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AUGUST 26, 2009		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein 2009 Mid Year 401kExchange Market Share Report     BASED ON ALMOST 20,000 surveys with 401(k) plan sponsors in the 1st half of 2009, it appears that ING is the big winner in market share gains of the top 10 providers in each market segment due primarily to their acquisition of CitiStreet.  The combined companies are a force... Read More           SIFMA's Washington, DC Retirement & Savings Conference - September 16-17th     OVER THE PAST year, the crisis in our credit markets has cause upheaval in the financial services industry and sent our economy into recession.  IRAs, 401(k)s and other retirement plans have experienced significant losses.  As Washington considers how best to regulate the financial... Read More           The Story of a Roth Conversion "Re-Do" by John Carl, President, Retirement Learning Center OUR ERISA CONSULTANTS on the Columbia Management Learning Center Resource Desk regularly receive calls from financial advisors who are working with clients who want to or have already converted their traditional, simplified employee pension (SEP), and/or savings incentive match plan for employees (SIMPLE) IRAs... Read More         From Last Week's Exchange Sea Change Puts Retirement Industry in Forefront   OVER THE COURSE of each year we speak with a great number of advisors and asset managers, as well as plan sponsors and record keepers, gathering data and learning about their businesses.  This data is collected, processed, and turned into information and... Read More       Prospect Pipeline APPOINTMENTS Over $50 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 1 561 FL $190,000 09/01/09 1:00pm  2 208 ID $800,000 09/08/09 9:00am  3 217 IL $600,000 08/31/09 10:00am 4 815 IL $1,100,000 08/31/09 1:00pm  5 574 IN * 09/09/09 12:00pm 6 812 IN $500,000 09/24/09 10:00am 7 859 KY * 09/14/09 1:00pm  8 517 MI $250,000 09/09/09 10:00am 9 507 MN * 09/16/09 10:00am 10 417 MO * 09/02/09 10:30am 11 573 MO $275,000 09/09/09 11:00am 12 601 MS $900,000 09/09/09 3:30pm  13 828 NC $600,000 09/02/09 11:00am 14 704 NC $200,000 09/09/09 2:00pm  15 828 NC * 09/11/09 9:00am  16 828 NC $560,000 09/29/09 3:00pm  17 910 NC $600,000 09/29/09 10:00am 18 740 OH $210,000 09/02/09 10:00am 19 740 OH $550,000 09/16/09 10:00am 20 918 OK $2,500,000 09/30/09 2:00pm  21 541 OR $850,000 09/10/09 10:00am 22 541 OR $1,100,000 09/10/09 10:00am 23 541 OR $1,300,000 09/14/09 9:30am  24 803 SC $600,000 09/16/09 10:00am 25 423 TN $600,000 09/15/09 9:00am  26 512 TX $700,000 09/09/09 11:00am 27 936 TX $600,000 09/15/09 10:00am 28 540 VA * 09/11/09 10:00am 29 540 VA $1,800,000 09/16/09 10:30am 30 253 WA $750,000 09/16/09 9:00am  31 920 WI $250,000 09/10/09 9:00am  32 920 WI $220,000 09/15/09 10:00am 33 608 WI * 09/15/09 9:30am  34 262 WI $1,200,000 09/29/09 10:00am 35 715 WI $225,000 09/30/09 10:00am   * More information will be provided when you speak with a 401kExchange representative.		Visit the Newsletter Archive Unsubscribe From Future Newsletters Visit the Sponsor Directory
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