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SEPTEMBER 16, 2009		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein The 401kWire to Name the Most Influential Advisors in Defined Contribution     CURRENTLY, IDENTIFYING THE top Defined Contribution advisors is more of an art than a science.  Various constituents including record keepers, broker dealers, investment only providers (IO’s), TPA’s, and even database/media companies have their own lists, but none can... Read More           Beneficiary Disclaimer 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 beneficiaries of IRA and/or retirement plan assets.  Sometimes the beneficiaries do not want to inherit the... Read More         From Last Week's Exchange 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       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 1 251 AL $300,000 09/29/09 9:00am  2 520 AZ $2,800,000 09/25/09 9:00am  3 772 FL $180,000 09/30/09 9:00am  4 563 IA $800,000 09/23/09 10:00am 5 712 IA $500,000 09/24/09 1:00pm  6 618 IL $1,000,000 09/23/09 1:30pm  7 815 IL $225,000 09/30/09 9:00am  8 812 IN $1,000,000 09/22/09 10:00am 9 812 IN $500,000 09/24/09 10:00am 10 859 KY $1,800,000 09/24/09 4:00pm  11 410 MD $200,000 09/22/09 11:00am 12 207 ME $900,000 09/29/09 10:00am 13 231 MI $500,000 09/24/09 10:00am 14 734 MI $250,000 09/30/09 4:30pm  15 573 MO $800,000 09/25/09 10:00am 16 816 MO $900,000 09/29/09 2:00pm  17 314 MO $2,500,000 09/30/09 11:30am 18 662 MS $300,000 09/23/09 10:30am 19 910 NC $300,000 09/24/09 10:30am 20 828 NC $600,000 09/24/09 11:00am 21 910 NC $353,000 09/25/09 10:30am 22 910 NC $168,000 09/28/09 10:00am 23 910 NC $600,000 09/29/09 10:00am 24 402 NE $900,000 09/22/09 10:00am 25 308 NE * 09/22/09 9:00am  26 402 NE $400,000 09/23/09 10:00am 27 575 NM $1,000,000 10/01/09 2:00pm  28 315 NY * 09/28/09 9:00am  29 607 NY $750,000 09/30/09 11:00am 30 740 OH $600,000 09/24/09 1:00pm  31 937 OH $700,000 09/30/09 10:00am 32 503 OR $600,000 09/29/09 9:00am  33 541 OR $1,100,000 09/29/09 10:00am 34 541 OR $850,000 10/15/09 10:00am 35 570 PA $1,700,000 09/23/09 2:00pm  36 570 PA $600,000 09/24/09 2:00pm  37 570 PA $400,000 09/30/09 2:00pm  38 843 SC $130,000 09/30/09 9:00am  39 423 TN $700,000 09/22/09 2:30pm  40 423 TN $2,700,000 09/30/09 10:30am 41 469 TX $1,500,000 09/18/09 1:00pm  42 940 TX $400,000 09/29/09 10:00am 43 281 TX * 09/29/09 9:00am  44 512 TX $150,000 09/30/09 9:00am  45 512 TX $500,000 09/30/09 10:00am 46 804 VA $200,000 09/24/09 9:00am  47 540 VA $1,000,000 09/30/09 9:00am  48 509 WA $400,000 09/17/09 2:30pm  49 360 WA $600,000 09/25/09 10:00am 50 360 WA $500,000 09/29/09 10:00am 51 253 WA $750,000 09/29/09 9:00am  52 509 WA $400,000 10/08/09 10:30am     * 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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