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AUGUST 6, 2008		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein July 401kExchange Opportunity Index Continues Slide from Peak in 2005     LOOKING LIKE A Manhattan skyline, the 2008 401kExchange Opportunity Index¹ for July 2008 is dominated by the Empire State Building that was 2005 for the Mid- and Large-Markets ($10-$100 million and $100 million-$1 Billion) and the former Twin Towers of 2004 and 2005 for the smaller markets with other years... Read More     From Last Week's Exchange 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... Read More   Prospect Pipeline APPOINTMENTS Over $116 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 1 907 AK * 8/20/08 10:00am 2 907 AK $1,100,000 9/10/08 1:00pm 3 334 AL $1,000,000 8/14/08 9:30am 4 334 AL * 8/21/08 9:30am 5 334 AL $425,000 8/27/08 3:00pm 6 650 CA $2,500,000 8/12/08 10:30am 7 559 CA $250,000 8/13/08 11:00am 8 707 CA $2,500,000 8/14/08 9:30am 9 650 CA $450,000 8/20/08 3:00pm 10 415 CA $400,000 8/21/08 2:30pm 11 415 CA $700,000 8/21/08 9:00am 12 650 CA * 8/21/08 11:00am 13 305 FL $450,000 8/13/08 2:00pm 14 863 FL $1,000,000 8/26/08 9:00am 15 813 FL * 8/26/08 9:00am 16 904 FL * 9/11/08 1:00pm 17 912 GA $800,000 8/18/08 9:00am 18 229 GA $60,000 8/19/08 9:00am 19 706 GA $200,000 8/20/08 10:00am 20 706 GA $1,500,000 8/25/08 12:00pm 21 563 IA $1,100,000 8/20/08 9:00am 22 515 IA $2,500,000 8/21/08 2:30pm 23 847 IL $750,000 8/11/08 9:00am 24 630 IL $1,000,000 8/11/08 2:00pm 25 217 IL $1,700,000 8/12/08 9:30am 26 773 IL $2,500,000 8/12/08 10:30am 27 847 IL $2,000,000 8/13/08 11:00am 28 312 IL $1,500,000 8/14/08 1:00pm 29 630 IL $1,200,000 8/19/08 4:00pm 30 847 IL $416,000 8/20/08 11:00am 31 217 IL $600,000 8/20/08 2:30pm 32 773 IL $2,000,000 8/20/08 10:00am 33 312 IL $2,500,000 8/21/08 10:00am 34 217 IL $1,000,000 8/22/08 10:00am 35 630 IL $500,000 8/26/08 11:00am 36 217 IL $500,000 8/27/08 9:00am 37 847 IL $750,000 8/27/08 10:00am 38 708 IL $1,100,000 8/27/08 11:00am 39 773 IL $1,250,000 8/27/08 2:00pm 40 630 IL $2,600,000 8/27/08 9:00am 41 708 IL * 8/28/08 10:00am 42 630 IL * 9/2/08 9:00am 43 309 IL * 9/3/08 1:00pm 44 630 IL $600,000 9/10/08 2:30pm 45 260 IN $400,000 8/7/08 10:00am 46 765 IN $900,000 8/13/08 2:00pm 47 260 IN $1,600,000 8/18/08 2:00pm 48 812 IN $1,500,000 9/9/08 9:30am 49 317 IN $1,600,000 9/9/08 9:30am 50 219 IN $2,500,000 9/9/08 10:00am 51 785 KS * 8/7/08 9:00am 52 913 KS * 8/19/08 9:00am 53 859 KY $600,000 8/13/08 11:00am 54 502 KY $1,300,000 9/3/08 2:00pm 55 606 KY $700,000 9/9/08 2:00pm 56 318 LA $250,000 8/19/08 9:00am 57 781 MA $280,000 8/11/08 11:30am 58 617 MA $300,000 8/19/08 12:00pm 59 781 MA $250,000 9/10/08 10:30am 60 410 MD $250,000 8/14/08 2:00pm 61 301 MD $1,500,000 8/18/08 10:00am 62 301 MD $2,000,000 8/28/08 3:00pm 63 410 MD * 9/3/08 1:00pm 64 301 MD $1,280,000 9/8/08 10:00am 65 207 ME $450,000 8/27/08 1:30pm 66 651 MN * 8/13/08 10:00am 67 952 MN * 8/18/08 3:00pm 68 651 MN $2,500,000 8/20/08 9:30am 69 816 MO $200,000 8/21/08 1:30pm 70 406 MT $500,000 8/14/08 10:00am 71 919 NC $400,000 8/13/08 2:30pm 72 919 NC $225,000 8/14/08 10:00am 73 919 NC $600,000 8/19/08 12:00pm 74 919 NC $2,300,000 8/19/08 10:00am 75 425 NC * 8/19/08 10:00am 76 704 NC $400,000 8/20/08 10:30am 77 919 NC $1,000,000 8/20/08 9:00am 78 919 NC $395,000 8/21/08 2:00pm 79 919 NC $1,600,000 8/21/08 10:00am 80 919 NC $600,000 8/26/08 10:00am 81 919 NC $1,100,000 8/28/08 2:00pm 82 252 NC $500,000 9/9/08 2:00pm 83 828 NC $750,000 9/11/08 10:30am 84 701 ND * 9/10/08 2:00pm 85 505 NM $1,000,000 8/28/08 2:30pm 86 914 NY $2,500,000 8/19/08 10:00am 87 330 OH * 8/12/08 10:00am 88 513 OH $1,500,000 8/13/08 9:30am 89 216 OH * 8/15/08 9:30am 90 419 OH $2,000,000 8/20/08 10:00am 91 419 OH $500,000 8/21/08 11:00am 92 419 OH $1,000,000 8/21/08 1:00pm 93 513 OH $300,000 8/26/08 12:00pm 94 513 OH $500,000 8/26/08 9:30am 95 937 OH $400,000 8/28/08 2:00pm 96 330 OH $200,000 9/2/08 9:00am 97 503 OR $200,000 8/28/08 9:00am 98 503 OR * 9/10/08 9:00am 99 570 PA * 8/13/08 9:30am 100 570 PA $1,000,000 8/14/08 3:00pm 101 570 PA $1,200,000 8/20/08 9:00am 102 803 SC $400,000 8/14/08 9:30am 103 803 SC * 8/15/08 10:30am 104 803 SC * 8/21/08 2:30pm 105 864 SC $700,000 8/26/08 3:00pm 106 803 SC $450,000 8/27/08 11:00am 107 864 SC $600,000 8/27/08 9:30am 108 843 SC $1,100,000 8/27/08 4:00pm 109 864 SC $1,500,000 8/28/08 9:30am 110 803 SC $900,000 9/3/08 10:00am 111 605 SD $1,000,000 8/15/08 2:30pm 112 605 SD $1,500,000 8/20/08 9:30am 113 605 SD * 8/20/08 2:00pm 114 423 TN $675,000 8/12/08 9:00am 115 423 TN * 8/19/08 10:00am 116 423 TN $1,300,000 8/20/08 10:30am 117 423 TN * 8/20/08 10:00am 118 901 TN $380,000 8/26/08 9:00am 119 615 TN * 8/26/08 9:00am 120 830 TX $160,000 8/7/08 1:00pm 121 432 TX $300,000 8/12/08 10:00am 122 214 TX * 8/22/08 9:00am 123 210 TX $550,000 8/28/08 3:00pm 124 801 UT * 9/4/08 10:00am 125 540 VA * 8/11/08 10:00am 126 540 VA $1,700,000 8/19/08 10:00am 127 540 VA $1,900,000 8/20/08 10:00am 128 703 VA $950,000 8/21/08 11:00am 129 360 WA $400,000 8/19/08 1:30pm 130 360 WA $400,000 8/21/08 10:00am 131 509 WA $2,100,000 8/26/08 9:00am 132 425 WA $2,100,000 8/26/08 9:00am 133 206 WA $1,400,000 9/4/08 9:00am 134 206 WA $1,000,000 9/9/08 10:00am 135 206 WA $1,000,000 9/10/08 2:00pm 136 920 WI $1,000,000 8/12/08 10:00am 137 920 WI $2,500,000 8/19/08 11:00am 138 920 WI * 8/19/08 2:00pm 139 920 WI * 8/19/08 10:00am 140 414 WI $260,000 8/21/08 10:00am 141 715 WI $1,250,000 8/26/08 9:00am 142 715 WI * 8/26/08 9:00am 143 414 WI $1,000,000 9/3/08 9:30am 144 715 WI $990,000 9/11/08 9:00am 145 304 WV $800,000 8/13/08 10:00am 146 304 WV * 8/14/08 10:00am * More information will be provided when you speak with a 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