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Industry Insight from Fred Barstein
August 2009 401kExchange
Opportunity Index Robust for Advisors
and Asset
Managers
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CONTINUING THE DOWNWARD trend for
record keeper change, the August 2009
401kExchange Opportunity
Index¹ was below 3% for
all markets and at historical lows YTD.
On the other hand,
opportunities for advisors are booming at the highest level
for the year with...
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Adding In-Service Distributions to Your Plan -
Is It the
Right Move?
by John Carl, President,
Retirement Learning Center
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OUR ERISA CONSULTANTS
on the Columbia Management Learning Center Resource Desk
regularly receive calls from financial advisors who are
working with business owners who sponsor retirement plans
for their employees.
Recently, we have seen an
increase in plan...
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From
Last Week's Exchange
2009 Mid Year 401kExchange Market
Share Report
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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...
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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.
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Lead #
|
Area Code
|
State
|
Assets
|
Appt. Date
|
Appt Time
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1 |
208 |
ID |
$800,000 |
09/08/09 |
9:00am |
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2 |
208 |
ID |
$2,000,000 |
09/10/09 |
10:30am |
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3 |
815 |
IL |
$225,000 |
09/30/09 |
9:00am |
|
4 |
574 |
IN |
* |
09/09/09 |
12:00pm |
|
5 |
650 |
IN |
$220,000 |
09/17/09 |
10:30am |
|
6 |
260 |
IN |
$500,000 |
09/17/09 |
9:30am |
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7 |
812 |
IN |
$1,000,000 |
09/22/09 |
10:00am |
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8 |
812 |
IN |
$500,000 |
09/24/09 |
10:00am |
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9 |
859 |
KY |
* |
09/14/09 |
1:00pm |
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10 |
859 |
KY |
* |
09/14/09 |
9:00am |
|
11 |
517 |
MI |
$250,000 |
09/09/09 |
10:00am |
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12 |
616 |
MI |
$600,000 |
09/23/09 |
9:00am |
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13 |
816 |
MO |
$900,000 |
09/10/09 |
2:00pm |
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14 |
662 |
MS |
$300,000 |
09/16/09 |
2:00pm |
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15 |
662 |
MS |
$300,000 |
09/23/09 |
10:30am |
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16 |
910 |
NC |
$168,000 |
09/28/09 |
10:00am |
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17 |
828 |
NC |
$560,000 |
09/29/09 |
3:00pm |
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18 |
910 |
NC |
$600,000 |
09/29/09 |
10:00am |
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19 |
740 |
OH |
$550,000 |
09/16/09 |
10:00am |
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20 |
918 |
OK |
$2,500,000 |
09/30/09 |
2:00pm |
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21 |
541 |
OR |
$850,000 |
09/10/09 |
10:00am |
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22 |
541 |
OR |
$1,100,000 |
09/10/09 |
10:00am |
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23 |
541 |
OR |
$1,300,000 |
09/14/09 |
9:30am |
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24 |
803 |
SC |
$450,000 |
09/24/09 |
10:30am |
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25 |
423 |
TN |
$600,000 |
09/15/09 |
9:00am |
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26 |
512 |
TX |
$700,000 |
09/09/09 |
11:00am |
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27 |
936 |
TX |
$600,000 |
09/15/09 |
10:00am |
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28 |
512 |
TX |
$1,700,000 |
09/15/09 |
1:00pm |
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29 |
469 |
TX |
$1,500,000 |
09/18/09 |
1:00pm |
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30 |
512 |
TX |
$500,000 |
09/30/09 |
10:00am |
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31 |
509 |
WA |
$400,000 |
09/10/09 |
10:30am |
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32 |
206 |
WA |
$500,000 |
09/10/09 |
9:00am |
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33 |
360 |
WA |
$600,000 |
09/25/09 |
10:00am |
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34 |
715 |
WI |
$350,000 |
09/10/09 |
10:00am |
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35 |
715 |
WI |
$475,000 |
09/15/09 |
10:00am |
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36 |
608 |
WI |
$1,800,000 |
09/15/09 |
2:00pm |
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37 |
608 |
WI |
* |
09/15/09 |
9:30am |
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38 |
715 |
WI |
* |
09/15/09 |
1:00pm |
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39 |
262 |
WI |
$1,200,000 |
09/29/09 |
10:00am |
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40 |
715 |
WI |
$225,000 |
09/30/09 |
10:00am |
* More information will be provided
when you speak with a 401kExchange
representative. |
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