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ATTENTION:
WHOLESALERS
Don't miss an opportunity to help the best
advisors be recognized!
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Three years ago The 401kWire created the industry
accepted "100 Most Influential People in Defined
Contribution" list through a peer nomination and voting
process.
Leveraging the success of this list The 401kWire
recently announced the voting process for creating the
"300 Most Influential Advisors" in DC space. To support
this effort, 401kExchange followed that announcement in
the 401kExchange Weekly Exchange Newsletter. (Click
Here to Read the Article)
As a
wholesaler of recordkeeping or investment products to
financial intermediaries you have an opportunity to
honor top producing advisor relationships by nominating
them for this prestigious distinction. You can
nominate advisors by visiting:
www.401kWireAdvisors.com/Nominations.aspx
(If you
cannot click on the above link, please copy and paste it
into your web browser.)
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Roth 401(k) Contributions and the Five-Year Clock
by John Carl, President,
Retirement Learning Center
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AS THE
RESPONSIBILITY for retirement security shifts from
government and corporations into the era of “personal
responsibility”, experienced and trained advisors are
increasingly becoming the key lynchpins in retirement
success for millions of Americans.
Successful
advisors that minimize corporate costs, work, and liability
and have...
Read More
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 From
Last Week's Exchange
Fifth Annual DCP Institute |
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AS THE
RESPONSIBILITY for retirement security shifts from
government and corporations into the era of “personal
responsibility”, experienced and trained advisors are
increasingly becoming the key lynchpins in retirement
success for millions of Americans.
Successful
advisors that minimize corporate costs, work, and liability
and have...
Read More
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The 401kWire to Name the
Most Influential Advisors in Defined
Contribution
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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
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Prospect Pipeline APPOINTMENTS
Over $35 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 #
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Area Code
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State
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Assets
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Appt. Date
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Appt Time
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1 |
305 |
FL |
$450,000 |
10/07/09 |
2:00pm |
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2 |
850 |
FL |
$1,000,000 |
10/09/09 |
1:30pm |
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3 |
706 |
GA |
$2,000,000 |
10/14/09 |
10:00am |
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4 |
706 |
GA |
$210,000 |
10/15/09 |
2:00pm |
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5 |
712 |
IA |
$450,000 |
10/14/09 |
9:00am |
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6 |
515 |
IA |
$800,000 |
10/15/09 |
10:00am |
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7 |
815 |
IL |
$400,000 |
10/13/09 |
10:00am |
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8 |
815 |
IL |
$400,000 |
10/14/09 |
10:00am |
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9 |
859 |
KY |
$1,800,000 |
10/08/09 |
4:00pm |
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10 |
859 |
KY |
$300,000 |
10/15/09 |
10:00am |
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11 |
225 |
LA |
Start-Up |
10/06/09 |
2:00pm |
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12 |
616 |
MI |
$600,000 |
10/14/09 |
2:00pm |
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13 |
989 |
MI |
$500,000 |
10/15/09 |
10:00am |
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14 |
573 |
MO |
$800,000 |
10/16/09 |
10:00am |
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15 |
910 |
NC |
$600,000 |
10/27/09 |
10:00am |
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16 |
575 |
NM |
$1,000,000 |
10/01/09 |
2:00pm |
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17 |
518 |
NY |
$2,000,000 |
10/14/09 |
10:00am |
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18 |
419 |
OH |
$1,500,000 |
10/07/09 |
10:00am |
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19 |
419 |
OH |
$400,000 |
10/13/09 |
9:00am |
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20 |
740 |
OH |
$550,000 |
10/14/09 |
10:00am |
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21 |
937 |
OH |
$500,000 |
10/15/09 |
10:00am |
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22 |
580 |
OK |
$1,100,000 |
10/08/09 |
10:00am |
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23 |
541 |
OR |
$800,000 |
10/08/09 |
10:30am |
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24 |
814 |
PA |
$150,000 |
10/21/09 |
9:30am |
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25 |
423 |
TN |
$1,200,000 |
10/19/09 |
2:00pm |
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26 |
423 |
TN |
$700,000 |
10/28/09 |
2:30pm |
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27 |
936 |
TX |
$750,000 |
10/15/09 |
9:00am |
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28 |
540 |
VA |
* |
10/05/09 |
9:00am |
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29 |
540 |
VA |
$1,600,000 |
10/08/09 |
11:00am |
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30 |
571 |
VA |
$850,000 |
10/13/09 |
10:00am |
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31 |
540 |
VA |
$500,000 |
10/15/09 |
10:30am |
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32 |
540 |
VA |
$500,000 |
10/15/09 |
2:00pm |
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33 |
540 |
VA |
$525,000 |
10/15/09 |
2:00pm |
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34 |
276 |
VA |
$1,800,000 |
10/20/09 |
9:30am |
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35 |
509 |
WA |
$400,000 |
10/08/09 |
10:30am |
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36 |
509 |
WA |
* |
10/14/09 |
2:00pm |
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37 |
715 |
WI |
$400,000 |
10/13/09 |
9:00am |
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38 |
304 |
WV |
$300,000 |
10/15/09 |
11:00am |
* More information will be provided
when you speak with a 401kExchange
representative. |
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