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From Last Week's
Exchange
2008 Mid-Year Ratings of Mid-Market Providers
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AS WITH THE Mid Market ($10-$100 million),
satisfaction among Small Market ($1-$10 million) plan
sponsors dropped significantly. Satisfaction fell by 15%
for fund services and 13% for record keeping and
administrative services as compared to results at the
end of 2007 based on surveys completed by 401kExchange
with over 15,000 sponsors from January 1-June 30, 2008...
Read More |
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Prospect Pipeline APPOINTMENTS
Over $152 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 |
$600,000 |
9/17/08 |
2:30pm |
|
2 |
907 |
AK |
$1,100,000 |
9/10/08 |
1:00pm |
|
3 |
205 |
AL |
* |
9/10/08 |
9:00am |
|
4 |
256 |
AL |
$1,200,000 |
9/17/08 |
11:30am |
|
5 |
256 |
AL |
* |
8/28/08 |
9:30am |
|
6 |
334 |
AL |
* |
8/21/08 |
9:30am |
|
7 |
408 |
CA |
$330,000 |
9/10/08 |
10:00am |
|
8 |
408 |
CA |
$500,000 |
9/4/08 |
2:00pm |
|
9 |
408 |
CA |
$1,000,000 |
9/4/08 |
2:00pm |
|
10 |
415 |
CA |
$400,000 |
8/21/08 |
2:30pm |
|
11 |
909 |
CA |
$1,500,000 |
9/10/08 |
2:30pm |
|
12 |
202 |
DC |
$2,300,000 |
9/17/08 |
9:00am |
|
13 |
202 |
DC |
$2,500,000 |
9/17/08 |
10:00am |
|
14 |
321 |
FL |
$700,000 |
9/17/08 |
11:00am |
|
15 |
561 |
FL |
$1,300,000 |
9/18/08 |
1:00pm |
|
16 |
850 |
FL |
$1,500,000 |
9/16/08 |
2:00pm |
|
17 |
954 |
FL |
* |
8/28/08 |
9:30am |
|
18 |
954 |
FL |
* |
8/21/08 |
5:00pm |
|
19 |
229 |
GA |
* |
9/9/08 |
9:30am |
|
20 |
706 |
GA |
$2,000,000 |
9/10/08 |
1:00pm |
|
21 |
912 |
GA |
$200,000 |
9/10/08 |
11:00am |
|
22 |
912 |
GA |
$450,000 |
9/9/08 |
9:00am |
|
23 |
912 |
GA |
$500,000 |
9/9/08 |
10:00am |
|
24 |
912 |
GA |
$600,000 |
9/26/08 |
2:00pm |
|
25 |
912 |
GA |
$800,000 |
9/10/08 |
9:00am |
|
26 |
515 |
IA |
$2,500,000 |
8/21/08 |
2:30pm |
|
27 |
515 |
IA |
$2,800,000 |
9/12/08 |
10:00am |
|
28 |
208 |
ID |
$550,000 |
9/17/08 |
1:30pm |
|
29 |
217 |
IL |
$1,500,000 |
9/18/08 |
10:30am |
|
30 |
217 |
IL |
$2,300,000 |
9/22/08 |
2:00pm |
|
31 |
309 |
IL |
$500,000 |
9/24/08 |
10:00am |
|
32 |
309 |
IL |
$1,000,000 |
8/28/08 |
9:00am |
|
33 |
309 |
IL |
* |
9/3/08 |
1:00pm |
|
34 |
618 |
IL |
$1,100,000 |
9/11/08 |
10:00am |
|
35 |
630 |
IL |
$600,000 |
9/17/08 |
2:30pm |
|
36 |
630 |
IL |
$600,000 |
9/17/08 |
3:00pm |
|
37 |
630 |
IL |
$1,500,000 |
9/16/08 |
10:30am |
|
38 |
630 |
IL |
$2,600,000 |
8/27/08 |
9:00am |
|
39 |
708 |
IL |
$1,100,000 |
8/27/08 |
11:00am |
|
40 |
708 |
IL |
$1,500,000 |
9/17/08 |
9:00am |
|
41 |
708 |
IL |
* |
9/17/08 |
11:00am |
|
42 |
773 |
IL |
$1,100,000 |
9/18/08 |
10:00am |
|
43 |
815 |
IL |
$1,200,000 |
9/16/08 |
10:00am |
|
44 |
847 |
IL |
$300,000 |
9/17/08 |
2:00pm |
|
45 |
219 |
IN |
$2,500,000 |
9/9/08 |
10:00am |
|
46 |
260 |
IN |
* |
9/9/08 |
10:00am |
|
47 |
317 |
IN |
$300,000 |
8/27/08 |
10:00am |
|
48 |
317 |
IN |
$500,000 |
9/23/08 |
10:00am |
|
49 |
317 |
IN |
$1,200,000 |
9/12/08 |
9:30am |
|
50 |
317 |
IN |
$1,600,000 |
9/9/08 |
9:30am |
|
51 |
317 |
IN |
* |
8/21/08 |
9:00am |
|
52 |
574 |
IN |
$500,000 |
8/27/08 |
10:00am |
|
53 |
574 |
IN |
* |
9/3/08 |
2:00pm |
|
54 |
765 |
IN |
$300,000 |
9/30/08 |
2:00pm |
|
55 |
765 |
IN |
* |
9/22/08 |
1:00pm |
|
56 |
812 |
IN |
$1,500,000 |
9/9/08 |
9:30am |
|
57 |
812 |
IN |
* |
9/25/08 |
9:00am |
|
58 |
812 |
IN |
* |
8/26/08 |
2:00pm |
|
59 |
620 |
KS |
$500,000 |
8/27/08 |
10:00am |
|
60 |
620 |
KS |
$1,100,000 |
8/21/08 |
10:30am |
|
61 |
502 |
KY |
$300,000 |
9/18/08 |
3:00pm |
|
62 |
502 |
KY |
$600,000 |
9/11/08 |
10:00am |
|
63 |
502 |
KY |
* |
9/11/08 |
10:00am |
|
64 |
606 |
KY |
$700,000 |
9/9/08 |
2:00pm |
|
65 |
606 |
KY |
* |
9/24/08 |
2:00pm |
|
66 |
859 |
KY |
* |
8/27/08 |
9:00am |
|
67 |
504 |
LA |
* |
9/18/08 |
3:30pm |
|
68 |
617 |
MA |
* |
9/9/08 |
11:00am |
|
69 |
781 |
MA |
$250,000 |
9/10/08 |
10:30am |
|
70 |
781 |
MA |
$250,000 |
9/18/08 |
10:00am |
|
71 |
781 |
MA |
$370,000 |
9/23/08 |
2:00pm |
|
72 |
781 |
MA |
$500,000 |
9/16/08 |
10:00am |
|
73 |
301 |
MD |
$1,280,000 |
9/10/08 |
10:00am |
|
74 |
301 |
MD |
$2,000,000 |
8/28/08 |
3:00pm |
|
75 |
410 |
MD |
$400,000 |
9/17/08 |
12:30pm |
|
76 |
410 |
MD |
$2,000,000 |
9/17/08 |
10:00am |
|
77 |
410 |
MD |
$2,600,000 |
9/16/08 |
10:30am |
|
78 |
410 |
MD |
* |
9/3/08 |
1:00pm |
|
79 |
410 |
MD |
* |
9/23/08 |
3:00pm |
|
80 |
443 |
MD |
$2,600,000 |
8/21/08 |
2:00pm |
|
81 |
207 |
ME |
$500,000 |
8/21/08 |
3:00pm |
|
82 |
207 |
ME |
$700,000 |
9/5/08 |
9:00am |
|
83 |
207 |
ME |
$1,500,000 |
9/16/08 |
9:00am |
|
84 |
207 |
ME |
* |
9/18/08 |
2:00pm |
|
85 |
248 |
MI |
$200,000 |
9/22/08 |
10:00am |
|
86 |
313 |
MI |
* |
9/16/08 |
9:00am |
|
87 |
313 |
MI |
* |
9/19/08 |
9:00am |
|
88 |
517 |
MI |
* |
8/27/08 |
10:00am |
|
89 |
734 |
MI |
$100,000 |
9/18/08 |
1:00pm |
|
90 |
651 |
MN |
* |
9/10/08 |
10:30am |
|
91 |
763 |
MN |
$200,000 |
9/9/08 |
1:30pm |
|
92 |
314 |
MO |
* |
9/16/08 |
9:30am |
|
93 |
573 |
MO |
$700,000 |
9/18/08 |
10:00am |
|
94 |
636 |
MO |
$990,000 |
9/16/08 |
10:00am |
|
95 |
662 |
MS |
$200,000 |
9/19/08 |
1:30pm |
|
96 |
252 |
NC |
$500,000 |
9/9/08 |
2:00pm |
|
97 |
336 |
NC |
$400,000 |
8/26/08 |
2:00pm |
|
98 |
336 |
NC |
$400,000 |
9/17/08 |
11:00am |
|
99 |
704 |
NC |
$300,000 |
9/11/08 |
2:00pm |
|
100 |
704 |
NC |
$650,000 |
8/27/08 |
10:00am |
|
101 |
828 |
NC |
$500,000 |
9/25/08 |
11:00am |
|
102 |
828 |
NC |
$750,000 |
9/11/08 |
10:30am |
|
103 |
919 |
NC |
$1,100,000 |
8/28/08 |
2:00pm |
|
104 |
919 |
NC |
$1,600,000 |
8/21/08 |
10:00am |
|
105 |
919 |
NC |
$2,100,000 |
9/16/08 |
2:00pm |
|
106 |
701 |
ND |
* |
9/10/08 |
2:00pm |
|
107 |
973 |
NJ |
$250,000 |
9/17/08 |
2:00pm |
|
108 |
505 |
NM |
$500,000 |
8/27/08 |
2:00pm |
|
109 |
505 |
NM |
$1,000,000 |
8/28/08 |
2:30pm |
|
110 |
775 |
NV |
$900,000 |
9/12/08 |
10:00am |
|
111 |
775 |
NV |
$1,000,000 |
9/18/08 |
3:00pm |
|
112 |
212 |
NY |
$600,000 |
9/4/08 |
11:00am |
|
113 |
315 |
NY |
$350,000 |
9/5/08 |
1:00pm |
|
114 |
518 |
NY |
* |
8/21/08 |
10:00am |
|
115 |
845 |
NY |
$500,000 |
9/17/08 |
10:00am |
|
116 |
914 |
NY |
$450,000 |
9/17/08 |
3:00pm |
|
117 |
914 |
NY |
$1,100,000 |
8/27/08 |
11:00am |
|
118 |
330 |
OH |
$206,000 |
9/16/08 |
10:00am |
|
119 |
419 |
OH |
$400,000 |
9/17/08 |
10:00am |
|
120 |
740 |
OH |
$1,000,000 |
8/29/08 |
4:00pm |
|
121 |
740 |
OH |
* |
9/3/08 |
10:00am |
|
122 |
580 |
OK |
* |
9/10/08 |
10:00am |
|
123 |
503 |
OR |
$200,000 |
8/28/08 |
9:00am |
|
124 |
503 |
OR |
$400,000 |
9/12/08 |
1:00pm |
|
125 |
570 |
PA |
$600,000 |
9/10/08 |
10:30am |
|
126 |
570 |
PA |
$1,100,000 |
9/9/08 |
9:00am |
|
127 |
610 |
PA |
* |
9/9/08 |
2:30pm |
|
128 |
717 |
PA |
$600,000 |
9/3/08 |
9:00am |
|
129 |
717 |
PA |
$1,000,000 |
9/12/08 |
10:00am |
|
130 |
717 |
PA |
* |
9/15/08 |
10:00am |
|
131 |
724 |
PA |
$1,200,000 |
8/29/08 |
9:00am |
|
132 |
803 |
SC |
$450,000 |
8/27/08 |
11:00am |
|
133 |
803 |
SC |
$900,000 |
9/3/08 |
10:00am |
|
134 |
803 |
SC |
$2,000,000 |
9/17/08 |
2:00pm |
|
135 |
843 |
SC |
* |
9/16/08 |
10:00am |
|
136 |
843 |
SC |
* |
9/18/08 |
10:00am |
|
137 |
864 |
SC |
$600,000 |
8/27/08 |
9:30am |
|
138 |
864 |
SC |
$1,500,000 |
8/28/08 |
9:30am |
|
139 |
864 |
SC |
$1,700,000 |
9/10/08 |
9:00am |
|
140 |
864 |
SC |
$2,000,000 |
9/3/08 |
10:30am |
|
141 |
864 |
SC |
$2,000,000 |
9/9/08 |
9:00am |
|
142 |
864 |
SC |
$2,500,000 |
9/11/08 |
9:30am |
|
143 |
605 |
SD |
$1,100,000 |
9/5/08 |
1:30pm |
|
144 |
423 |
TN |
$675,000 |
9/16/08 |
1:00pm |
|
145 |
423 |
TN |
* |
9/23/08 |
3:00pm |
|
146 |
423 |
TN |
* |
9/10/08 |
9:30am |
|
147 |
615 |
TN |
* |
9/9/08 |
9:00am |
|
148 |
615 |
TN |
* |
8/26/08 |
9:00am |
|
149 |
931 |
TN |
* |
8/21/08 |
10:00am |
|
150 |
210 |
TX |
$550,000 |
8/28/08 |
3:00pm |
|
151 |
214 |
TX |
* |
8/22/08 |
9:00am |
|
152 |
713 |
TX |
$990,000 |
9/17/08 |
10:00am |
|
153 |
713 |
TX |
$1,900,000 |
9/18/08 |
10:00am |
|
154 |
713 |
TX |
* |
8/21/08 |
12:00pm |
|
155 |
806 |
TX |
$1,500,000 |
8/27/08 |
11:00am |
|
156 |
972 |
TX |
$1,200,000 |
9/10/08 |
3:00pm |
|
157 |
972 |
TX |
* |
9/16/08 |
2:00pm |
|
158 |
979 |
TX |
$500,000 |
9/17/08 |
9:30am |
|
159 |
276 |
VA |
$2,400,000 |
9/11/08 |
2:30pm |
|
160 |
703 |
VA |
$400,000 |
9/3/08 |
10:00am |
|
161 |
703 |
VA |
$460,000 |
9/4/08 |
11:00am |
|
162 |
703 |
VA |
$1,400,000 |
8/25/08 |
11:00am |
|
163 |
703 |
VA |
$2,000,000 |
9/17/08 |
9:00am |
|
164 |
703 |
VA |
* |
9/9/08 |
10:00am |
|
165 |
703 |
VA |
* |
9/11/08 |
10:00am |
|
166 |
757 |
VA |
$300,000 |
9/18/08 |
1:30pm |
|
167 |
203 |
VT |
$500,000 |
9/10/08 |
9:00am |
|
168 |
802 |
VT |
$2,900,000 |
8/27/08 |
10:00am |
|
169 |
802 |
VT |
* |
9/23/08 |
10:00am |
|
170 |
206 |
WA |
$410,000 |
9/10/08 |
10:00am |
|
171 |
206 |
WA |
$500,000 |
9/22/08 |
10:30am |
|
172 |
206 |
WA |
$650,000 |
9/10/08 |
9:30am |
|
173 |
206 |
WA |
$1,000,000 |
9/9/08 |
2:00pm |
|
174 |
206 |
WA |
$2,800,000 |
9/15/08 |
10:00am |
|
175 |
206 |
WA |
* |
9/16/08 |
10:00am |
|
176 |
253 |
WA |
$1,000,000 |
9/15/08 |
10:00am |
|
177 |
425 |
WA |
$400,000 |
9/23/08 |
11:00am |
|
178 |
425 |
WA |
$500,000 |
9/19/08 |
9:00am |
|
179 |
425 |
WA |
$600,000 |
9/17/08 |
10:00am |
|
180 |
425 |
WA |
$2,700,000 |
9/3/08 |
1:00pm |
|
181 |
509 |
WA |
$1,500,000 |
9/22/08 |
10:30am |
|
182 |
509 |
WA |
$2,100,000 |
8/26/08 |
9:00am |
|
183 |
262 |
WI |
$2,000,000 |
9/17/08 |
9:00am |
|
184 |
414 |
WI |
$1,000,000 |
9/3/08 |
9:30am |
|
185 |
715 |
WI |
$990,000 |
9/11/08 |
9:00am |
|
186 |
715 |
WI |
$1,000,000 |
9/11/08 |
10:00am |
|
187 |
715 |
WI |
$1,100,000 |
9/10/08 |
10:00am |
|
188 |
715 |
WI |
$1,250,000 |
8/26/08 |
9:00am |
|
189 |
715 |
WI |
* |
8/26/08 |
9:00am |
|
190 |
920 |
WI |
$500,000 |
8/27/08 |
2:00pm |
|
191 |
920 |
WI |
$1,200,000 |
9/10/08 |
2:00pm |
|
192 |
920 |
WI |
$1,200,000 |
9/16/08 |
11:00am |
|
193 |
920 |
WI |
* |
9/16/08 |
2:00pm |
|
194 |
304 |
WV |
$500,000 |
9/18/08 |
9:00am |
|
195 |
304 |
WV |
$1,500,000 |
8/27/08 |
1:00pm |
|
196 |
304 |
WV |
* |
9/11/08 |
10:00am |
|
197 |
307 |
WY |
$600,000 |
9/4/08 |
10:00am |
* More information will be provided
when you speak with a 401kExchange
representative. |
|
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|













 
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