 IL $1,500,000 8/14/08 1:00pm 43 847 IL $416,000 8/20/08 11:00am 44 773 IL $2,000,000 8/20/08 10:00am 45 312 IL $2,500,000 8/21/08 10:00am 46 217 IL $1,000,000 8/22/08 10:00am 47 217 IL $2,000,000 8/26/08 10:00am 48 217 IL $500,000 8/27/08 9:00am 49 847 IL $750,000 8/27/08 10:00am 50 708 IL $1,100,000 8/27/08 11:00am 51 773 IL $1,250,000 8/27/08 2:00pm 52 630 IL $2,600,000 8/27/08 9:00am 53 708 IL * 8/28/08 10:00am 54 812 IN * 8/5/08 10:00am 55 260 IN $400,000 8/7/08 10:00am 56 765 IN $900,000 8/13/08 2:00pm 57 260 IN $1,600,000 8/18/08 2:00pm 58 574 IN $400,000 8/21/08 10:00am 59 316 KS * 8/6/08 10:30am 60 785 KS * 8/7/08 9:00am 61 913 KS * 8/28/08 9:00am 62 859 KY $600,000 8/13/08 11:00am 63 410 MD $250,000 8/14/08 2:00pm 64 301 MD $500,000 8/20/08 10:30am 65 443 MD $2,600,000 8/21/08 2:00pm 66 301 MD $1,100,000 8/22/08 10:30am 67 301 MD * 8/22/08 3:00pm 68 301 MD $1,000,000 8/27/08 10:00am 69 410 MD * 8/28/08 3:00pm 70 207 ME $450,000 8/27/08 1:30pm 71 507 MN $2,000,000 8/5/08 9:00am 72 651 MN * 8/13/08 10:00am 73 651 MN $2,500,000 8/20/08 9:30am 74 573 MO $500,000 8/6/08 10:00am 75 662 MS * 8/20/08 2:00pm 76 406 MT $500,000 8/14/08 10:00am 77 704 NC $250,000 8/6/08 3:00pm 78 919 NC $600,000 8/19/08 12:00pm 79 704 NC $400,000 8/20/08 10:30am 80 919 NC $1,600,000 8/21/08 10:00am 81 919 NC $600,000 8/26/08 10:00am 82 402 NE * 8/6/08 11:00am 83 702 NV $1,000,000 8/28/08 10:00am 84 914 NY $2,500,000 8/19/08 10:00am 85 513 OH $900,000 8/5/08 9:30am 86 330 OH * 8/12/08 10:00am 87 513 OH $1,500,000 8/13/08 9:30am 88 740 OH * 8/18/08 10:00am 89 937 OH $550,000 8/19/08 11:30am 90 201 OH $2,000,000 8/20/08 9:00am 91 419 OH $2,000,000 8/20/08 10:00am 92 419 OH $2,400,000 8/20/08 2:00pm 93 419 OH $500,000 8/21/08 11:00am 94 419 OH $1,000,000 8/21/08 1:00pm 95 513 OH * 8/22/08 10:00am 96 513 OH $300,000 8/26/08 12:00pm 97 513 OH $500,000 8/26/08 9:30am 98 419 OH $800,000 8/26/08 10:00am 99 419 OH $1,000,000 8/26/08 10:00am 100 724 PA $440,000 8/6/08 10:00am 101 570 PA * 8/13/08 9:30am 102 814 PA $500,000 8/20/08 1:30pm 103 570 PA $1,200,000 8/20/08 9:00am 104 570 PA * 8/21/08 9:00am 105 803 SC $400,000 8/14/08 9:30am 106 803 SC * 8/15/08 10:30am 107 803 SC * 8/21/08 2:30pm 108 803 SC $450,000 8/27/08 11:00am 109 843 SC $1,100,000 8/27/08 4:00pm 110 605 SD $1,000,000 8/15/08 2:30pm 111 605 SD $1,500,000 8/20/08 9:30am 112 605 SD * 8/20/08 2:00pm 113 423 TN $675,000 8/12/08 9:00am 114 423 TN * 8/19/08 10:00am 115 423 TN $1,300,000 8/20/08 10:30am 116 423 TN * 8/20/08 10:00am 117 901 TN $380,000 8/26/08 9:00am 118 615 TN * 8/26/08 9:00am 119 830 TX $160,000 8/7/08 1:00pm 120 540 VA $1,400,000 8/8/08 10:00am 121 703 VA $900,000 8/11/08 2:00pm 122 703 VA $1,000,000 8/18/08 2:00pm 123 540 VA $1,700,000 8/19/08 10:00am 124 703 VA $1,100,000 8/20/08 11:00am 125 540 VA $1,900,000 8/20/08 10:00am 126 703 VA $950,000 8/21/08 11:00am 127 703 VA $1,400,000 8/25/08 11:00am 128 703 VA * 8/26/08 2:00pm 129 703 VA $2,900,000 8/28/08 2:00pm 130 253 W $399,999 8/8/08 3:00pm 131 509 WA $400,000 8/12/08 10:30am 132 360 WA $400,000 8/19/08 1:30pm 133 360 WA $400,000 8/21/08 10:00am 134 509 WA $2,100,000 8/26/08 9:00am 135 425 WA $2,100,000 8/26/08 9:00am 136 262 WI * 7/31/08 2:00pm 137 608 WI * 8/7/08 10:00am 138 715 WI $990,000 8/12/08 9:00am 139 920 WI $1,000,000 8/12/08 10:00am 140 920 WI $2,500,000 8/19/08 11:00am 141 920 WI * 8/19/08 2:00pm 142 920 WI * 8/19/08 10:00am 143 608 WI * 8/20/08 10:30am 144 414 WI $260,000 8/21/08 10:00am 145 715 WI $1,250,000 8/26/08 9:00am 146 414 WI $700,000 8/27/08 1:30pm 147 304 WV $800,000 8/13/08 10:00am 148 304 WV * 8/14/08 10:00am * More information will be provided when you speak with a 401kExchange representative.		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