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Industry Insight from Fred Barstein
Credit Crunch Hitting Even the
Most Successful Retirement Advisors
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WHEN MOST ADVISORS
hear about the credit crunch that is affecting not only
small businesses, but even many larger entities, they
generally think about the effect on the stock market or how
it makes companies delay making decisions about their
retirement plan.
Retirement advisors who are
serious about this business need to...
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Upcoming Event
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...
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From
Last Week's Exchange
The Confusion with Advisor
Pricing within DC Plans
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IT SEEMS LIKE the
main topic of discussion these days is about fees in what
has become a deflationary DC market for both providers and
advisors.
Much of the proposed
legislation and regulation is focused on fees and
transparency as well as providing advice to participants.
While we expect DC advisors to
affect participant outcomes, it...
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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...
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Prospect Pipeline APPOINTMENTS
Over $40 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 #
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Area Code
|
State
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Assets
|
Appt. Date
|
Appt Time
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1 |
907 |
AK |
$2,000,000 |
10/29/09 |
10:00am |
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2 |
772 |
FL |
$600,000 |
11/25/09 |
9:30am |
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3 |
618 |
IL |
* |
11/5/09 |
1:00pm |
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4 |
812 |
IN |
$990,000 |
11/10/09 |
9:30am |
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5 |
913 |
KS |
$500,000 |
11/10/09 |
2:00pm |
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6 |
225 |
LA |
* |
10/30/09 |
2:00pm |
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7 |
207 |
ME |
$970,000 |
10/27/09 |
10:00am |
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8 |
207 |
ME |
$1,500,000 |
11/18/09 |
10:00am |
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9 |
573 |
MO |
$1,800,000 |
10/27/09 |
9:00am |
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10 |
573 |
MO |
$1,800,000 |
10/27/09 |
10:00am |
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11 |
573 |
MO |
$800,000 |
11/13/09 |
10:00am |
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12 |
573 |
MO |
$1,000,000 |
11/18/09 |
2:00pm |
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13 |
662 |
MS |
$300,000 |
11/11/09 |
10:30am |
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14 |
910 |
NC |
$600,000 |
10/27/09 |
10:00am |
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15 |
740 |
OH |
$550,000 |
10/27/09 |
10:00am |
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16 |
419 |
OH |
$200,000 |
10/28/09 |
1:00pm |
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17 |
937 |
OH |
$500,000 |
10/29/09 |
10:00am |
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18 |
570 |
PA |
$800,000 |
10/27/09 |
11:00am |
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19 |
814 |
PA |
$900,000 |
10/27/09 |
10:30am |
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20 |
423 |
TN |
$700,000 |
10/28/09 |
9:30am |
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21 |
423 |
TN |
* |
10/29/09 |
10:00am |
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22 |
540 |
VA |
$1,600,000 |
10/28/09 |
11:00am |
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23 |
540 |
VA |
$1,000,000 |
10/30/09 |
2:00pm |
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24 |
276 |
VA |
$650,000 |
11/17/09 |
12:00pm |
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25 |
540 |
VA |
$500,000 |
11/19/09 |
2:00pm |
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26 |
608 |
WI |
$1,300,000 |
10/27/09 |
9:30am |
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27 |
715 |
WI |
$2,000,000 |
10/28/09 |
9:30am |
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28 |
262 |
WI |
* |
10/28/09 |
10:00am |
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29 |
715 |
WI |
$400,000 |
10/29/09 |
9:00am |
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30 |
715 |
WI |
$300,000 |
10/30/09 |
2:00pm |
* More information will be provided
when you speak with a 401kExchange
representative. |
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