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SEPTEMBER 9, 2009		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein Fees & Investment Performance Drive Sponsor Dissatisfaction in First Half of 2009     WITH WHAT SHOULD come as a surprise to no one, fund performance has become the second most cited reason for dissatisfaction by plan sponsors interviewed in the first half of 2009.  The results are based on 573 plan sponsors interviews taken by 401kExchange that... Read More         From Last Week's Exchange August 2009 401kExchange Opportunity Index Robust for Advisors and Asset Managers   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... 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 1 205 AL $400,000 09/21/09 10:00am 2 520 AZ $2,800,000 09/25/09 9:00am  3 203 CT $750,000 09/23/09 1:30pm  4 515 IA $900,000 09/23/09 10:00am 5 712 IA $500,000 09/24/09 1:00pm  6 208 ID $2,000,000 09/10/09 10:30am 7 618 IL $1,000,000 09/23/09 1:30pm  8 815 IL $225,000 09/30/09 9:00am  9 650 IN $220,000 09/17/09 10:30am 10 260 IN $500,000 09/17/09 9:30am  11 812 IN $1,000,000 09/22/09 10:00am 12 812 IN $500,000 09/24/09 10:00am 13 859 KY * 09/14/09 1:00pm  14 859 KY * 09/14/09 9:00am  15 606 KY $2,100,000 09/16/09 1:30pm  16 859 KY $1,800,000 09/24/09 4:00pm  17 504 LA $1,500,000 09/23/09 10:00am 18 207 ME * 09/24/09 9:00am  19 616 MI $600,000 09/23/09 9:00am  20 231 MI $500,000 09/24/09 10:00am 21 816 MO $900,000 09/10/09 2:00pm  22 636 MO * 09/17/09 10:00am 23 573 MO $800,000 09/25/09 10:00am 24 662 MS $300,000 09/16/09 2:00pm  25 662 MS $300,000 09/23/09 10:30am 26 828 NC * 09/11/09 9:00am  27 252 NC $750,000 09/16/09 10:00am 28 910 NC $300,000 09/24/09 10:30am 29 828 NC $600,000 09/24/09 11:00am 30 828 NC $1,500,000 09/24/09 3:00pm  31 910 NC $353,000 09/25/09 10:30am 32 910 NC $168,000 09/28/09 10:00am 33 910 NC $600,000 09/29/09 10:00am 34 740 OH $550,000 09/16/09 10:00am 35 740 OH $600,000 09/24/09 1:00pm  36 918 OK $2,500,000 09/30/09 2:00pm  37 541 OR $850,000 09/10/09 10:00am 38 541 OR $1,100,000 09/10/09 10:00am 39 570 PA $1,700,000 09/23/09 2:00pm  40 570 PA $600,000 09/24/09 2:00pm  41 803 SC $450,000 09/24/09 10:30am 42 423 TN $600,000 09/15/09 9:00am  43 423 TN $700,000 09/22/09 2:30pm  44 936 TX $600,000 09/15/09 10:00am 45 512 TX $1,700,000 09/15/09 1:00pm  46 469 TX $1,500,000 09/18/09 1:00pm  47 903 TX * 09/18/09 9:00am  48 512 TX $500,000 09/30/09 10:00am 49 540 VA $1,800,000 09/16/09 10:30am 50 804 VA $200,000 09/24/09 9:00am  51 509 WA $400,000 09/10/09 10:30am 52 206 WA $500,000 09/10/09 9:00am  53 509 WA $400,000 09/17/09 2:30pm  54 360 WA $600,000 09/25/09 10:00am 55 715 WI $475,000 09/15/09 10:00am 56 608 WI * 09/15/09 9:30am  57 715 WI $650,000 09/17/09 10:00am 58 715 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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